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Search ResultsShowing 1 - 10 of 46 results for "Xplore"
HUB24 FUA up on acquisitions
ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... administration (FUA) as it integrates its recent acquisitions into the business. HUB24's total FUA has reached $51.4 billion with Xplore Wealth contributing $17.2 billion to this figure. Platform FUA is up 136% on the previous corresponding period at ...
Implemented Portfolios adds to team
ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... from Private Portfolio Managers where she was a client relationship manager prior to which she was in a similar role at Xplore Wealth. She was also an associate director - client relationship and trading at FIIG Securities and a client service associate ...
MLC enhances managed accounts leadership
ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...
Milliman hires head of distribution
KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... financial advisers with solutions that will ultimately help clients achieve their retirement goals. Oliver previously worked at Xplore Wealth for over a year and HUB24 for five-and-a-half years in business development roles. Prior to that, he was at ...
HUB24 hits fund managers with higher fees
KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... 32.2%), giving it a 2.3% market share according to Plan for Life. Since then it has acquired managed accounts provider Xplore Wealth. HUB24 currently tops Investment Trends' rankings of platform functionality, marginally beating Netwealth.
Equity Trustees wins super trustee mandate
KANIKA SOOD  |  TUESDAY, 9 MAR 2021
... like Elevate Super , Fairvine and Oracle. Aracon Superannuation was initially owned by ARA Consultants, who sold it to Xplore Wealth in October 2018. Xplore Wealth was acquired by HUB24 late last year. Equity Trustees's Aracon appointment follows the ...
HUB24 lifts inflows, profit flat
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... Australia's Best Platform Overall by Investment Trends," Alcock said. The platform said the proposed $60 million acquisition of Xplore Wealth is on track to be completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton ...
J.P. Morgan custody exec retires
KANIKA SOOD  |  MONDAY, 22 FEB 2021
... share of the total $4 trillion local custody market. It won several custody mandates last year; CareSuper, TelstraSuper and Xplore are some examples. It was followed by Northern Trust at $660.9 billion, which has a 16% market share, and Citi at $589.7 ...
J.P. Morgan dominates custody market
KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... at $589.7 billion, with a 15% holding. J.P. Morgan won several custody mandates last year; CareSuper , TelstraSuper and Xplore are some examples. Meanwhile, Funds SA said in July last year it is ending its 19-year-long custody relationship with J.P. ...
Dealer group bolsters leadership
ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... in his career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was ...
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