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Search ResultsShowing 1 - 10 of 35 results for "Xplore Wealth"
HUB24 lifts inflows, profit flat
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... 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 and the divestment ...
Dealer group bolsters leadership
ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... 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 national ...
HUB24 posts record inflows
KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... finished the acquisition of Ord Minnett's Portfolio Administration Service and is currently in process of acquiring Xplore Wealth and a substantial stake in Easton Investments, while selling Paragem. HUB24 today said following its previously announced ...
HUB24 partners with wealth platform
ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... will help our mutual partners thrive into the future." The partnership follows HUB24's $60 million plan to acquire Xplore Wealth through a scheme of arrangement that will be funded by a combination of cash and HUB24 scrip consideration valuing Xplore ...
More good news for Xplore
ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
After HUB24 announced its plans to acquire Xplore Wealth last week, the platform has had a pleasant $1.18 million windfall. Xplore has previously notified the market that AusIndustry had disallowed a $1.18 million research and development claim. The ...
HUB24 to acquire Xplore, offloads Paragem
ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
HUB24 announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...
Chant West head of client development to retire
KANIKA SOOD  |  MONDAY, 26 OCT 2020
... 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth.
J.P. Morgan wins custody mandate
KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... Morgan's second custody win this year, after it was appointed by ASX-listed platform and superannuation provider Xplore Wealth. Last year, it was renewed as the custodian for Local Government Super , extended its partnership with Neuberger Berman but ...
COVID-19 clogs custody mandate pipeline
ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... the process of winning? Yes. There's some slowdown in mandate-type decisions," O'Grady said. Listed platform Xplore Wealth recently delayed its transition to J.P. Morgan until 1 May 2020. Xplore currently uses multiple custodians and the switch to ...
Perpetual executive jumps to Xplore
ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Xplore Wealth has hired from Perpetual's executive team for its new head of product. Neil Gellett has been appointed to the role, after close to five years in the same position at Perpetual. Prior to Perpetual Gellett worked at BT Financial Group, holding ...
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