Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 32 results for "Xplore Wealth"
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 ...
SS&C secures platform mandate
HARRISON WORLEY  |  MONDAY, 6 APR 2020
... been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety of the firm's operations. The firm is aiming to run ...
Portfolio rebalancing should be timed: Xplore
ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four weeks trading levels double on normal levels as investment ...
Desktop Broker hires senior sales exec
ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ...
PAGE:
1
PREVIOUS
NEXT
Link to something QbiFL14o