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Showing 1 - 10 of 43 results for "Xplore Wealth"

Lonsec appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... appointed a new chief executive, after it announced Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought by HUB24. Prior to Xplore ...

HUB24 FUA up on acquisitions

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... (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 $25.6 billion. ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... 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 at ...

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
... 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 Netwealth ...

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
... 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 latter's ...

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 ...
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