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Search ResultsShowing 1 - 10 of 27 results for "Xplore Wealth"
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 ...
Xplore Wealth outlines 2020 plans
ALLY SELBY  |  FRIDAY, 21 FEB 2020
ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020. It comes as the platform provider releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including ...
New super fund to launch
ELIZABETH MCARTHUR  |  FRIDAY, 17 JAN 2020
... spokesperson confirmed to Financial Standard . Elevate is a sub-plan of Aracon Superannuation, a subsidiary of Xplore Wealth. Details about the fund are light ahead of launch, but it is a retail super offering targeting competitive returns while investing ...
J.P. Morgan wins custody mandate
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... provide custodial services to an ASX-listed platform and superannuation provider.In a quarterly business update, Xplore Wealth revealed it has a new custodial agreement contract with J.P. Morgan. Xplore said the new long-term contract with J.P. Morgan ...
Platform ends year with hiring spree
ELIZABETH MCARTHUR  |  THURSDAY, 9 JAN 2020
... platform ended 2019 with a raft of new hires, including additions to the board of its superannuation offering. Xplore Wealth appointed Karen Machovsky as project governance and change management head and Durand Oliver as state distribution manager. Machovsky ...
Masterfunds up $26 billion
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
... corresponding outflows that jumped 16.5% to $164.6 billion. The growth in FUM was led by netwealth which has 31.3% boost, Xplore Wealth had the next best year for FUM growth with 8.8%, IOOF saw an 8% increase and Commonwealth/Colonial saw 5%. There was ...
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