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Showing 1 - 10 of 10 results for %22Current Cashwerkz%22

IAM Funds names inaugural chief

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The company formerly known as Cashwerkz appointed a chief executive for its asset management business, IAM Funds. Jonathan Baird will lead IAM Funds, a subsidiary of Income Asset Management Group, in the newly created role. Baird will also join IAM ...

Cashwerkz takes stake in boutique, plans rebrand

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
... multi-asset class investments. It has $29 billion in funds under management, 33 client portfolios and positive earnings (with current NPAT below $2 billion). One of Tactical's clients is fixed income boutique Fortlake Asset Management started by ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... be working with Christian and his team. He is a best in class manager with a clearly demonstrable track record. In the current low interest rate environment, the performance of a fixed income manager is more important than ever," Waislitz said. The investment ...

Cashwerkz announces new chief executive

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
... "Jon joins Cashwerkz to lead the growth trajectory as cash and fixed interest become an even more necessary asset in the current climate," Cashwerkz said. "He will leverage his vast experience to innovate product and technology services up the defensive ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... excited to be announcing this agreement with JBWere, one of Australia's leading private wealth management businesses," Cashwerkz executive chair John Nantes said. "JBWere have been advising clients since 1840 and are very well known for their advice ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
Listed fintech Cashwerkz has partnered with Complii FinTech Solutions; a secure, centralised digital platform, to automate the compliance process for stockbrokers and financial advisers. Complii software automates, records and reports on regulation ...

Cashwerkz chief steps down, trustee business to be spun off

ELIZABETH MCARTHUR  |  THURSDAY, 12 SEP 2019
... list the business on the ASX in 2020. Trustees Australia only changed its name to Cashwerkz in May this year. Current Cashwerkz chair Michael Hackett will take on the role of executive chairman of Trustees Australia. The trustee business is currently ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
Cashwerkz appointed a senior adviser from Perpetual Private to the role of head of advised distribution. Paul Burbidge steps into the Cashwerkz position after five years at Perpetual. A spokesperson from Cashwerkz said: "In this role Paul will lead ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers ...

Cashwerkz offers paperwork relief

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Online platform, Cashwerkz, has launched to the wider Australian market in the hopes of assisting financial advisers and SMSF consumers manage their term deposits more easily. The Cashwerkz platform aims to offer users a quick and easy way to research ...
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