The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 141 - 150 of 184 results for "BT Wrap"

Water fund washes onto BT wraps

RUTH LIEW | FRIDAY, 25 JAN 2008

Liontamer's KBC Global Water Fund has been added to the BT wrap, heralding the next step of the fund's Australian footprint in the water-investment sector. Liontamer head of distribution, Simon Padley, advised that the fund has been accepted on both ...

BT Wrap Advantage to rebate $400k

MICHAEL HOBBS | THURSDAY, 13 DEC 2007

... investors over the next 12 months. The Balanced, Conservative, Growth and High Growth funds will join the existing group of 65 BT Wrap Advantage funds, which form a subset of BT Wrap's total investment menu of over 700 managed funds by some 85 fund managers. ...

Praemium appoints new marketing manager

CHRIS NICHOLLS | TUESDAY, 16 OCT 2007

... Praemium's reach into the financial planning, accounting and broking market. She previously worked in product management with BT Wrap in Australia and in the UK since 2000, where she was involved in the development of various platforms. Her time there ...

BT Wrap Advantage rebates $1.8m

... group is likely to meet an early self-imposed target of $3 million within a year. "We'll see about $3 million returned to BT Wrap investors this year through the Wrap Advantage program. We expect this to rise to $18 million by 2011," said Jason Yetton ...

IOOF gets direct

CHRIS NICHOLLS | THURSDAY, 13 SEP 2007

... said it was currently looking at investing in the ASX 300 and endowment funds. The move puts IOOF alongside Navigator, BT Wrap and Asgard Wrap among platforms to offer direct investment, as well as superannuation funds like CARE Super.

BT cuts wrap prices

CHRIS NICHOLLS | THURSDAY, 23 AUG 2007

BT Financial Group has announced a new relationship pricing program to lower the cost of investing for BT Wrap and BT SuperWrap customers. The new related account pricing scheme reduces tiered account-keeping fees for balances under $100,000 from 0.79 ...

Lonsec upgrades Templeton equity fund

CHRIS NICHOLLS | TUESDAY, 14 AUG 2007

... Morningstar's Global Equity Manager of the year award for 2006 and is now available on over nine platforms, including BT Wrap, Macquarie Wrap, Skandia, Symetry, TPS, GSJBW, Portfolio One, and Wealthview. A wholesale version is also now available with ...

SWIFT protocols to slash transaction fees

ALEX DUNNIN | WEDNESDAY, 1 AUG 2007

... launch of an Australian pilot study for their new XML protocols. Local institutions participating in the pilot include BT wrap, JP Morgan, Vanguard, NAB, HSBC, Barclays, ANZ and Ausmac. Adam Wilson, SWIFT's securities commercial manager in Australian ...

Zenith recommends Barwon/Select PE fund

CHRIS NICHOLLS | WEDNESDAY, 18 JUL 2007

... inception to 31 May 2007 and has $11.2 million funds under management. It is also available via platforms and wraps including BT Wrap and Macquarie Wrap.

BT appoints distribution head for SA and NT

HAMISH MADDEN | THURSDAY, 12 JUL 2007

... will be a great asset to BT as we look to develop our offering in the DIY space," said Don Sillar, head of distribution, BT Wrap and Wealth Solutions. "With an extensive, 20 year career in financial services spaning insurance, lending, financial planning ...

PAGE:

Qualitas scores $550m mandate

ELIZA BAVIN

Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN

ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA

A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA

Partners Group will launch a new private markets fund for local high-net-worth investors.

Videos

Brought to you by

Retirement revolution

Good things come to those who wait

Fixed income: Doing its job

A delicate balance

MORE VIDEOS

Know the facts about lifetime annuities

Saving for a happy retirement is Australia's #1 financial goal. Learn how LifeIncome can deliver more income, certainty, & choice.

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

READ MORE

David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

READ MORE

Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

READ MORE

Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Future of payments - what you need to know in the Australian Financial Markets

Featured Profile

MORE PROFILES

Phil Usher

CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION

Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.

READ MORE