Netwealth preferred platform for ANZ Private

netwealth/ANZ/anz-private/

9 April 2019
| By Oksana Patron |
image
image image
expand image

Netwealth has announced that it has been selected by ANZ to provide its Platform as a Service and administration services to ANZ Private.

The platform would provide ANZ Private with a multi-asset, multi-currency investment offering including discretionary managed portfolios, domestic and international equities and bonds as well as domestic managed funds, term deposits, and foreign currency.

It would be available for ANZ Private’s existing clients with investments held predominantly in discretionary portfolios.

The firm also said it planned to introduce further capabilities to clients offered by the new platform commencing around July, 2019.

“The platform will support ANZ Private’s strategy of using the bank’s strong Australian foundations, and market-leading service proposition and insights, to better meet the complex investment needs of their private bank clients and their bankers and advisers,” the company said in a press release.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

5 days 19 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo