Client News

• 29 Jul 2008 - Macquarie to offer service to affluent investors in UK
  Macquarie, the Australian financial services group, plans to launch a service targeting UK independent financial advisers by early next year.
  
• 26 Jun 2008 - Novia teams up with Scot Prov for offshore bond
  New wealth management service Novia has announced that the offshore bond component of its wrap platform will be provided exclusively through Scottish Provident International Life Assurance Limited.
  
• 26 Jun 2008 - FutureWise on track with advisers
  Over 300 advisers have given Macquarie’s FutureWise platform the thumbs up when it comes to user and underwriting support, communications and application process ease, a new survey shows.
  
• 14 Apr 2008 - Interview with Tony Forward, CIO of BT Financial Services
  By Elissa Baxter, Senior Journalist - FST Media.
  
• 6 Feb 2008 - Online super a feather in BT's cap
  After 18 months and $30 million, Westpac Banking Corporation's funds management arm, BT, has won broad industry recognition for enabling customers to access and carry out transactions on their superannuation accounts via the bank's web site.
  
• 29 Nov 2007 - BT Super for Life wins SuperRatings' best new product
  Launched only two weeks ago, BT Financial Group’s next generation super offering, BT Super for Life, has won the 2007/08 SuperRatings’ Fund of the Year Award for Best New Product.
  
• 13 Nov 2007 - Westpac taps Web 2.0 upgrade
  Westpac's BT wealth management unit is preparing to switch off five legacy systems in a project that could provide a blueprint for decommissioning aging core banking platforms.
  
• 8 Nov 2007 - James Hay Wrap hits £12bn
  James Hay says its wrap has reached over £12bn, with 6, 000 clients using its proposition, which has just reached its fourth anniversary.
  
• 31 Oct 2007 - Composer and its Business Integration Server behind new product launch at BT Financial Group
  Westpac Banking Group has leveraged its BT Financial Group capability to launch a new superannuation product offering aimed at securing higher levels of member retention at the same time as offering easier accessibility and the promise of a lower fee structure.
  
• 26 Sep 2007 - Four years on: James Hay turns wrap mainstream
  James Hay today celebrates four years since it announced the launch of its Wrap proposition on 25 September 2003.
  
• 4 Sep 2007 - BT embarks on five-year systems program with InfoComp
  BT Financial Group has embarked on a major program to consolidate the five systems it uses to administer superannuation and pension products - a project which may take up to five years to complete.
  
• 13 Jun 2007 - Advisers rank Macquarie number one
  Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Level Survey, providing the best service in the eyes of financial advisers.
  
• 10 Apr 2007 - James Hay 'refocus' splits director role
  James Hay Wealth Management has 'refocused' its IFA broker operations, by splitting the role of UK sales director into two following the departure of Stefano Del Federico.
  
• 5 Apr 2007 - James Hay positioned to become a serious leading-edge player with the assistance of technology
  In my organisation, it is the time of year that we conduct one of the biggest e-Excellence studies and certainly one of the most significant - our analysis on wrap and wealth management services.
  
• 28 Mar 2007 - Asteron ready for Suncorp IT integration
  The CIO of local financial services company Asteron has signalled his group is ready for the extensive technology integration work due to commence shortly as Suncorp swallows Asteron's parent Promina.
  
• 27 Mar 2007 - Macquarie Life gets underway
  Macquarie Adviser Services has launched a new non-super linked life insurance product that allows financial planners to provide fully underwritten coverage through an online application process.
  
• 27 Mar 2007 - Technology to make James Hay Wrap the Financial Adviser's best friend
  Wrap is still in its infancy in the UK.
  
• 23 Mar 2007 - Macquarie Wrap gets new treatment
  A 'quicklink' function from the Macquarie Wrap adviser homepage and downloadable multiple dealer reports are among a number of new features the group has added to its platform offering.
  
• 23 Mar 2007 - Macquarie makes super splitting a wrap
  Macquarie Adviser Services have taken advantage of the new superannuation splitting rules by adding a new capability to the Macquarie Wrap platform.
  
• 23 Mar 2007 - Abbey reveals new release of James Hay Wrap and agreement with InfoComp for next generation platform in 2007
  Abbey Wealth Management has announced a major upgrade to its Wrap platform, which will be released at the end of next month.
  
• 8 Mar 2006 - RBC Dexia number one for global custody - again
  The recently merged custody group RBC Dexia has again been awarded top spot in the R&M Consultants Survey in Europe while also sweeping through awards in the segment categories.
  
• 16 Feb 2006 - Composer integrates with Simcorp at Macquarie Funds Management
  When Challenger became SimCorp’s first Australian client in early 2004, few funds managers and custodians had heard of the Danish software provider.
  
• 25 Jan 2006 - Macquarie Adviser Services uses Composer for Life Insurance launch
  Macquarie Bank plans to double the headcount of its life insurance unit this year as it rolls out a web-based application process tool to financial advisers designed to win business off paper-based rivals.
  
• 3 Jan 2006 - Who’s better who’s best
  Who says top performers aren’t persistent? This year’s Best of the Best fund manager Perpetual and Best of the Best super fund REST are back-to-back winners having won the coveted award last year too.
  
• 2 Sep 2005 - Macquarie wins Assirt quote of confidence
  Macquarie Adviser Services today said it had again received an enormous vote of confidence from advisers with first place in the ASSIRT 2005 Service Level Survey Best Fund Manager category for the third consecutive year.
  
• 2 Sep 2005 - Oasis enters big league
  Oasis Asset Management, through its Oasis platform, has passed the $3 billion barrier in combined investments from its advisers and 45,000 associated investors.
  
• 5 Aug 2005 - Macquarie Wrap Solutions
  Macquarie Wrap Solutions this week reached the significant milestone of $15bn funds under administration, maintaining its position as one of the fastest growing platforms in the Australian market, growing by more than $500 million in the month of June.
  
• 22 Jun 2005 - Asteron stays composed
  Software provider InfoComp has retained it's original customer, the financial services arm of Promina, Asteron, with a new contract signed last month.
  
• 22 Jun 2005 - Macquarie Adviser Services award
  Macquarie Adviser Services has been recognised as a premium service provider by Assirt in its 2004 Service Level Survey.
  
• 22 Jun 2005 - CSAM MasterTrust
  Credit Suisse Asset Management has launched its new Master Trust, MasterWrap.