tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, October 16th, 3:17PM

News

rss
News Bites

NZX Wealth Tech signs up boutique advice firm

Auckland-based boutique financial advice providers Stuart Carlyon have joined NZX Wealth Technologies to help manage their growing client base.

Monday, September 20th 2021, 11:02AM

Stuart Carlyon has selected NZXWT as a custodial platform partner for its flexible technology and capability to help streamline advisers’ workloads and provide additional client features.

NZXWT chief executive Lisa Turnbull says they are supporting growth with ongoing investment in its platform technology and staffing capability to onboard and service a growing client base.

Stuart Carlyon director Mark Patton says NZXWT has a strong team with talented and experienced people, "...and we know their capability well".

"We see benefit from future platform enhancements which, in turn, will help us continue meeting our ever-evolving business needs and keep our clients happy," Patton says.

NZX Wealth Technologies has grown strongly with new clients with its Funds Under Administration (FUA) increasing by more than 150% over the past year, reaching $8 billion at the end of August 2021.

Alongside existing clients, Public Trust, Hobson Wealth, Saturn Advice, JBWere and Craigs Investment Partners on the platform, Turnbull says contracts have been signed with three new large-scale clients and onboarding is underway, which is expected to increase FUA to around $10 billion by the end of 2021.

Tags: NZX Wealth Technologies

« FSC conference changes announcedAMLHUB integrates with RealMe to fight money laundering »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Previous News

MORE NEWS»

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA 4.55 ▲2.99 ▲3.45 ▲3.69
ANZ 4.59 3.39 3.85 4.09
ANZ Blueprint to Build 1.68 - - -
ANZ Special - 2.79 3.25 3.49
ASB Back My Build ▲2.04 - - -
ASB Bank 4.45 ▲2.99 ▲3.45 ▲3.69
Basecorp Finance 5.49 - - -
Bluestone 3.49 3.34 2.99 3.34
BNZ - Classic - ▲2.99 ▲3.45 ▲3.69
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Std, FlyBuys 4.70 ▲3.59 ▲4.05 ▲4.29
BNZ - TotalMoney 4.70 - - -
CFML Loans ▲5.15 - - -
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.95 - - -
Credit Union Baywide 5.65 3.95 3.85 -
Credit Union South 5.65 3.95 3.85 -
First Credit Union Special 5.85 2.95 3.45 -
Heartland Bank - Online 2.25 1.85 2.35 2.65
Heretaunga Building Society 4.99 3.80 3.90 -
Lender Flt 1yr 2yr 3yr
HSBC Premier 4.49 2.19 2.45 2.69
HSBC Premier LVR > 80% - - - -
HSBC Special - 2.25 - -
ICBC 3.69 2.45 2.85 3.15
Kainga Ora 4.43 2.88 3.28 3.59
Kainga Ora - First Home Buyer Special - 2.25 - -
Kiwibank 3.75 3.80 4.00 4.34
Kiwibank - Offset 3.75 - - -
Kiwibank Special 3.75 2.95 3.15 3.49
Liberty 5.69 - - -
Nelson Building Society 4.95 2.99 3.24 -
Lender Flt 1yr 2yr 3yr
Pepper Essential 4.79 - - -
Resimac 3.39 2.98 2.79 3.29
SBS Bank 4.54 3.05 3.45 3.75
SBS Bank Special - 2.55 2.95 3.25
Select Home Loans 3.49 3.34 2.99 3.34
The Co-operative Bank - First Home Special - 2.65 - -
The Co-operative Bank - Owner Occ ▲4.55 2.79 3.25 3.49
The Co-operative Bank - Standard ▲4.55 3.59 4.05 4.29
TSB Bank 5.34 3.35 3.75 4.05
TSB Special 4.54 2.55 2.95 3.25
Wairarapa Building Society 4.99 3.55 3.49 -
Lender Flt 1yr 2yr 3yr
Westpac 4.84 3.45 3.85 4.09
Westpac - Offset 4.84 - - -
Westpac Special - 2.85 3.25 3.49
Median 4.57 2.99 3.45 3.49

Last updated: 15 October 2021 8:56am

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com