New client for Managed Accounts Holdings
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account (MDA) service.
First Point Wealth Management would launch a range of multi-asset portfolios for financial planners, accounts and direct retail investors.
Their goal would be to provide investors with a professionally run portfolio based upon a range of investment analysis from high level macro to bottom up stock picking.
First Point Wealth Management said it would bring together Sam Robson, Brad Matthews, Toby Lewis and Paul Saliba to run its multi asset portfolios.
The announcement came as MGP shareholders were due to vote upon a change of company name to Xplore Wealth Limited, the firm said.
Recommended for you
Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend.
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
