Matt Heine Joint Managing Director, netwealth Investments Limited (at time of writing) Matt Heine commenced with netwealth Investments Limited in January 2000 and has been instrumental in the development and implementation of the business strategy, distribution and marketing of the netwealth group since that time. As Joint Managing Director he is involved in overseeing all business activity at a board and executive level for netwealth Group Limited and its subsidiaries which include Bridgeport Financial Services Pty Limited, Financial Planning Services Australia Pty Limited and Pathway Licensee Services.
MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more MATT HEINE | MONDAY, 14 AUG 2017 Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. We set out to create a real game changer, a solution ... Read more DAN MILES , MATT HEINE , NEAL DUNNE | MONDAY, 7 MAR 2016 A new approach to portfolio management Read more MATT HEINE | THURSDAY, 21 MAY 2015 Managed Accounts are not new, they have existed in the US for many decades and have been spoken about and offered in various guises in Australia for the better part of 10 years. Read more PAGE: 1 |
Latest News
Pinnacle backs fledgling UK boutique
|After ditching Royal London Asset Management (RLAM), the former global equities team is joining Pinnacle Investment Management as a fledgling affiliate.
Janus Henderson acquires NBK Wealth, Tabula Investment Management
|Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management.
Macquarie Group profits falls 32% to $3.52bn
|Macquarie Group has reported a net profit of $3.52 billion for the year ending 31 March 2024, a 32% decrease from the previous year.
Asset managers prioritising product quality: Northern Trust
|Investment managers are focused on the quality and accuracy of their products to enhance the investor experience and growing their distribution in the next two years, according to a recent survey of 300 global asset management firms conducted by WBR Insights and sponsored by Northern Trust.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.