Highlights · Record quarterly Net inflows [1] to HUB24’s investment and superannuation platform of $273m – up 131% on pcp[2]; · Funds Under Administration (FUA) at 30 June 2015 of $1.7bn – up 100% on last year; · Winner of Value for Money and Ease of Use platform awards in the Investment Trends 2015 Planner […]
FUA
Crystal Wealth reports $140 million FUA after 18 months of operation
Crystal Wealth growth is based on new acceptance of managed accounts Managed accounts resonate with advisers – clients want direct shares Their $1m clients want high conviction portfolios + ability to fine tune Crystal expects that smaller SMSFs will also demand high conviction in 2014/5 Crystal’s managed accounts beat market returns at 31 December 2013: […]
Crystal Wealth Partners is a privately-owned boutique financial advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices.