Matt Lawler
Following record quarterly inflows to Platform Services ($310m for December 2016 quarter), OneVue continues to attract new clients.
Executive General Manager for Wealth Management Services, Matt Lawler, commented, “OneVue’s focus on developing a contemporary platform and managed account solution is garnering traction in the market especially after launching the FUND.eXchange initiative late last year.”
“We are proud to have been chosen as partners by MGD Wealth, Prosperum Wealth and a significant ‘Profit for member’ organisation. For these partners our solution improves practice efficiencies that will include their own managed account model portfolios.”
MGD Wealth
MGD Wealth is a Queensland based specialist provider of integrated financial advice solutions to business owners, professionals, high-income earners, self-funded investors and professional advisers. The wealth business has $600m in Funds under Advice across wealth management, risk & succession, SMSF and tax. The Group will support two platforms including OneVue.
John Barton, CEO MGD Wealth said: “We have a clear strategic plan to grow MGD Wealth both in QLD and along the eastern seaboard. To underpin this growth we need a portfolio administration business that offers competitively priced, quality client service outcomes. In addition we needed a partner that supported our internal model portfolio execution through a series of unitised implemented portfolios.
We are already a OneVue client using their unit registry and portfolio construction services and are excited to extend that partnership in a comprehensive way. We also see the opportunity of leveraging the FUND.eXchange to deliver significant benefits to our clients.”
Prosperum Wealth
Prosperum Wealth is a Melbourne-based boutique advisory firm servicing a select number of like-minded clients. The Group is a fast growing business recently established by high profile financial services professionals.
Prosperum Wealth Managing Director, Scott Brouwer said: “We decided to take a fresh approach when assessing how to deliver effective portfolio solutions for our clients. We were fortunate to tap into the expertise of specialist managed account investment solutions group, Watershed Funds Management. They helped us navigate the market to select a contemporary platform that would support the complex nature of our investment solutions in a simplistic manner for our advisers and direct clients. We found this partner in OneVue.”
“Profit for Member” firm
OneVue has been appointed by a well-established “Profit for Member” organisation to provide a white label of the OneVue platform to meet the growing demands of their members.
Matt Lawler added “MGD Wealth and Prosperum Wealth are two quality advisory firms and we are excited to partner with them. To also be selected by a “Profit for Member” organisation is significant as it demonstrates OneVue’s capabilities, including the FUND.eXchange, are valued by a growing number of market participants.”
