Stephen Norton is Chief Operating Officer of CommSec and brings more than 25 years’ experience across stockbroking, capital markets, investment management, institutional banking and wealth management. Prior to CommSec, he held senior roles with Instinet, UBS Private Bank and HSBC Investment Management and has extensive experience leading regulatory, compliance and technology transformation initiatives.

Chris Webster is National Head of Advisers at Canaccord Genuity Wealth Management Australia and has more than 20 years’ experience in financial services. Before joining Canaccord in 2021, he spent 11 years at Euroz Hartleys, including four years as Head of Private Clients, and previously worked with Deutsche Bank in London. Chris was previously a Director on SIAA’s Board from February 2021 to October 2023.

SIAA Chief Executive Officer Maria Lykouras said the appointments reinforce SIAA’s commitment to ensuring the profession remains well represented by industry leaders with a deep understanding of the opportunities and challenges facing the profession.

“Stephen and Chris’ appointments strengthen the diversity of experience represented on the Board.” Ms Lykouras said

“They have both built distinguished careers across the financial services industry, and will help ensure SIAA continues to benefit from the insights of senior industry practitioners as we continue to advocate for our members.” Ms Lykouras said.

SIAA Chairman Hamish Dee said the Board welcomed the appointments of Stephen and Chris and looked forward to benefiting from their extensive industry expertise.

“Both bring valuable insights and perspective, adding to the strong mix of industry, leadership and governance experience across the Board, and we look forward to their contribution,” Mr Dee said.

The appointments fill vacancies created after Michelle Inns departed her role as Chief Operating Officer and Executive Director at LGT, and Liam Madden departed his role as Managing Director and General Counsel at Instinet, with both subsequently stepping down from the SIAA Board.

“Michelle was a strong advocate for greater diversity across our profession and was instrumental in driving initiatives focused on improving gender balance, while Liam’s legal expertise and governance experience were invaluable to the Board,” Mr Dee said.

“On behalf of SIAA and our members, we thank them both for their commitment and service.”

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Andrew Alcock

Euroz Limited (ASX: EZL) has partnered with leading investment and superannuation platform provider HUB24 (ASX: HUB) to deliver Encore, a new white label platform for their private wealth clients.

The new platform substantially broadens the investment choices for Euroz’s clients, while also providing them with first class administration and reporting tools.

Users of Encore will also benefit from the collective capability of HUB24 and its subsidiary Agility Applications via an integrated desktop interface connecting platform and broker applications from a single sign on. This solution will provide advisers with a unified view of their client portfolios including holdings on the platform as well as securities under a Holder Identification Number (HIN).

The integrated solution will enable advisers of stockbroker Euroz Securities and its fellow subsidiary Entrust, a wealth management specialist, to provide bespoke investment, superannuation and administration solutions to all clients irrespective of their size, risk appetite or investment objectives.  Additionally, Euroz will launch a series of managed portfolios on HUB24 in early 2018.

Euroz Securities Executive Director and Head of Private Clients, Chris Webster, said: “the release of our Encore platform in partnership with HUB24 allows us to offer broader investment choice and a market-leading customer experience to a wider group of clients than we currently service today.”

Mr Webster also said the group chose HUB24 for its ability to integrate with the existing infrastructure underpinning their business. “New products and functionality for clients complement our existing stockbroking business , which has been highly successful for nearly 20 years,” he added.

HUB24 Managing Director Andrew Alcock said: “Euroz is a highly regarded organisation with a strong track record in financial services we are very pleased to be partnering with them.”

“This is also an exciting business for us as it is the first white label partnership where we’re offering an integrated solution with our subsidiary Agility Applications.”, he said.

“Thanks to the combined solutions of both HUB24 and Agility we’re now taking the efficiency benefits we can generate for advisers and stockbrokers to the next level.

“The HUB24 Group is leading the change in leveraging its collective capabilities to develop and offer and end-to-end suite of solutions across a broader set of wealth management business models”, he added.

The services of Agility complement HUB24’s white label solutions and accelerate enhancements to support stockbrokers as the they increasingly transition into wealth managers.

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