POWERED BY MOMENTUM MEDIA
OneVue snares ‘profit-for-member’ mandate
OneVue has announced new clients for its Platform Services offering — MGD Wealth, Prosperum Wealth, and what it describes as a "significant profit-for-member firm".
OneVue executive general manager for wealth management services, Matt Lawler said the new client mandates followed on from record quarterly inflows of $310 million in the December quarter.
"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," he said.
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, while Prosperum Wealth is a Melbourne-based boutique advisory firm.
The OneVue announcement said it had 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.
"MGD Wealth and Prosperum Wealth are two quality advisory firms and we are excited to partner with them," Lawler said.
"To also be selected by a "profit-for-member" organisation is significant as it demonstrates OneVue's capabilities."
Recommended for you
Australia’s largest superannuation fund has confirmed all members who had funds stolen during the recent cyber fraud crime have been reimbursed.
As institutional investors grapple with shifting sentiment towards US equities and fresh uncertainty surrounding tariffs, Australia’s Aware Super is sticking to a disciplined, diversified playbook.
Market volatility continued to weigh on fund returns last month, with persistent uncertainty making it difficult to pinpoint how returns will fare in April.
The Association of Superannuation Funds of Australia (ASFA) has called for the incoming government to prioritise “certainty and stability” when it comes to super policy.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
90.28 3 y p.a(%)
2
GAM LSA Private Shares AU I
37.08 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.44 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.12 3 y p.a(%)
5
Global X GlobalX FANG+ ETF
28.28 3 y p.a(%)
