Wilson HTM will use Ausmaq’s Fundstreme service for its expanding individually managed account capability, Private Portfolio Service.
Wilson HTM joins other clients of Ausmaq’s Fundstreme capability including Avanteos and E*Trade. Paul Bryant, Wilson HTM head of advisory services, said it was looking for an efficient solution with ability to align to client and adviser needs. “;Ausmaq has demonstrated the right combination of technology and support,”; he said. Wilson HTM has $2 billion in funds under advice and approximately 1,500 clients of its Private Portfolio Services. Rob Brown, Ausmaq chief executive officer, said the company was seeking to position its processing capabilities much closer to the efficiency levels achieved in traded markets. “;This is of clear relevance to leading brokers like Wilson HTM,”; he said.
Asset owners that have set emission reduction targets face the onerous task of collecting and aggregating emissions data for every asset they own, and the challenge has been particularly complex for unlisted assets. Aware Super head of responsible investment Liza McDonald says working with the provider of the infrastructure that connects asset owners to asset managers and underlying assets has been “a brilliant step”.
Simon HoyleMay 12, 2025
