Netwealth Group (ASX: NWL) — Perfil da empresa, notícias e dados financeiros
Netwealth Group is a financial services company offering investment and superannuation services through an accessible investment platform.
Netwealth Group
Netwealth Group is a financial services technology company that provides wealth management and platform administration services to financial advisers and retail investors across Australia. The company operates a wealth management platform offering portfolio administration, superannuation solutions, managed accounts, and investment options. Its core products include Wealth Accelerator, Super Accelerator, Netwealth Private, and Global Specialist Series funds. Netwealth Group enables wealth professionals and self-directed investors to manage, administer, and report on superannuation, self-managed super funds, and non-superannuation investment portfolios through an integrated technology ecosystem.
Resumo
Operações
Produtos e/ou serviços de Netwealth Group
- Wealth Accelerator: Investor directed portfolio service (IDPS) platform providing non-superannuation asset administration, transaction execution, and reporting across Australian securities, international securities, managed funds, term deposits, and managed accounts for financial advisers and retail clients.
- Super Accelerator: Superannuation and retirement administration solution operating within the Superannuation Master Fund, offering accumulation and pension accounts, self-managed super fund (SMSF) administration support, and access to diverse investment options for individual members and advisers.
- Managed Accounts: Custodial and non-custodial managed account solutions allowing wealth professionals to administer model portfolios, execute discretionary portfolio management, and manage bespoke client asset allocations with automated rebalancing and consolidated reporting functionality.
- Netwealth Private: Premium wealth administration and custodial service designed for high-net-worth individuals, family offices, and sophisticated investors requiring specialized reporting, non-custodial asset administration, and dedicated service support across diverse asset classes.
- Global Specialist Series Funds: Managed fund solutions and model portfolios managed and distributed through the platform, giving account holders access to multi-asset strategies, specialist underlying fund managers, annuities, and structured investment vehicles.
- Non-Custodial Asset Administration: Administration, software, and reporting services provided via XWrap for assets held outside the primary custodial platform, enabling financial advisers to aggregate, monitor, and report on clients off-platform holdings.
equipe executiva do Netwealth Group
- Matthew Alexander Max HeineCEO, MD & Director
- Hayden StockdaleChief Financial Officer
- Nick WalkerChief Technology Officer
- Jodie HensonChief Risk, Legal & Governance Officer and Company Secretary
- Damian HollandExecutive General Manager of Sales & Distribution
- Matt WestExecutive General Manager of Product & Marketing
- Shanyn PayneChief People Officer
- Lindsay CoatesHead of Strategic Accounts
- David SutherlandChief Customer Operations Officer
- Victoria DupucheHead of Training & Relationship Management
Últimas notícias sobre a Netwealth Group
Netwealth reaches record $139.2B in FUM for Q3
AustraliaNetwealth hit by class action over collapse of fund
AustraliaNetwealth faces potential class action over super fund
AustraliaNetwealth Group buys Paradino for up to $29M
AustraliaNetwealth reports record $135M FY26 profit
AustraliaNetwealth Group hits $135.7B funds under administration
Australia
Comunicados recentes
O que a Netwealth Group (NWL) comunicou ao mercado, do mais recente para o mais antigo.
- Notification regarding unquoted securities - NWL
- Notice of Annual General Meeting/Proxy Form
- Change of Director's Interest Notice
- Change of Director's Interest Notice
Histórico de dividendos
Dividendos por ação pagos pela Netwealth Group, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2027(até o momento) | A$0.2100 | — | — | A$0.2800 |
| FY2026 | A$0.2100 | A$0.2100 | — | A$0.7000 |
| FY2025 | A$0.1400 | A$0.1750 | — | A$0.5950 |
| FY2024 | A$0.1300 | A$0.1400 | — | A$0.5500 |
| FY2023 | A$0.1000 | A$0.1100 | — | A$0.7400 |
Principais indicadores financeiros
Resultados divulgados pela Netwealth Group, em AUD.
- Cap. de mercado
- 4,4 bi
- Receita (TTM)
- 389,7 mi
- P/L
- 69.0
- LPA (diluído, TTM)
- 0.3
- Dividend yield
- 2.4%
- Margem de lucro
- 15.6%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 382,9 mi | 176,5 mi | 60,7 mi | |
| 312,3 mi | 157,1 mi | 116,5 mi | |
| 255,2 mi | 134,8 mi | 83,4 mi | |
| 207 mi | 90,1 mi | 67,2 mi |