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Showing 111 - 120 of 231 results for "Private Banking"

Credit Suisse appoints new Australia chief

ALEX BURKE  |  FRIDAY, 10 APR 2015
... recently as co-head of investment banking. He will now be responsible for overseeing the company's Australian private banking, wealth management and investment banking arms and report directly to Credit Suisse Asia Pacific chief executive Helman Sitohang. ...

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
... service offerings, according to joint research by Deloitte and Efma. The research paper, "Wealth management and Private Banking - Connecting with clients and reinventing the value proposition", is based on a survey of 60 wealth management, family office ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... billion onshore and represented less than 1% of the growth in millionaire numbers. Investment Trends surveyed private banking client satisfaction and found that ANZ Private Bank edged ahead of NAB Private. According to Guiamatsia, ANZ's "Grow Centre ...

ANZ Australia CEO steps down, replacement announced

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... director of institutional APEA, based in Hong Kong, where he was responsible for institutional, commercial and private banking across Asia Pacific, Europe and America. ANZ New Zealand chief executive officer David Hisco will assume Chronican's responsibilities ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... management, para planning, dealer group support, technical support, financial planning operations across retail and private banking will further boost the experience in the netwealth Advice Group team," head of netwealth Advice Group Simon Micallef said. ...

Long-serving CBA exec announces retirement

MARK SMITH  |  MONDAY, 1 DEC 2014
The Commonwealth Bank of Australia's long-serving group executive, business and private banking, Grahame Peterson will retire early next year, the bank has announced. The company has promoted Adam Bennett from another role in the organisation to replace ...

CBA sees two top execs step down

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... confirmed that two members of the group's senior executive team will step down. CBA group executive of business and private banking Grahame Petersen will retire at the end of 2014 after nearly 35 years in the business. The bank will conduct an internal ...

HK funds market climbs to A$2.4tr

ALEX DUNNIN  |  THURSDAY, 10 JUL 2014
... end 2013 Hong Kong money managers were in charge of A$1.7 trillion in assets under management, A$413 billion in private banking business and A$249 billion in fund advisory. The HKSFC noted that while assets management grew 39%, private banking business ...

Mercer appoints research manager from Count

MARK SMITH  |  THURSDAY, 10 JUL 2014
... and platforms at Count. He has also been research manager at AMP, head of portfolio and product in St George's private banking division before the group merged with Westpac and chief investment officer of the AM Corporation before it was bought out by ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... outstanding institution for its Ultra High Net Worth (UHNW) service offering ($50 million plus) at the Australian Private Banking Awards for the fourth consecutive year. The Australian Private Banking Awards are organised by financial services intelligence ...