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Showing 11 - 20 of 22 results for "Commonwealth Private"

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... it knew had passed away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count Financial were ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... roles at J.P. Morgan, Macquarie and Bankers Trust. The FSC also appointed CBA executive general manager, Commonwealth Private, Marianne Perkovic as a director, replacing CBA wealth management group executive Annabel Spring. Perkovic was previously executive ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... partnerships with a number of industry organisations including AMP, PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... between a prospective client and a financial planner. Perkovic, who will soon become executive general manager, Commonwealth Private, says that meeting "is nothing like a normal conversation with a human being. It's abstract, we wouldn't talk that way ...

CBA's wealth head moves to new EGM role

ALEX BURKE  |  WEDNESDAY, 6 JUL 2016
CBA has appointed a new executive general manager, Commonwealth Private. Marianne Perkovic was previously executive general manager advice, overseeing CBA's aligned advice businesses. She joined CBA in 2010 as general manager distribution for Colonial ...

CBA to close institutional equities business

MARK SMITH  |  TUESDAY, 8 DEC 2015
... have not been able to provide access to global equity markets." The new alliance will enable CommSec and Commonwealth Private Bank customers to access Goldman Sachs' pipeline of equity offerings, including IPOs and will also see ongoing collaboration ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... Bank took the gong for outstanding institution for its service for $10 million to $50 million clients while Commonwealth Private took the award for the $1 million to $10 million range. The awards winners are: Outstanding Institution Ultra HNW $50M+ Award ...

CFS launches range of SMAs

JAMES FERNYHOUGH  |  THURSDAY, 1 MAY 2014
Colonial First State has launched a suite of separately managed accounts (SMAs), now available to Commonwealth Private clients. The 11 different SMAs cover a range of strategies, from conservative to growth options. Some are wholly managed, while others ...

Peer-to-peer portfolio benchmarking gains appeal

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
... business that employs six people and was founded last November. Ward previously worked as executive manager for Commonwealth Private, as national sales manager for Austock Group and with St George Bank in Melbourne. In the late 90s, he was based in South ...

Investment complexity on the rise for UHNW clients

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... Australian Private Banking Awards, run by the Australian Private Banking Council, while Macquarie Bank and Commonwealth Private took out the Outstanding Institution titles in the respective $10m-$30m and $1-$10m categories. According to Galligan, the ...