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Showing 1061 - 1070 of 2383 results for "Citi"

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Citi Australia's wealth management and advice arm is ramping up its digital offerings in an effort to be a leader in the region. Speaking at a Sydney media roundtable yesterday, Citi Australia head of consumer banking in Asia Pacific, Anand Selva, said ...

Generational change for La Trobe leadership team

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
La Trobe Financial is bidding farewell to two long-serving executives and has appointed from within to name successors as well as a new chief corporate treasurer. La Trobe chief operating officer Brian Ford is retiring after more than 35 years with ...

Crowe Horwath acquires Grafton accountancy

JAMIE WILLIAMSON  |  MONDAY, 17 JUL 2017
Crowe Horwath added a Grafton-based accounting practice to its network, in what the firm described as a major step in its expansion strategy. Family-owned business R.G. Turns Accounting and Taxation has operated in Grafton for more than 25 years, and ...

Brexit endangers EU asset manager passport

KARREN VERGARA  |  MONDAY, 10 JUL 2017
Australian financial services companies relying on regional headquarters in London to access the European Union - essentially 28 countries - hangs in the balance once Brexit is finalised. Statistics from the Financial Conduct Authority show about 5500 ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
An investigation by ASIC has forced NAB Group advice licensees to make corrective disclosures to customers. The corporate regulator found that NAB's dealer groups failed to disclose relationships between advisers, licensees, and other members of the ...

Good goings-on in China

BENJAMIN ONG  |  THURSDAY, 6 JUL 2017
Were it not for North Korean leader Kim Jong-un's "package of gifts" delivered on America's 4th of July Independence Day celebrations, the goings-on in China would remain buried on page 6 of the financial media. This could be because when it comes to ...

Industry super fund appoints new chair

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
A $10 billion industry superannuation fund named its first female chair this week. Sydney-based Local Government Super confirmed Woollahra councillor Katherine O'Regan now holds the top board position. O'Regan has been an LGS trustee and director since ...

Short-termism obsession misses premia: Study

KARREN VERGARA  |  THURSDAY, 29 JUN 2017
Investors are missing out on return premiums of up to 1.5% per annum simply because they are too focused on quarterly earnings and short-term gains. Moving out of a short-termism mentality requires a "major shift" in asset managers' mindset and skills ...

Australia a nation changing fast: Census

ALEX DUNNIN  |  TUESDAY, 27 JUN 2017
The first snapshot results of the 2016 Census have been released by the Australian Bureau of Statistics and for the wealth management industry they paint a picture of a rapidly changing nation and marketplace. For starters, population growth is increasing. ...

Senior hires at Northern Trust

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... services Angelo Calvitto. Sydney-based Tuxford was recently a senior relationship manager with ANZ Wealth and has worked at Citi and RBC Investor Services. Melbourne-based McWilliams was previously a senior relationship and sales manager at J.P. Morgan ...