Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 305 results for "JBWere"

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... St George and Sabil Chowdhury from Macquarie. In 2018, Koda hired Frank Macindoe, James Hawthorne and Brendan Jones from JBWere as well as Justin Lucas and Alison Matthews from Commonwealth Bank.

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
... capital markets and investment research, having previously been a top-rated research analyst over a decade at Goldman Sachs JBWere." Ryan, who takes over the reins from interim chief financial officer and company secretary Warwick Keneally, will lead ...

Industry fund names new investment chief

JAMIE WILLIAMSON  |  TUESDAY, 21 JAN 2020
... lead up to its merger with Sunsuper. He has also previously held roles with Myer Family Investments, ANZ and Goldman Sachs JBWere. Confirming the appointment to Financial Standard sister publication Industry Moves, a spokesperson for the fund said: "Media ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... institutions. He is the former general manager, wealth services at NAB, head of private wealth management at Goldman Sachs JBWere, and managing director and chief executive of Deutsche Securities Asia. Commenting on his appointment via LinkedIn, Hamilton ...

Vanguard appoints operation risk lead

KANIKA SOOD  |  THURSDAY, 12 SEP 2019
... year. Rodrigues has been at Vanguard since 2012, starting as an operational risk analyst. Prior to this, she worked at JBWere. Vanguard this week opened its first fundamentally managed active funds in Australia, managed by external managers. The Vanguard ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... licensees, indicating further possible exits. Meanwhile, NAB itself dropped 32 advisers, to bring its total to 478, while JBWere lost six. AMP and its aligned dealer groups have contracted too, with a combined total of 187 advisers leaving. This could ...

NZ$5 trillion investor group supports Christchurch Call

ELIZABETH MCARTHUR  |  THURSDAY, 16 MAY 2019
... Superannuation Fund, National Provident Fund and Kiwi Wealth. AMP Financial Services New Zealand, ANZ New Zealand Investments, JBWere NZ, Milford Asset Management, Westpac/BT Funds management, AMP Capital International, Australian Ethical, HESTA, Church ...

Clime taps retail market

KARREN VERGARA  |  THURSDAY, 11 APR 2019
... wholesale and sophisticated investors. It joins six other investment managers on OpenInvest, including Macquarie, Schroders and JBWere. Clime chief executive Rod Bristow said: "It's becoming quite evident that self-directed investors, and especially ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... chided by the regulator for also failing to meet the RG256 guidance. Westpac licensees Securitor and Magnitude and NAB's JBWere also copped heat, with both institutions' report cards littered with instances where the three licensees had not revealed ...