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Showing 91 - 100 of 504 results for "Private bank"

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... Investment Management professional fund selector survey reveals what fund selectors at leading wealth management, private bank, and insurance platforms around the world are looking for. The survey asked 436 fund selectors what they think the most significant ...

Alternatives platform hires from GAM

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
... month and most recently led the fundraising efforts for GAM's private wealth, wholesale, HNW, endowments and private bank clients. Before GAM, he worked in business development and investor relations at Pengana Capital for a year. Four years prior ...

PineBridge hires Asia wealth management lead

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
PineBridge Investments appointed a head of wealth management for the Asia region in a newly created role. The global asset manager has hired Nicolas Kopitsis, who finished up at BNY Mellon Investment Management in April 2021. At BNY, Kopitsis was the ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
Crestone Wealth Management is set to be acquired by one of the world's largest privately owned wealth managers, LGT Group. Under the agreement, LGT Group will acquire 100% of Crestone for $475 million. "The proposed transaction would enable Crestone ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business of private bank and asset manager EFG International, Shaw and Partners' majority owner. Jackson brings more than 25 years' experience in ...

Former Women in Super chief joins AIST

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
The Australian Institute of Superannuation Trustees (AIST) appointed the former chief executive of Women in Super as general manager, professional development. Sandra Buckley led Women in Super for the past eight years where she was responsible for ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... Party Platform. TPP, the subsidiary of ASX-listed Bell Financial Group, will begin servicing Macquarie Equities' private bank and wrap platform this month. TPP has been providing settlement and clearing services to Bell Potter Securities since November ...

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
A former Westpac executive has joined BlackRock to lead its wealth division for Asia Pacific. BlackRock appointed Guilherme Lima to the position of Asia Pacific head of wealth, responsible for developing strategies for wealth management, private banks ...

JANA makes senior appointment

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 OCT 2021
JANA has bolstered its not-for-profit division with a new appointment. Kevin Fernando joins JANA as client development director for NFP. Fernando was previously the founder and managing director of Mercury Associates, an independent NFP investment consultancy. ...