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Showing 101 - 110 of 500 results for "Private Bank"

Pinnacle hires from Schroders

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
Pinnacle Investment Management has appointed an associate director in its EMEA sales team, hiring from Schroders. James Longman will cover Pinnacle's institutional and wholesale investors across the UK, Europe, Middle East and Africa. Longman joins ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
Crestone Wealth Management has lost its head of sales, with a replacement yet to be appointed. Edward Blight, who was with the business for more than five years, has departed. He was with Crestone for more than five years including as head of investment ...

Westpac senior leader departs

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... general manager for advice and private wealth at BT Financial Group. She led BT Private Wealth, including Westpac Private Bank, for eight years from 2010 to 2018. Prior to joining Westpac, Watts was an executive director and division director in banking ...

JPMAM Australia chief to retire

JAMIE WILLIAMSON  |  TUESDAY, 4 MAY 2021
... Pacific at Citi Alternative Investments in Singapore. She was also head of alternatives distribution, EMEA at Citigroup Private Bank and held senior roles at Bankers Trust.

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

Iress hires former dealer group chief

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
... prior to that. Earlier in his career, Kellett was a division director at Macquarie and private client adviser at ANZ Private Bank. Iress confirmed that Kellett will be based in Sydney, reporting to chief commercial officer Michael Blomfield and will ...

Chief investment officer departs Mutual Trust

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... wealth, will now lead the business' investments. He has been with Mutual Trust since 2015, joining from Credit Suisse Private Bank. Prior to that, Gourlay held roles at Kardina Capital and Austock Asset Management. Prior to Mutual Trust, Bibby spent ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of ...

De Ferrari hasn't resigned: AMP

KANIKA SOOD  |  FRIDAY, 26 MAR 2021
AMP has confirmed its chief executive Francesco De Ferrari has not tendered a resignation, amid speculation. The Australian Financial Review on March 25 reported De Ferrari was set to resign on the day, after just over two years at AMP. The report added ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... has been named as head of high net worth groups and will be responsible for leading BetaShares' activities in the private bank, family office and high net worth investor space. Pattison joins BetaShares from Legg Mason (now Franklin Templeton) where ...