The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 101 - 110 of 498 results for "Private bank"

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 ...

T. Rowe Price names new executive

ELIZA BAVIN | WEDNESDAY, 24 FEB 2021

... high-net-worth research and intermediary clients. Prior to joining T. Rowe Price in 2015 Arnott worked for Julius Baer Private Bank and Merrill Lynch Wealth Management in London and Los Angeles. In her new role, Arnott will be responsible for leading ...

Fund manager hires distribution director

KARREN VERGARA | TUESDAY, 23 FEB 2021

A boutique fund manager has welcomed a director of business development to a newly created role. GQG Partners has expanded its wholesale distribution strategy in appointing Ashneel Naidu, who was most recently at Vanguard Investments. Naidu reports ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

A guaranteed future

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE