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Showing 111 - 120 of 138 results for "Geoff Lloyd"

Promnitz joins IFSA board

MICHAEL HOBBS  |  TUESDAY, 8 SEP 2009
... Bissaker, chief executive at Colonial First State Investments, Allan Griffiths, chief executive at Aviva Australia, Geoff Lloyd, general manager of advice & private banking at BT Financial Group and Anne O'Donnell, managing director at Australian Ethical ...

Clients listen, but switch anyway

RUTH LIEW  |  THURSDAY, 16 APR 2009
... cent are willing to make investment switches without consulting their planner, according to a new Securitor survey. Geoff Lloyd, general manager, advice and private banking BT Financial Group, said 78 per cent of Securitor advisers are servicing clients ...

Coombe names wealth management execs

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
... BankSA financial planning divisions. Former St. George Wealth group executive and head of Asgard Wealth Solutions, Geoff Lloyd was appointed BT Financial Group's general manager of advice and private banking less than two weeks ago. Each general manager ...

Westpac names merger team

MICHAEL HOBBS  |  THURSDAY, 20 NOV 2008
... merger, with Rob Coombe appointed as the chief executive of the enlarged wealth management business, BT Financial Group. Geoff Lloyd, St. George Wealth group executive and head of Asgard Wealth Solutions, joins the combined group as BT Financial Group's ...

Asgard to launch alternatives to cash

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Speaking at the Securitor conference in Auckland, New Zealand, Geoff Lloyd, Asgard Wealth Solutions chief executive said the group is developing new products to help Securitor clients stay fully invested in the market instead of allocating money to ...

Platforms demand liquidity on alternatives

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
... portfolio, platforms are still coming to grips with the liquidity and pricing issues surrounding the asset class. Geoff Lloyd, chief executive at Asgard Wealth Solutions, said Asgard's platform provided investors with access to hedge funds, structured ...

What happened to baby platforms?

ALEX DUNNIN, MICHAEL HOBBS  |  WEDNESDAY, 14 NOV 2007
... asset allocation, it's easier to people into a smaller type offering. It's also easier for the adviser," he said. Geoff Lloyd, chief executive at Asgard Wealth Solutions, agrees. "We do feel the need to offer a mini platform for lower cost, lower service ...

Asgard extends income cover

... capacity to have your super fund pay for the cover is also a significant advantage," said Asgard Wealth Solutions chief Geoff Lloyd. The group plans to release even more improvements to its insurance offering next year including an upgrade to its personal ...

Securitor head moves to St.George Insurance

... head of business and strategy development. St.George group executive and chief executive of Asgard Wealth Solutions Geoff Lloyd said the appointments coincide with the bank's decision to focus on insurance as a 'strategic priority'. "Our financial planners ...

St.George restructure at the top

HAMISH MADDEN  |  THURSDAY, 15 MAR 2007
... of group strategy, responsible for long-term strategy, strategic investments and merger and acquisition activity. Geoff Lloyd continues as head of wealth management for the group and chief executive officer of Asgard Wealth Solutions, but will now also ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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