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Showing 111 - 120 of 454 results for "Private Bank"

Credit Suisse backs sustainability amid Federer furore

ALLY SELBY  |  MONDAY, 13 JAN 2020
... aiming to improve social and environmental issues and develop a sustainable global financial system. Credit Suisse Private Bank Australia's chief investment officer Andrew McAuley said sustainable investing, or socially responsible investing, will ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... Gunning worked as the general manager of advice at Asgard Wealth Solutions and also held senior positions at Deutsche Private Bank. Gunning is a board member of the Stockbroking Association of Australia and a senior fellow of the Financial Services Institute ...

Pendal family office lead moves to boutique

KANIKA SOOD  |  FRIDAY, 13 DEC 2019
... join Regal as its global head of distribution and marketing. Saunders was at Pendal for seven months as the head of private bank, broker and family office distribution. Prior to this, he was equities boutique Ophir Asset Management's head of sales ...

ANZ Private hands out $3.5b mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
ANZ Private has awarded a $3.5 billion mandate for multi-asset tactical asset allocation advisory. DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families. The firm has been an authorised ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
... a number of key positive changes in the business." Beaven has led EFP since January 2016, having joined from ANZ Private Bank where he was manager of advice solutions. Over the almost 13 years he has been in Australia, Beaven has also held roles with ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
The current climate is pushing the importance of asset allocation to the forefront of building robust portfolios, prompting investment experts to think outside the box of traditional assets. Karren Vergara writes. The importance of making the right ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
The chief executive of NewCo is set to exit among other changes to Commonwealth Bank's group executive lineup. Jason Yetton will depart in early January 2020 after just over 12 months in the role. To date, Yetton oversaw the divestment of Count ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... stockbroking. It sits within banking and financial services. In May last year, Macquarie said it was merging its private bank and private wealth business to concentrate on high-net worth advisers, as a part of which many advisers left the business. Group ...

AMP combines business units, appoints new boss

KANIKA SOOD  |  THURSDAY, 10 OCT 2019
AMP Limited has announced it is combining its Australian wealth management business with banking into a new entity named AMP Australia, and has shuffled its C-suite lineup. AMP chief executive Francesco De Ferrari said the integration of the wealth ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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