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Showing 111 - 120 of 498 results for "Private bank"

FSC appoints new board member

ELIZABETH MCARTHUR | MONDAY, 1 FEB 2021

The Financial Services Council (FSC) has appointed MLC Wealth acting managing director Andrew Morgan to its board. Morgan joined MLC Wealth in 2019 as chief corporate services officer before becoming acting managing director in November 2020, after ...

Bell Financial Group profits up 44%

KANIKA SOOD | THURSDAY, 14 JAN 2021

... $129 million - up 7.4% from 30 June 2019. Net profit was $14.3 million - up 2.6%. Last year, it acquired Macquarie Private Bank's third-party clearing services.

Citi unifies global wealth management business

ELIZABETH MCARTHUR | THURSDAY, 14 JAN 2021

... Australia and New Zealand, including across custody, trading and banking. The new business will also incorporate Citi Private Bank and Citi Personal Wealth Management. O'Donnell will report to Anand Selva, chief executive of global consumer banking and ...

Christian Super recognised for impact investing

ANNABELLE DICKSON | FRIDAY, 18 DEC 2020

The $1.8 billion fund has been named the impact asset owner of the year at the Australian Impact Investment Awards. The fund has a diverse impact portfolio approaching 10% of total assets, that spans a variety of sectors including sustainability, healthcare ...

MLC names head of retail distribution

ELIZABETH MCARTHUR | TUESDAY, 8 DEC 2020

MLC Asset Management has appointed a head of retail distribution, joining from Robeco. Tom Keenan has been appointed head of retail distribution, which is a newly created role at MLC. He was most recently chief executive and regional head of wholesale ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON | MONDAY, 7 DEC 2020

... Private and making Haase redundant. Prior to his time at CBA, Haase was a partner and associate director at Macquarie Private Bank for four years and was responsible for banking services for ultra-high net worth clients. He also spent 13 years at Goldman ...

SSGA names global investments chief

KARREN VERGARA | TUESDAY, 24 NOV 2020

... team of more than 600 globally, including the Australian team. Heinel previously worked at OppenheimerFunds and Citi Private Bank. She will report to Cyrus Taraporevala, president and chief executive officer of SSGA. "Lori taking the reins as global ...

ESG bringing the family together

ANNABELLE DICKSON | TUESDAY, 24 NOV 2020

... worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 the wealthiest people in the world are due to transfer US$15 trillion of private wealth to their families ...

Lion Global partners with local distributor

KARREN VERGARA | MONDAY, 2 NOV 2020

... as at June 2020, and a team of over 40 fund managers and analysts. Borysiewicz is a former director of NAB's private bank who now helps represent a small selection of fund managers in Australia.

PwC appoints wealth services MD

ANNABELLE DICKSON | THURSDAY, 29 OCT 2020

The former ANZ Private Bank head of private advisory has jumped to PwC to take on the role of managing director: wealth services, private clients. Luke McCann headed private advisory at ANZ Private Bank for six months prior to which he was national ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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