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Showing 111 - 120 of 356 results for "Wealth Management business"

Citi to expand local securities team

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... of investment partnerships. Miranda's new role will see him responsible for promoting Citi's wealth management business, which sits within its retail banking arm. In 2019, the division grew its assets under management by 32%.

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

Citi appoints head of investment partnerships

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
... has hired from Westpac to appoint a new head of investment partnerships, tasked with promoting its wealth management business. Keith Miranda was most recently Westpac's head of strategic initiatives, digital and marketing. Prior to this, he headed Westpac's ...

ANZ completes OnePath sale to IOOF

ELIZABETH MCARTHUR  |  MONDAY, 3 FEB 2020
... operations since 1H18." It noted this transaction also completes ANZ's multi-year strategy to simplify its wealth management business, which began in 2016. "The acquisition of P&I will play a key role in the transformation of IOOF into Australia's leading ...

AMP confirms executive hire

ELIZA BAVIN  |  MONDAY, 3 FEB 2020
... Prior to taking on his new position Georgeson served as chief financial officer of AMP's Australian wealth management business and chief financial officer of AMP New Zealand. AMP chief executive Francesco De Ferrari said he was delighted to officially ...

AMP to cull super trustee, five funds

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
Francesco De Ferrari's long touted shake-up of AMP's wealth management business is starting to take shape, with the firm just months away from culling a superannuation trustee and five super funds. Responding to a question on notice from its November ...

Goldman Sachs realigns reporting structure

ALLY SELBY  |  WEDNESDAY, 8 JAN 2020
... set aside the previous year. The new consumer reporting segment also includes details on the bank's wealth management business, an area which the bank is trying to expand. Over the three quarters ending in September, the bank generated US$3.79 billion ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... perspective, this gives us the opportunity to significantly enhance our core existing advisory and wealth management business, whilst providing our advisers with expert solutions for their clients' mortgage needs."

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... Minnett "in a strong position, one that is envied by peers", and recognised the chief for growing its wealth management business post GFC. Gunning "has overseen the transition of Ords from a traditional broking business to a wealth management business ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... manager has announced the launch of a new managed fund platform and appointed a custodian. MyState's wealth management business, TPT Wealth, has launched a new platform to provide managed fund investors with national digital services. MyState chief executive ...