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Showing 121 - 130 of 305 results for "JBWere"

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... Credit Suisse, and head of distribution at Barclays Capital Fund Services. He has also held senior roles at Goldman Sachs JBWere, Skandia Australia, Permanent Trustees and BT Financial Group. Faddy said he was "looking forward to being part of this rapidly ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting from a failure to update template documents due to a process error. As a result of the findings ...

NAB Wealth growth steady

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... 1800 aligned financial planners. Net fund inflows dropped significantly for the bank's retail products, which includes JBWere, from $892 million to $304 million year-on-year. Its wholesale segment on the other hand, which includes investment management ...

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... Wealth Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head of sales Beau ...

VanEck expands investment lineup

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... in the investment solutions team at Bank of America Merrill Lynch in London and has also held roles with Goldman Sachs JBWere in private wealth management. "We are delighted that Brett has joined the Australian business. We continue to grow our investment ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... "Maximising our member's retirement outcomes is our mission - this new service will help us to help them achieve this goal." 8. JBWere to reduce adviser commissions JBWere announced in June it will be making a number of changes to its remuneration framework ...

NAB Wealth reports solid growth

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
... which increased 12%. NAB attributed the rise to strong investment markets, positive net funds flow and the inclusion of JBWere FUM from January 2016. Expenses for NAB Wealth dipped 4%, reflective of lower regulatory and compliance spend combined with ...

CSC names new board member

DARREN SNYDER  |  MONDAY, 19 SEP 2016
... Gearing earlier this month. Joining the CSC board is Ariane Barker. She is currently general manager, products and markets at JBWere and has more than 20 years' experience in international banking and finance. Barker has previously held roles including ...

Wilsons rebrand follows restructure

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
... was appointed head of institutional equities in April 2016 and brings more than 20 years' experience following roles at JBWere, Goldman Sachs JBWere, JP Morgan and CBA Equities. Chief executive of Wilsons Brad Gale said: "The business has flourished ...

Wealth division overhauled in latest NAB restructure

MARK SMITH  |  FRIDAY, 22 JUL 2016
... franchise with specialised agriculture, health, government, education and community services along with private banking and JBWere, as well as the small business segment from personal banking. Angela Mentis will lead this business as chief customer officer ...