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Showing 121 - 130 of 269 results for "Relationship management"

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... Management, a Melbourne-based Australian equities fund manager. Over nine years, his primary focus was on relationship management across institutional and retail channels, including dealer groups, family offices, researchers and platforms. In October ...

Industry fund names investment operations boss

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
... tax, the fund said. Chief investment officer Kristian Fok said Youssef has outstanding leadership and relationship management skills and proven track record in investment operations. He has been an integral member of the investments team and will play ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting, registry, policy administration and telephony. AMP said the new tool "aims to help advisers better ...

Northern Trust appoints head of Australasia

ALEX BURKE  |  THURSDAY, 1 MAR 2018
... sales for the Asia-Pacific region. Before that, he was head of sales and marketing, head of sales and relationship management and head of client services. Before Northern Trust, Calvitto was head of sales and account management at ANZ and vice president ...

Industry fund on the hunt for investment operations boss

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... equities." He added that the candidate for the new role should be "someone with exceptional leadership and relationship management skills with the capacity to provide high level strategic advice and support to the investment leadership team, group executives ...

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
... integration is well advanced, projects to deliver strategic product initiatives are underway and the sales and relationship management model for the merged business have been formulated for implementation in January 2018," MGP chief executive David Heather ...

T. Rowe Price expands local distribution team

EMMA RAPAPORT  |  THURSDAY, 14 DEC 2017
... the Victorian and Tasmanian intermediary markets, based in Melbourne. T. Rowe Price director and head of relationship management for Australia and New Zealand Murray Brewer said a growing recognition in markets was driving renewed investor demand for ...

Custody specialist moves from J.P. Morgan to RBC

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... services, largely in custody and asset management. He was most recently, executive director, sales and relationship management, J.P. Morgan Australia. "As we look to grow market share in the region, David's proven track record for developing businesses ...

Industry veteran joins RBC, targets Australian growth

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
... the majority of which was spent at J.P. Morgan where he was most recently executive director, sales and relationship management, Australia. Reporting to David Travers, managing director and head of I&TS Australia, Brown will be responsible for leading ...

Equity research firm expands to Australia

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
... managing director to head the Asia Pacific business. Melbourne-based Spark was previously OneVue's head of relationship management for the southern region for about two years. Prior to that, he served in executive roles at One Investment, ShareBPO, FundBPO ...