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Showing 131 - 140 of 498 results for "Private Bank"

US investment firm launches in Australia

ELIZABETH MCARTHUR  |  MONDAY, 13 JUL 2020
... adding value to Australian investor portfolios." Axius - which provides services to institutional, family office, private bank and wealth manager investors - will distribute the ARP offering in Australia. "Axius is delighted to welcome ARP to its suite ...

Pengana sales manager departs for Sunshine State

ALLY SELBY  |  THURSDAY, 9 JUL 2020
Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland. Alex Keen joined Pengana in June 2015 as a regional distribution manager for ...

NAB Private executive departs

KANIKA SOOD  |  WEDNESDAY, 8 JUL 2020
After Anthony Healy's departure from National Australia Bank's private banking business in March, another executive has left the bank. NAB Private customer executive Jason Murray is joining ASX-listed fintech FlexiGroup Limited as its chief financial ...

JBWere to continue using Praemium

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
JBWere has extended its agreement with the ASX-listed platform business to provide reporting and non-custodial administration for the private banking giant's wealth management client portfolios. JBWere will continue using Praemium for another two years. ...

Advice head leaves ANZ

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
... I have also made lifelong friendships along the way." In March 2020 ANZ told staff it would cut 230 jobs from its private bank and financial advice businesses. Caulfield thanked everyone he had worked with and said he looked forward to the next chapter ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...

Former BMO head joins big four executive line-up

ALLY SELBY  |  MONDAY, 29 JUN 2020
A former business banking head at the Bank of Montreal will relocate to Australia, after he nabbed a role as the group executive of business and private banking at one of the country's big four banks. Andrew Irvine has been appointed in the role at ...

HSBC hit with $2.3bn suit over Disney investments

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 JUN 2020
... HSBC is facing a $2.3 billion (GBP 1.3 billion) law suit over investments in Disney films allegedly promoted by its private bank in the UK. The Eclipse Film Partnerships were a series of film financing schemes conceived by HSBC and promoted by Future ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
The Commonwealth Bank has confirmed Marianne Perkovic will depart Australia's biggest bank, pointing to the recent transition of its private banking division as grounds for the exit. CBA's private banking business recently shifted to sit within ...

Vanguard adds to Aussie executive lineup

ALLY SELBY  |  FRIDAY, 19 JUN 2020
Vanguard has appointed a new lead for its Personal Investor business, as the incumbent steps down for opportunities abroad. Balaji Gopal has been appointed as Vanguard Australia's new head of Personal Investor, and will also join the investment ...