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Showing 131 - 140 of 254 results for "private banking"

Colonial First State appoints independent super director

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... than 25 years international experience in financial services across investment banking, wealth management and private banking. Lewin had a 21-year career at UBS, including as chief executive officer of UBS Wealth Management Australia from 2005 to 2009 ...

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... advisers working with existing enterprise clients," FinaMetrica co-founder and director Paul Resnik said. "NBK's private banking clients on average invest close to US$5 million, despite the popular myth that most people using robos invest much smaller ...

PROFILE: PGI chief executive Grant Forster

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... high net worth area called Private Investment Division and there were very few people in Australia who knew what private banking was." To read the full story, download the latest edition of Financial Standard here.

Credit Suisse appoints new Australia chief

ALEX BURKE  |  FRIDAY, 10 APR 2015
... recently as co-head of investment banking. He will now be responsible for overseeing the company's Australian private banking, wealth management and investment banking arms and report directly to Credit Suisse Asia Pacific chief executive Helman Sitohang. ...

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
... service offerings, according to joint research by Deloitte and Efma. The research paper, "Wealth management and Private Banking - Connecting with clients and reinventing the value proposition", is based on a survey of 60 wealth management, family office ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... billion onshore and represented less than 1% of the growth in millionaire numbers. Investment Trends surveyed private banking client satisfaction and found that ANZ Private Bank edged ahead of NAB Private. According to Guiamatsia, ANZ's "Grow Centre ...

ANZ Australia CEO steps down, replacement announced

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... director of institutional APEA, based in Hong Kong, where he was responsible for institutional, commercial and private banking across Asia Pacific, Europe and America. ANZ New Zealand chief executive officer David Hisco will assume Chronican's responsibilities ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... management, para planning, dealer group support, technical support, financial planning operations across retail and private banking will further boost the experience in the netwealth Advice Group team," head of netwealth Advice Group Simon Micallef said. ...

Long-serving CBA exec announces retirement

MARK SMITH  |  MONDAY, 1 DEC 2014
The Commonwealth Bank of Australia's long-serving group executive, business and private banking, Grahame Peterson will retire early next year, the bank has announced. The company has promoted Adam Bennett from another role in the organisation to replace ...

CBA sees two top execs step down

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... confirmed that two members of the group's senior executive team will step down. CBA group executive of business and private banking Grahame Petersen will retire at the end of 2014 after nearly 35 years in the business. The bank will conduct an internal ...