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Showing 161 - 170 of 1918 results for %22JP Morgan%22

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... their global assets and over two thirds of Generation X want to do so. Crestone head of strategy and development Clark Morgan said the wealthy still rely on what's familiar. "Arguably their portfolios are still not as diversified as one would like, with ...

Morgan Stanley promotes two senior leaders

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Morgan Stanley Australia appointed a new local wealth management research lead as the incumbent takes on an executive role overseas. Head of wealth management Australia research Nathan Lim will relocate to Hong Kong to assume the position of co-head ...

Pendal expands Northern Trust mandate

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... Stavrou as its new Australia and New Zealand lead, replacing Angelo Calvitto who became the head of Asia Pacific. J.P. Morgan has the largest share of the Australian custody market with $1.1 trillion in assets under custody. Northern Trust comes in second ...

Rest hires from MLC Asset Management

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... Previous roles she's held include principal at Greenwich Associates, deputy head of European product development at JP Morgan Asset Management and vice president, product development at BlackRock in London. Her appointment follows several others made ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been popular with international players as it ...

Treasurer announces FIRB, RBA appointments

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... in the finance sector both in executive and non-executive roles and has previously worked as a banker and as a lawyer at Morgan Stanley, JP Morgan and Linklaters & Paines. She is currently a member of the Future Fund Board of Guardians, a non-executive ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
The number of women working in the financial advice industry has dropped to 21% compared to 25% two years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool ...

BlackRock Australia expands client distribution team

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
BlackRock Australia has today announced the appointment of Tamara Haban-Beer Stats to the role of whole portfolio solutions director within client business, as it expands its distribution team. Reporting to head of iShares wealth (iSW) Australasia Chantal ...

BTC Markets adds to advisory board

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... before taking on the role of executive general manager - trading services, data, and technology. He held positions at J.P. Morgan, SFE Corporation and has advised on boards including Yieldbroker, ASX Refinitiv Charity Foundation and Mycelium. Duursma ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
Shaw and Partners has appointed a former Franklin Templeton and J.P. Morgan executive as director of sales and distribution, Australia. Matthew Jackson has taken on the role, responsible for strategy, business development and investor relations for ...