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Showing 171 - 180 of 498 results for "Private bank"

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... 50 financial advisers by Barron's this year. Duke was at Westpac for more than 14 years, working primarily in its private bank with HNW and super HNW clients. Integral Private Wealth was founded by Simon in 2015. Simon appeared in the Financial Standard ...

Deutsche Bank slashes global workforce, exits global equities

KARREN VERGARA  |  MONDAY, 8 JUL 2019
... (corporate and commercial clients, transaction banking); investment bank (financing, advisory, fixed income; currencies); private bank (private customers across all segments and business clients); and asset management (DWS). Deutsche Bank's local equities ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took ...

ANZ cleared of $50m fee bungle

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
ASIC has cleared ANZ of the $50 million fee-for-no-service misconduct connected to its Prime Access offering. The corporate regulator said it is satisfied by the audited attestation it received from ANZ, signed by managing director private banking and ...

Super gets an insider in ministry reshuffle

HARRISON WORLEY  |  MONDAY, 27 MAY 2019
A former senior adviser at AustralianSuper will take responsibility for the superannuation sector, after Prime Minister Scott Morrison unveiled a reshuffled ministry. Jane Hume, a former senior policy adviser at Australia's largest super fund, will ...

Boutique hires distribution lead from AMP Capital

KARREN VERGARA  |  FRIDAY, 24 MAY 2019
... financial adviser and private client segments. Saunders left Ophir in March. In May, he joined Pendal Group as head of private bank, broker and family office distribution. He previously worked at Bell Potter Securities in intuitional sales and trading ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased out ...

Suncorp Super appoints new chair

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... has over 30 years of experience in the financial services sector, including as a former general manager of Westpac Private Bank. In addition to Mercer, she also serves as a non-executive director of IMB Limited, Australian Philanthropic Services and ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
AMP has announced five new appointments to its wealth management leadership team. Dedicated to providing better experiences and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
Some big names in wealth management have joined the board of the Financial Services Council, including from AMP and Challenger. AMP chief executive, wealth management Alex Wade, Challenger chief financial officer Andrew Tobin and Jason Yetton - who ...