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Showing 181 - 190 of 498 results for "Private bank"

Channel Capital signs on new partnership

KANIKA SOOD | FRIDAY, 29 MAR 2019

A $23 billion international boutique has partnered with Channel Capital as it eyes the Australian adviser market after raising $2 billion from instos here. RWC Partners has launched an Australian-domiciled unit trust for their CC RWC Global Emerging ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR | THURSDAY, 21 MAR 2019

Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...

Swiss group acquires stake in local wealth firm

KANIKA SOOD | THURSDAY, 14 MAR 2019

... market," Shaw and Partners said. Additionally, the Aussie firm will work towards a longer-term project of rolling out a private bank offering within Australia, it said. Evans said: "For more than 30 years, Shaw and Partners has sought to provide clients ...

Channel Capital head of retail departs

KANIKA SOOD | THURSDAY, 14 MAR 2019

The head of retail distribution at the $12 billion multi-boutique has jumped ship to another fund manager and the role has been dissolved. Leeshen Chanique worked at Channel Capital for four years, most recently leading the retail/wholesale distribution ...

ANZ reshuffles leadership team

JAMIE WILLIAMSON | THURSDAY, 28 FEB 2019

ANZ is shedding its single governance and accountability structure, appointing two group executives to share responsibility for the Australian business' financial performance. The bank is introducing a new management structure to better navigate the ...

Challenger adds new boutique

KANIKA SOOD | WEDNESDAY, 13 FEB 2019

Challenger's multi-boutique asset management business has taken a minority stake in a new alternatives manager. Fidante Partners will take over the distribution and marketing of London-based FME Asset Management (Financial Markets Engineering), in line ...

Clime names distribution and private wealth lead

KARREN VERGARA | WEDNESDAY, 30 JAN 2019

... Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of financial advice and investments for about ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN | THURSDAY, 24 JAN 2019

BMO Global Asset Management has appointed a new chief executive following the retirement of its current leader. Joining BMO Global Asset Management in March is Kristi Mitchem. She will replace Richard Wilson on March 18. Mitchem is the current chief ...

Saxo chief departs for BT

HARRISON WORLEY | MONDAY, 7 JAN 2019

... will join BT Financial Group as Director - Private Wealth Services working directly with the Westpac and St. George Private Bank teams and their clients," Smoker said. Saxo's Asia Pacific chief executive Adam Reynolds said the firm had already started ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY | WEDNESDAY, 19 DEC 2018

... and AustSafe Super in July. Macquarie merges private wealth businesses In May, Macquarie decided to consolidate its private bank and private wealth business, in a move designed to allow the firm to concentrate on its high-net-worth clients. Super enters ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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