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Showing 1 - 10 of 58 results for "BT head"

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... private asset investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail ...

AMP hires growth lead for super, investments

JAMIE WILLIAMSON  |  FRIDAY, 25 OCT 2024
... soon have a director for growth and customer solutions join its super and investments leadership team, hiring a former BT head of product. Julie Slapp will join the business on November 25 in the newly created role, tasked with developing and managing ...

Local private debt funds' growth potential 'remains strong': Preqin

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... advisers' demand for increased transparency and research on a rapidly growing, but traditionally opaque sector," BT said. BT head of investment product solutions Stuart Cadzow said Private markets were once considered the domain of institutional asset ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... well-intentioned legislation will generate the opposite effect of the intent behind the Quality of Advice Review," he said. BT head of financial literacy and advocacy Bryan Ashenden agreed that the CSLR levy "is particularly contentious." "Advisers agree ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA  |  TUESDAY, 4 JUN 2024
... conversations. How clients can find ways to boost their income has been the most frequently asked question in the last few months. BT head of financial literacy and advocacy Bryan Ashenden said with Australians living longer than previous generations ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac Leman said many HNW clients are keen to include private market investments in their portfolios, which ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... around property ownership will continue to be topical amongst financial advisers and their clients, going into 2024," said BT head of financial literacy and advocacy Bryan Ashenden. "Clients are discussing with their advisers how downsizing from a large ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
Former BT head of investment specialists John Allmey is now Mercer's strategic relationship leader within the investment business. Allmey, based in Sydney, reports to Mercer Pacific head of wealth management Luke Fitzgerald. The appointment follows ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
Colonial First State (CFS) has expanded its leadership team, hiring Chris Mather as its new executive director of new business. CFS group executive of distribution Bryce Quirk said: "Chris is an accomplished financial services executive and senior leader ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... practices in August, BT made the feature available to the more than 6000 advisers and 10,000 support staff using BT Panorama. BT head of platforms distribution Chris Mather said that RITA is a critical element of BT's support to advice practices, to ...
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