Search Results | Showing 1 - 10 of 58 results for "BT head" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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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