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Showing 1 - 10 of 275 results for %22JBWere%22

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... expensive product on a per member basis of $1931, followed by Perpetual at $1427, FES Super at $1391 and Goldman Sachs & JBWere Superannuation Fund that costs $1326. ANZ Staff Super was the cheapest per member at $9, followed by Commonwealth Super Corporation ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... and education at UniSuper, and Ashurst partner Jonathan Gordon. It will be moderated by Andrew Bird, head of advice at JBWere. Financial Standard is the media partner of the 2024 Stockbrokers and Investment Advisers Association Conference.

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... head of advice Amanda Boyce and Ashurst partner Jonathan Gordon. It will be moderated by Andrew Bird, head of advice at JBWere. Financial Standard is the media partner of the 2024 Stockbrokers and Investment Advisers Association Conference.

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... at Investors Mutual, a role he held for 17 years. He also held positions at Advance Asset Management, Deutsche Bank and JBWere. At Wheelhouse, McGauley was responsible for driving the growth of Wheelhouse's global equities and Australian equity capabilities ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating in the ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services Josephine Paino, and will report to JBWere head of family advisory and philanthropic ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed by merging JBWere NZ and BNZ Investment Services, owned by NAB, with Jarden and Harbour Asset Management. According to the proposed transaction ...

VFMC selects new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... roles within financial services, most notably as general counsel and managing director for Goldman Sachs Australia and JBWere & Son, where she spent two decades.

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting the retail client demographic in 2018, largely due to the complex regulatory environment and the ...
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