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Showing 191 - 200 of 251 results for "private banking"

Blackshaw appointed QLD/WA head

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... building its local leadership for distribution teams in each state. Blackshaw will assist the development in the private banking sector. Prior to joining St George Private Clients, Blackshaw was east coast director at Bank West Private Banking and earlier ...

Asset management boosts JPMorgan Q3 earnings

JOHN MCDULING  |  THURSDAY, 14 OCT 2010
Asset management and private banking featured prominently in JP Morgan's results overnight, the first of the major US investment houses to report third quarter earnings. The company's asset management division recorded net income of US$420 million ...

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... to talk about the role of research behind APLs. Karla Borland, vice president, funds analyst at Credit Suisse Private Banking and panelist at last week's annual Rainmaker Marketing Symposium, said external research houses' ratings should not be used ...

Finsia launches fin services credential

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
... behaviour and attitude," said Martin Fahy, chief executive at Finsia. The credential will be rolled out to the private banking advice industry and also in wealth management and securities broking. He said FSP would improve public perception of poor conduct ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
... started as a private client manager with Bank of Scotland in the UK in 2002. He later worked at HSBC in their Private Banking divisions managing portfolios of high net worth clients. Upon returning to Australia in late 2007, Thomas became a senior financial ...

Lloyd joins Perpetual from BT

COMPANY RELEASE  |  THURSDAY, 22 APR 2010
... career includes recent senior roles with BT Financial Group (BTFG) where he was general manager of advice and private banking following the merger of BTFG with St George's Wealth Management business. Prior to the merger with BT, Lloyd led St George's ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... Clients. Cooper has also elevated and redefined the group's distribution businesses across financial advice and private banking. BTFG is the wealth management arm of the Westpac Group, which now includes the wealth division of St.George bank following ...

Merrill Lynch exec heads Macquarie Private Wealth

COMPANY RELEASE  |  THURSDAY, 18 MAR 2010
... Australia and New Zealand. He is a qualified adviser, and joins MPW from his role as regional managing director, Private Banking and Investment Group. He was responsible for Merrill Lynch's operations in the south-eastern part of the US and for the ultra-high ...

GSJBWAM joins IFSA board

PRESS RELEASE  |  MONDAY, 8 FEB 2010
... executive at Colonial First State Investments both act as deputy chair. Geoff Lloyd, general manager of advice & private banking at BT Financial Group, Warren Lee, chief executive at AXA Australia and Harry Stout, chief executive at ING Australia, are ...

ERSEL selects RIMES for tech

COMPANY RELEASE  |  THURSDAY, 4 FEB 2010
... offices in Italy and its office in Luxembourg, Ersel now offers its private and institutional clients tailor-made private banking services. Guido Giubergia, chief executive for Ersel, confirmed "we currently manage assets in excess of a,-6.5B and 26 ...