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Showing 221 - 230 of 498 results for "Private bank"

NAB to simplify operations via job cuts

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2017
About 4000 NAB employees look set to lose their jobs by 2020 as the bank further automates its business. Releasing its full year results, NAB said a reshaping of its workforce would see the creation of 2000 new jobs to 2020, though overall about 6000 ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank and family office channels. In addition to Fidante, Higgins has also held business development roles with Bank of Montreal ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank and overseas services. Research by Barclays in 2015 found that 56% of 2000 investors are interested in this type of product ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank and overseas services. Research by Barclays in 2015 found that 56% of 2000 investors are interested in this type of product ...

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years. The firm is focusing on meeting the needs of Australia's rapidly growing ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services. Though women represent less than 10% of Australia's high-net-worth community, they ...

CBA contemplates CommInsure sale

ALEX BURKE  |  WEDNESDAY, 9 AUG 2017
Commonwealth Bank confirmed in its annual results presentation that third parties are discussing an acquisition of the bank's life insurance business. Describing CommInsure as a "strong business with scale, expertise, competitive products and access ...

ASX appoints new senior executive

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
The current chief information officer for the Commonwealth Bank's Commsec and Private Bank will join the executive lineup of the ASX in September. Dan Chesterman has been appointed as the ASX's new chief information officer, reporting to chief operating ...

Mercy Super appoints new chief executive

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... Financial Planning. She also held multiple roles at Westpac, including national head of financial planning for the private bank, regional development manager and head of business development. Prior to that, at AMP, she was state market development manager ...