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Showing 241 - 250 of 498 results for "Private bank"

Perpetual appoints distribution GM

ALEX BURKE | FRIDAY, 14 OCT 2016

... consulting position at Count Financial. He has also held senior roles at Colonial First State, including head of SMSFs and private bank sales and national account manager. Perpetual chief executive Geoff Lloyd welcomed Thompson and bid farewell to incumbent ...

PIMCO hiring for 20 new roles in Asia expansion

ALEX BURKE | MONDAY, 12 SEP 2016

PIMCO will hire over 20 new professionals in sales and marketing, operations, legal and compliance roles to facilitate its Asia Pacific expansion. Speaking to Financial Standard, PIMCO head of Asia Pacific Eric J. Mogelof said the region "continues ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON | TUESDAY, 6 SEP 2016

Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...

New board members, partnership for BondAdviser

KERRIE SYDEE | THURSDAY, 1 SEP 2016

BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...

BNPP IP appoints head of advice

DARREN SNYDER | THURSDAY, 4 AUG 2016

BNP Paribas Investment Partners named James Langlands as its head of advice business for Australia and New Zealand. Langlands' responsibility will be to grow funds under management for BNP Paribas Investment Partners by working with dealer groups, private ...

Wealth division overhauled in latest NAB restructure

MARK SMITH | FRIDAY, 22 JUL 2016

Three members of NAB's executive leadership team will leave the company following an extensive organisational restructure which sees wealth management and personal banking brought under the same division. Group executive personal banking Gavin Slater ...

CBA's wealth head moves to new EGM role

ALEX BURKE | WEDNESDAY, 6 JUL 2016

CBA has appointed a new executive general manager, Commonwealth Private. Marianne Perkovic was previously executive general manager advice, overseeing CBA's aligned advice businesses. She joined CBA in 2010 as general manager distribution for Colonial ...

Uniting Church fund manager appoints investments director

ALEX BURKE | TUESDAY, 17 MAY 2016

... ethical funds manager, has appointed a new director, investments. Benjamin Pedley joins UCA Funds Management from HSBC Private Bank Hong Kong, where he was head of investment strategy, Asia-Pacific. Prior to HSBC, he was head of investments at UBS Wealth ...

Former CFP GM joins industry super fund

DARREN SNYDER | FRIDAY, 15 APR 2016

Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...

FIIG appoints new WA director

DARREN SNYDER | THURSDAY, 3 MAR 2016

... international bond markets, including 11 years in the UK where he spent eight years as a fund manager with Brown Shipley Private Bank. During this time he was responsible for the day-to-day management of the $250 million Brown Shipley Sterling Bond Fund. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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