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Showing 261 - 270 of 498 results for "Private Bank"

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
... businesses, accountants and legal firms on tax, asset protection, and succession planning. Gourlay was most recently private bank relationship manager at Credit Suisse while Hockridge moved from a position as tax partner at Deloitte Private.

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
... logical next step," following 15 years as a salaried adviser at Westpac, in which he run a practice within Westpac Private Bank. He told Financial Standard that being licensed under Securitor blends "the best of both worlds." "Integral Private Wealth ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... product in Australia after achieving success with it in Asia. Within Citi Global Asset Management and the group's private bank division, Kelaher was exposed to funds management for the first time: "There was the legal facet, with the drafting of disclosure ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
The incoming New Payments Platform will leave financial institutions, including super funds and wealth managers, vulnerable to cyber criminals unless they upgrade their security, a fraud and cyber-crime expert has warned. Similar to the UK's Faster ...

PROFILE: PGI chief executive Grant Forster

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... the underground jazz scene, Forster landed in London, where he soon found a job at ANZ Grindlays Bank, an Indian private bank that had been acquired by Australia and New Zealand Banking Group (ANZ) in 1984. On his first week, he was given a big box full ...

Market Wrap AM

AAP  |  WEDNESDAY, 6 MAY 2015
... Nasdaq Composite Index sank 77.60 points (1.55 per cent) to 4,939.33. Jack Ablin, chief investment officer at BMO Private Bank, cited the rise in US oil prices above $US60 a barrel as a drag on stocks. US petrol prices have risen 10 per cent in the last ...

Credit Suisse appoints new Australia chief

ALEX BURKE  |  FRIDAY, 10 APR 2015
John Knox has been appointed Credit Suisse Australia's new chief executive. Incumbent chief Rob Stewart will depart the company in June, having held the role since February 2013. He will be moving to a position at Global Infrastructure Partners. Knox ...

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
... with clients and reinventing the value proposition", is based on a survey of 60 wealth management, family office and private bank executives in 26 countries. It suggests that clients are becoming more risk-sensitive and sophisticated in their demands ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement will see IRESS tools and systems implemented in all of the group's licensees, including Commonwealth ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... growth in millionaire numbers. Investment Trends surveyed private banking client satisfaction and found that ANZ Private Bank edged ahead of NAB Private. According to Guiamatsia, ANZ's "Grow Centre, in particular, has been a well-received innovation. ...