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Showing 11 - 18 of 18 results for "Credit Suisse Private Bank"

Credit Suisse awarded best UHNW service provider

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
Credit Suisse has been awarded the award for best institution for its ultra high net worth (UHNW) service offering at the Australian Private Banking and Wealth Awards. Over the last 12 months, Credit Suisse has increased the number of relationship managers ...

Credit Suisse launches SIV portfolios

MARK SMITH  |  FRIDAY, 7 JUN 2013
Credit Suisse Private Banking has launched two new investment portfolios developed specifically for Significant Investor Visa (SIV) applicants. The Private Bank has also established a dedicated SIV desk, specifically focused on inbound enquiries, with ...

Super fund return expectations unrealistic

MARK SMITH  |  WEDNESDAY, 13 FEB 2013
Superannuation funds expecting to achieve 3-4% above inflation on their typical balanced options are likely to be disappointed, according to Credit Suisse Private Banking's David McDonald. The head of strategy and research for Australia told journalists ...

Aus investors over-reacting on Euro fears

MELANIE TIMBRELL  |  THURSDAY, 31 MAY 2012
Australian investors are being swept up in the fear surrounding the European credit crunch, but local sentiment may be over-reacting as markets are already pricing in the worst-case scenario, according to a number of researchers. "We're more hostage ...

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
... Prior to joining Lowenhaupt Global Advisors Australia (LGAA), Dunworth had senior executive roles with Credit Suisse Private Bank, Pengana Capital and Westpac Private Bank. "Juliet Dunworth is a highly respected family office executive with significant ...

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
A Financial Ombudsman Service (FOS) case hearing concluded that just because a product is within a planning group's approved products list (APL) doesn't mean they have fulfilled their fiduciary duty - prompting top researchers to talk about the role ...

Borland exits Investec for Credit Suisse

RUTH LIEW  |  MONDAY, 19 APR 2010
... Investec Private Advisers, is leaving the firm to take up the role of vice president in fund research at Credit Suisse Private Bank. Borland is leaving Investec in May, following seven years at the firm. She is taking up the position of vice president ...

ANZIIF names new committee members

COMPANY RELEASE  |  FRIDAY, 24 JUL 2009
The Australian and New Zealand Institute of Insurance and Finance has appointed three new members to the Academic Council and another to the General Insurance Advisory Committee. Philip Maguire, principal at Professional Financial Solutions; Tiina Takolander ...
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