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Showing 11 - 20 of 312 results for "JBWere"

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... Financial Group, Wilson HTM and Colonial First State Global Asset Management. More recent roles included head of equities at JBWere and chief growth officer at Investible. Other notable members of the arcpoint OCIO team include AMP deputy chief economist ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
The former chief executive of JBWere is taking on a new role, leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... income portfolio services. Last December, Andrew Tracy joined the MST income division as head of distribution, hailing from JBWere where he spent 29 years working in senior roles that culminated in leading the discretionary and managed accounts business. ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... relationships and consulting initiatives. Before Zenith, she spent 10 years at Goldman Sachs Asset Management and Goldman Sachs JBWere Asset Management. Ascalon chief executive Aubrey Roga said Deagan's mix of product knowledge and relationship insight ...

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... and investment types to support portfolio resilience in an uncertain economic environment." In May, the Goldman Sachs & JBWere Superannuation Fund merged into the Mercer Super Trust. The former had 1670 members and total assets of $635 million at the ...

Pacific Current Group appoints new chair

JAMIE WILLIAMSON  |  TUESDAY, 17 JUN 2025
... executive of the Victorian Funds Management Corporation. He also has close to two decades' experience with Goldman Sachs and JBWere. Currently, he also serves on the boards of The Ian Potter Museum of Art, Myer Family Investments, Geelong Grammar School ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
The March quarter saw a jump in the number of financial advisers in Australia, reaching 15,546, according to Rainmaker Information. During the three months, 228 advisers joined the industry, according to the latest Rainmaker Financial Adviser report. ...