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Showing 11 - 20 of 39 results for "NAB Private Wealth"

Magellan director steps down

ANNABELLE DICKSON  |  FRIDAY, 1 OCT 2021
... from Paul's invaluable contribution. We wish Paul all the best in the future." Lewis is currently chair of NAB Private Wealth, IPScape and GWS Giants Foundation. He is deputy national chair of the Australian British Chamber of Commerce and a non-executive ...

NAB Private Wealth bolsters executive team

ANNABELLE DICKSON  |  MONDAY, 20 JUL 2020
After losing Anthony Healy in March and Jason Murray earlier this month, NAB Private Wealth has announced new five appointments to its executive team in a new structure. The appointments will report directly to JBWere chief executive and leader for ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... founded boutique wealth advice practice Affinity Private eight years ago after 11 years as a financial adviser at NAB Private Wealth. "Ms Robson has an impressive mix of business experience, high level legal and financial qualifications and a demonstrated ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of financial advice and investments for about two years. Recently appointed Clime chief executive Rod Bristow ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... services revenue penetration." Youkhana has also previously overseen the strategic and business operations of NAB Private Wealth's wealth management business as head of financial advice and investments. The newly created role follows the resignation ...

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
... including 12 years working in capital markets, Jason is already well known amongst Australia's boardrooms," NAB Private Wealth executive general manager Christine Yates said. "Jason's deep knowledge of capital markets means he is uniquely placed to strengthen ...

NAB CEO rejigs executive team

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
... Mentis has 27 years' experience in investment banking and wealth management and was executive general manager of NAB private wealth for more than five years. She will be replacing Joseph Healy, who has decided that "now is the appropriate time to leave ...

Industry stalwart Tucker takes stake in Westoz

MARK SMITH  |  TUESDAY, 3 JUN 2014
... prominent role was as chief executive officer of MLC from 2004 until 2013 where he had responsibility for MLC, NAB Private Wealth and JB Were. He joined MLC in 1988 and held a number of senior roles including leading the company's retail investment and ...