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Showing 11 - 20 of 498 results for "Private Bank"

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment. J.P. Morgan Private Bank's 2026 Global Family Office Report, which includes ones from Australia, found that AI dominates much of their investment strategies. ...

Federated Hermes expands Asia presence

MATTHEW WAI  |  TUESDAY, 27 JAN 2026
Federated Hermes has announced its plans to open shop in Hong Kong to capitalise on Asia's "rapidly growing" wealth market. The announcement follows the appointment of its global fixed income chief investment officer earlier this month to succeed Robert ...

Women in Super announces new board line-up

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
The lobby group for women's financial security in retirement has refreshed its board, appointing two new directors and welcoming back a former member as it sharpens its focus on advocacy, equity and industry engagement. First up is Carla De Campo ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... driving growth in funds under management for their affiliated boutiques. Her focus was on the high-net-worth, broker, private bank, and retail advisory channels in New South Wales, Canberra, and New Zealand.

NAB announces Private Wealth, nabtrade hires

ELIZA BAVIN  |  TUESDAY, 14 OCT 2025
Well-known Commonwealth Bank (CBA) market commentator Tom Piotrowski has jumped ship to join NAB Private Wealth and nabtrade. In his new role as nabtrade head of market insights, Piotrowski will spearhead NAB Private Wealth and nabtrade's financial ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen will report to Nick Reid, head of the Southern region ...

Guardians appoints new head of risk

ANGELIQUE MINAS  |  THURSDAY, 25 SEP 2025
... management. During her previous, van Tol was responsible for the strategic and tactical asset allocation of KiwiSaver, Private Bank, Retail and Wholesale investment portfolios. Prior to her position with ANZ, van Tol spent 10 years in the Netherlands ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...