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Showing 11 - 20 of 268 results for "Relationship management"

UniSuper hires from Lonsec

JAMIE WILLIAMSON  |  THURSDAY, 4 SEP 2025
... team in what the fund described as a "pivotal role." Akay joins the fund from Lonsec where he was head of relationship management for the last five years. Before that, he served as strategic relationship manager for two years. He's also previously held ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... are enabling advisers to shift their focus from portfolio construction to strategic advice and client relationship management," Praemium chief strategy officer Denis Orrock said. "This evolution is critical as practices look to scale and differentiate ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
... knowledge. Meanwhile, Insignia will retain functions such as claims, complaints, product development, relationship management, marketing, member education and advice and guidance. The move follows Insignia severing ties with NAB last November, which ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... executive director at MSCI, a director at asset manager BlackRock and worked with the credit analysis and relationship management team at Westpac. As a specialist activist investor, Sandon Capital regularly engages with company boards and fellow shareholders ...

BlackRock names new insto lead

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... Barclays, he managed relationships with asset consultants and intermediary research firms, as well as client relationship management and new business development. Before that, he spent five years at BT Financial Group in client service and business development ...

Bentham adds to distribution team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... working with pension funds, insurers and government clients. He previously held senior distribution and relationship management roles at Lazard Asset Management and Schroders, where he worked closely with superannuation funds, insurers and government ...

Global X snaps up executive from AMP's North platform

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... providing wealth advice as a financial planner. Global X noted his extensive experience in financial services, relationship management and strategic execution. "Knight brings a core strength in developing culture, leading within complex corporate structures ...

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... Over his two decades in the industry, he has developed extensive experience in business development and relationship management, working with financial intermediaries and implementing new business development strategies. "Tom brings tremendous experience ...

MaxCap names chief risk officer

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... experience covering enterprise risk management, risk transformation, credit and market risk, governance, relationship management and origination. Before joining the export credit agency, he held several high-level risk management positions at IAG, ANZ ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... services industry holding a clutch of senior roles spanning investment management, research, distribution, relationship management, and product development across both institutional and wealth management sectors. His extensive experience includes both ...