Search Results | Showing 11 - 20 of 2406 results for "Relationships" |
| | | ... outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis has been appointed ... |
| | | | ... joined CFS in March 2019 as head of retail sales and shortly thereafter became the general manager of CFS Advice Relationships, effectively becoming part of the leadership team. He was then promoted to the role of group executive for distribution in ... |
| | | | ... Will Hamilton said the appointment was intended to complement, rather than replace, the firm's existing adviser relationships. "Investment expertise is what gets an advice firm in the door, it is not what holds a family for thirty years," Hamilton said. ... |
| | | | ... the leadership team while heading the group's trustee and Responsible Entity teams and associated fund manager relationships. With more than three decades of experience, Holbrook has held senior leadership positions at Perpetual, Equity Trustees ... |
| | | | ... want to assist Australian and Kiwi managers expand into Asia. "With those goals in mind, Sam brings deep investor relationships and a strong reputation in the New Zealand market, and our Singapore presence lays the foundation for our ambitions across ... |
| | | | ... emerging from our study is a renewed focus on the core: core products, core capabilities, core markets and core client relationships," the report said. The shift towards simplification is also reflected in operating models, with some firms prioritising ... |
| | | | ... Cambell Hanan. Georgeos will oversee the group's wholesale investment vehicles, capital partnerships and investor relationships. She joined Mirvac in 2023 and currently serves as fund manager of the Mirvac Wholesale Officer Fund (MWOF), where Hanan ... |
| | | | ... aligned with their values and approach. "Peter and Joe have built a great business based on trust, strong client relationships and a genuine commitment to doing what's best for their clients. Their values, approach and focus on client outcomes align ... |
| | | | ... importance, but complexity at the point of purchase and post-sale silence undermine policy ownership - putting customer relationships at risk and triggering exits that cost the industry billions," Chow said. "Best-in-class insurers demonstrate what's ... |
| | | | ... The team will focus on originating, evaluating and supporting investments for the MET platform, while deepening relationships with local investors, developers and industry stakeholders, the firm said. The Sydney-based team will initially consist of an ... |
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