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Showing 11 - 20 of 254 results for "private banking"

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... as ever. We are excited to continue our growth trajectory and showcase the best of what LGT has to offer." LGT private banking chief executive Olivier de Perregaux said Australia is a key market for LGT's long-term growth ambitions. "The rebrand to LGT ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC, BT, and ANZ ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... development manager. Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... Santer previously served as Fidelity International's regional lead for wholesale, alongside his role as head of private banking, wealth and strategic clients.

MaxCap names chief risk officer

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... NAB executive. Kylie Robb - formerly the executive general manager and chief financial officer of business and private banking at NAB - came aboard as finance chief.

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... bank, a director of private wealth. Herd has also been a distribution manager at Pengana Capital, a director of private banking at Credit Suisse, and associate director at Macquarie Funds Group, where he developed expertise in delivering bespoke financial ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... manager's head of wholesale for Australia and New Zealand, Naomi Finnigan, who has extensive experience in private banking, will focus on expanding the firm's services and offerings to wealthy clients and family offices in the region. Finnigan ...

Fidelity picks Southeast Asia lead

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... and HSBC. "I am excited to lead our wholesale and institutional businesses across Southeast Asia, as well as our private banking business in Singapore and Hong Kong," Goh posted on social media. Fidelity also named Jonathan Leong, who joined the firm ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... solutions. Finally, Nimi Peters brings over 18 years of expertise in the banking and finance industry, specialising in private banking and investment relationship management. Peters will work with high-net-worth clients as part of the investor services. ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... Crestone reflects the evolving needs of high-net-worth clients and aligns with its strategy to focus on expanding private banking services and delivering the "best long-term outcomes for them." CBA group executive of retail banking services Angus Sullivan ...