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Showing 11 - 20 of 251 results for "private banking"

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 ...

Payton Capital eyes 'extensive growth', hires four

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... leverage their extensive knowledge of the area and established network, Payton said. Bevans brings a collage of private banking experience at NAB and Westpac and has been the investment director since the beginning of the year. Parkin is the relationship ...

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... Bank from HSBC UK, where she worked with banking regulators and served business, retail, wealth management, and private banking customers. Bunnell has led HSBC's business across the Channel Islands and Isle of Man and previously served as chief operating ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
... Commission, where he apologised to clients on behalf of the wealth giant. He was then replaced by former Credit Suisse Private Banking head of developed and emerging Asia, Alex Wade. Wade then departed the group suddenly after less than two years, following ...