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Showing 331 - 340 of 2091 results for "Morgan"

AFA chief steps down after six months

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JAN 2022
After six months in the top job, Helen Morgan-Banda has departed the Association of Financial Advisers (AFA). Morgan-Banda plans to return to her home country of New Zealand, explaining that she wishes to be closer to family amid ongoing uncertainty ...

BNP Paribas Securities Services chief executive to depart

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
... well in his future endeavours," the spokesperson said. Prior to joining BNP Paribas, Braga had a 15-year career with J.P. Morgan. He also previously chaired the Australian Custodial Services Association (ACSA).

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
The financial advice industry lost more than 2200 advisers this year, marking an 11% year-on-year drop to 18,822. Rainmaker modelling of ASIC's Financial Adviser Register reveals that only 18,822 advisers are left as of yesterday, December 16. At ...

CFS extends SimCorp partnership

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
... associated with an increasingly complex environment for investment data, according to CFS chief financial officer Andrew Morgan. "Re-platforming our funds services business gives us the opportunity to halve the time it takes to invest our customers' ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... their global assets and over two thirds of Generation X want to do so. Crestone head of strategy and development Clark Morgan said the wealthy still rely on what's familiar. "Arguably their portfolios are still not as diversified as one would like, with ...

Morgan Stanley promotes two senior leaders

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Morgan Stanley Australia appointed a new local wealth management research lead as the incumbent takes on an executive role overseas. Head of wealth management Australia research Nathan Lim will relocate to Hong Kong to assume the position of co-head ...

Pendal expands Northern Trust mandate

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... Stavrou as its new Australia and New Zealand lead, replacing Angelo Calvitto who became the head of Asia Pacific. J.P. Morgan has the largest share of the Australian custody market with $1.1 trillion in assets under custody. Northern Trust comes in second ...

Rest hires from MLC Asset Management

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... Previous roles she's held include principal at Greenwich Associates, deputy head of European product development at JP Morgan Asset Management and vice president, product development at BlackRock in London. Her appointment follows several others made ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been popular with international players as it ...

Treasurer announces FIRB, RBA appointments

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... in the finance sector both in executive and non-executive roles and has previously worked as a banker and as a lawyer at Morgan Stanley, JP Morgan and Linklaters & Paines. She is currently a member of the Future Fund Board of Guardians, a non-executive ...