Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 90 results for "Private Wealth Management"

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... worth clients. He also spent 13 years at Goldman Sachs including four years as managing director of private wealth management in Germany. In his new role, Haase will be responsible for delivering client experience to high net worth individuals and families ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. Their new private wealth firm called Emanuel Whybourne, is touting bespoke wealth management to rich families and is already ...

JBWere nabs J.P. Morgan executive

ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
... take on the new role, commencing 7 September 2020. "I am thrilled to be joining JBWere, the leading private wealth management firm in Australia and New Zealand," she said. "One of the key things that attracted me to JBWere was its "client first" culture. ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... space. "We are very excited to be announcing this agreement with JBWere, one of Australia's leading private wealth management businesses," Cashwerkz executive chair John Nantes said. "JBWere have been advising clients since 1840 and are very well ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... joined Ord Minnett in 2009 as chief executive and managing director and was responsible for the firm's private wealth management, institutional equities, fixed income and corporate finance businesses across Australia and Hong Kong. Ord Minnett chair ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... major financial services institutions. He is the former general manager, wealth services at NAB, head of private wealth management at Goldman Sachs JBWere, and managing director and chief executive of Deutsche Securities Asia. Commenting on his appointment ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... roles of NAB Private Wealth's general manager wealth services and head of Goldman Sachs JB Were Private Wealth Management. The S&P/ASX Midcap 50 index has gained more than 11% since the start of the year and is dominated by materials, industrials ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... after nearly 12 years, working in a senior capacity for the Australian business, firstly as director of private wealth management for sales and business development. He then became head of private wealth management for managed investment solutions in ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... at Commonwealth Private, Jones enjoyed stints at Merrill Lynch in the UK, Westpac and Morgan Stanley Private Wealth Management. Similarly, Smith spent considerable time at Merrill Lynch as well as Morgan Stanley, where he was vice president of wealth ...