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Showing 21 - 30 of 265 results for "Relationship management"

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... manager of client partnerships for New South Wales. Faehndrich previously worked in business development and relationship management roles at National Austalia Bank and Macquarie Bank. "We're delighted that Trent has joined Warakirri as we continue ...

Fidelity picks Southeast Asia lead

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... Singapore, Thailand, Malaysia, Philippines and Indonesia." Before Fidelity, Wildon worked in distribution and relationship management roles at BlackRock, Citi and HSBC. "I am excited to lead our wholesale and institutional businesses across Southeast ...

Top asset management trends for 2025

ANDREW MCKEAN  |  WEDNESDAY, 15 JAN 2025
... managers in the industry. For the vast majority, the winning formula will become exceptional distribution and relationship management combined with 'competitive' performance," the report said. The report also noted that managers will reassess international ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... 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. Her career includes senior positions at Westpac ...

Wellington client exec departs

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... financial services industry, the executive has worked in actuarial services, investment consulting and relationship management and client services within the investment management industry. Before his 20-year stint with Wellington, Davies worked as a ...

MSC Trustees names general manager

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... strategic senior appointments in Sydney, such as Kylie Holbrook and Darren Grantham in the MSC Trustees relationship management team, as MSC continues to push into the Sydney market. MSC Group operates an independent platform for trustee, custody, registry ...

Funds SA adds to leadership team

ELIZABETH FRY  |  MONDAY, 4 NOV 2024
... in the top job, Piteo has elevated nine staffers in investment, finance and operations, analytics, and relationship management. He has appointed two executive directors and four new business heads. "Our people are central to our ability to deliver superior ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... groups. Before this, she also worked for the Commonwealth Bank of Australia, holding several sales and relationship management positions. "So good to have you onboard Jacqui," Hyde posted on LinkedIn. Hyde joined KKR in 2020 from IFM Investors where ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... who's had a 30-year career in financial services, including roles across fund distribution and client relationship management, will focus on developing strategic partnerships and identifying new market opportunities for Partners Private. He will ensure ...

The University of Sydney Endowment Fund taps new custodian

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... time to help deliver our sustainability and growth agenda," Collins said. BNP Paribas head of sales and relationship management for securities services David Pember said the firm is delighted that the University of Sydney Endowment Fund has joined its ...