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

Search Results

Showing 21 - 30 of 268 results for "Relationship management"

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
... year." Director and managing partner Price was previously the global head of institutional distribution and relationship management at MLC Asset Management for more than two years and spent nearly 15 years at Fisher Investments. Love was the managing ...

ART appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... and adviser markets. Further, he has led high-performing teams in several disciplines, including sales, relationship management, and operations. Before ART, he was head of relationship management at Sunsuper for two years although he worked at the super ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... provide key servicing and administration functions, including claims, complaints, product development, relationship management, marketing, and member education, advice and guidance." The results come as Insignia Financial fields several takeover offers. ...

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 ...