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Showing 21 - 30 of 52 results for "Wealth Market"

Credit Suisse promotes private banking specialist

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
Credit Suisse appointed a new head of private banking Australia, promoting from within. Currently market leader at Credit Suisse Private Banking Australia, Michael Marr will lead the business from August 1. He replaces Alex Wade who, since January 2017 ...

Global wealth manager appoints new CEO

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
The US$246 billion wealth management arm of one of the world's largest global investment banks has a new chief executive. Catherine Keating has been appointed chief executive of BNY Mellon Wealth Management. Beginning the role in July, Keating has also ...

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... consulting services company along with its technology-based sister firm as part of a continued play into the Australian wealth market. Arthur J. Gallagher & Co. (Gallagher) has purchased Finergy Solutions and Avantek. Finergy focuses on employee benefit ...

Powerwrap adds top industry names

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... are high-quality industry leaders with extensive experience in growing and sustaining platform businesses in the wealth market. They will provide a substantial boost to our capability and enable us to drive our growth agenda," Davidson said. He added ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... portfolio of global listed securities. VGI Partners was established in 2008 and to date has targeted the private wealth market; as above, it manages $1.1 billion for about 250 high-net-worth individuals, family offices and endowments. With the launch ...

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
Myer Family Company is welcoming three new hires to its investment team, including a chief investment officer. The family office has appointed Michael E. Drew as chief investment officer along with the Adam Walk as head of investments. Drew and Walk ...

Mercer appoints chief customer officer

ALEX BURKE  |  THURSDAY, 22 DEC 2016
Mercer appointed a new chief customer officer after the incumbent moved to a global role. Cambell Holt was previously consumer marketing leader, Pacific at Mercer before taking on his new position this month. He joined Mercer in 2014 from ANZ, where ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
Wealth management and chartered accountancy firm Kelly + Partners has appointed a new senior client director. Trent Doughty joins Kelly + Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth ...

GBST profits down in "year of transformation"

JAMIE WILLIAMSON  |  MONDAY, 22 AUG 2016
Financial technology firm GBST has recorded a 39% fall in net profit to $9.3 million from $15.3 million in 2015. The company's managing director Robert DeDominicis attributed the result to it being a "year of transformation" for the business. "Following ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... 13 Australian institutions, but Spire Capital has the remaining $300 million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector that ...