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Showing 21 - 30 of 253 results for "private banking"

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... Bank from HSBC UK, where she worked with banking regulators and served business, retail, wealth management, and private banking customers. Bunnell has led HSBC's business across the Channel Islands and Isle of Man and previously served as chief operating ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
... Commission, where he apologised to clients on behalf of the wealth giant. He was then replaced by former Credit Suisse Private Banking head of developed and emerging Asia, Alex Wade. Wade then departed the group suddenly after less than two years, following ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... Santer previously served as Fidelity International regional lead for wholesale, alongside his role as head of private banking, wealth and strategic clients. Santer was responsible for the wholesale strategy across Fidelity's largest client channel ...

NAB names new chief executive

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
... international experience," Chronican said. "The customer is front and centre for Andrew. He has lifted our business and private banking performance and been a tireless advocate for the agriculture sector, small business and First Nations business." At ...

PineBridge Investments names distribution head for APAC, EMEA

ANDREW MCKEAN  |  THURSDAY, 11 JAN 2024
... that the appointment will help to consolidate its sales and marketing strategies, and client services across its private banking networks. Kopitsis has spent over 20 years in intermediary roles across Europe and Asia; he's been with PineBridge since ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. "HNW clients aren't looking ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... competitive institutional price for clients of LGT Crestone in Australia," Chisolm said. LGT is the international private banking and asset management group owned by the Princely Family of Liechtenstein and developed this strategy more than 20 years ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... expertise and years of experience in funds governance pairs well with LOIM's incredible longevity and history in private banking and asset management," Godfrey said. Interestingly, Anglican Funds head Peter Munns also welcomed the entry of Lombard ...

NAB commits to $1bn of lending to boost First Nations businesses

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... organisations jump by 140% from its current lending position of $413 million. NAB group executive business and private banking Andrew Irvine told Financial Standard it's an ambitious target, but one the bank will happily beat. "It's a goal that ...

Barings expands APAC team

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... over 20 years of experience in asset management, having previously served as Allianz Global Investors director, private banking for Greater China and Southeast Asia. She has also worked at Mirae Asset Global Investments, Robeco and Credit Suisse in Hong ...