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Showing 391 - 400 of 498 results for "Private Bank"

Blackshaw appointed QLD/WA head

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
St George Private Clients has named James Blackshaw as state head QLD and WA as part of restructure. The appointment was made as part of St George Private Clients building its local leadership for distribution teams in each state. Blackshaw will assist ...

Watts named GM of Westpac

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... head of wealth management at Macquarie Private Wealth, Jane Watts, has been appointed general manager of Westpac Private Bank. Watts held roles within Macquarie Wealth Management for eight years, with earlier executive positions at Lend Lease/MLC and ...

Asset management boosts JPMorgan Q3 earnings

JOHN MCDULING  |  THURSDAY, 14 OCT 2010
Asset management and private banking featured prominently in JP Morgan's results overnight, the first of the major US investment houses to report third quarter earnings. The company's asset management division recorded net income of US$420 million ...

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... to discount external research, but it needs to be used in the context that fits advisers' needs. "The APLs that a private bank would have would be different to a group where all their clients may be retirees," he said. Some firms can afford to have large ...

ANZ drops ING brand for OnePath

RUTH LIEW  |  THURSDAY, 5 AUG 2010
... acquired ING Australia business will come under the OnePath brand. However, no name changes will be made to E*Trade, ANZ Private Bank and the bank's investment lending and financial planning businesses. In a statement released today, Phil Chronican ...

Finsia launches fin services credential

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
Finsia has developed the Financial Services Professional (FSP) credential to improve conduct in the industry and enhance the calibre of the financial services workforce. It's an apprenticeship style credential where employees starting their career are ...

Van Eyk loses two, names GM

MICHAEL HOBBS  |  THURSDAY, 17 JUN 2010
Executive changes continue at researcher van Eyk with head of distribution Brian Long and business development manager Luke Fitzgerald moving to Mercer while a former Macquarie exec joins the fold. Mercer hired Long and Fitzgerald to provide advisory ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
Former Yellow Brick Road senior financial planner, Ben Thomas, has joined Multiport as business development manager. He will be focusing on growing the self-managed superannuation fund (SMSF) and managed account administration client base through dealer ...

Mercer wins Investec mandate

COMPANY RELEASE  |  WEDNESDAY, 2 JUN 2010
Mercer has been appointed by Investec Specialist Private Bank to support its high net worth client investment service. Investec will draw on Mercer's forward-looking global research on managers to identify best in class investment products. In particular ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
... what then happens is they reach a threshold and then there's a greater relationship with the full service broker and private bank relationships. What's changed is more people with over $1 million are saying 'a financial planner is a major part of my ...