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Showing 411 - 420 of 1009 results for "Private wealth"

State Street nabs BNP executives

ANNABELLE DICKSON  |  MONDAY, 31 AUG 2020
... financial institutions coverage. She was previously at Deutsche Bank as head of China management strategy and head of private wealth and commercial clients. "As we position ourselves for growth in Asia, China stands out as a very important opportunity ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... told Financial Standard. "With 13 years of experience in distribution, most recently as national sales manager of private wealth at Pengana, he brings a wealth of industry experience and credibility." Keen is set to be responsible for the distribution ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients. Craig Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. ...

Former BNY Mellon IM country head joins Westpac

KANIKA SOOD  |  TUESDAY, 4 AUG 2020
The global manager's former country head has joined Westpac's private wealth and business division as a director. Phil Filippelis left BNY Mellon in April, after five years with the firm. In his new role, he will work as a director, global investment ...

Adviser jailed over $2m Ponzi scheme

JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
... financial services business. He will be eligible for parole after serving four years. Miller was the director of CFS Private Wealth, which was wound up in January 2019 when Miller was banned from the financial services industry for 25 years. He was also ...

Ironbark restructures two funds

KANIKA SOOD  |  WEDNESDAY, 29 JUL 2020
... Lighthouse in the institutional space. "We are committed to the multi-manager global long/short strategy in insto and private wealth space," he said. The fees will come down by about 2.5% for the two funds, while the liquidity will move from monthly ...

Westpac announces appointment, departure

ALLY SELBY  |  TUESDAY, 28 JUL 2020
... Canada, where he worked as its chief information and operations officer across its personal and business baking, private wealth and global asset management divisions. Westpac group chief executive Peter King said he was delighted to welcome Collary to ...

NAB Private Wealth bolsters executive team

ANNABELLE DICKSON  |  MONDAY, 20 JUL 2020
After losing Anthony Healy in March and Jason Murray earlier this month, NAB Private Wealth has announced new five appointments to its executive team in a new structure. The appointments will report directly to JBWere chief executive and leader for ...

Perpetual top brass cop six-month pay cuts

KANIKA SOOD  |  FRIDAY, 17 JUL 2020
... its adviser-channel pull out net $400 million, split evenly across Australian equities and cash/fixed income. The private wealth business had $14.3 billion in funds under advice, which is 8% higher than March quarter (mostly market bounce-back also some ...

NAB Private executive departs

KANIKA SOOD  |  WEDNESDAY, 8 JUL 2020
... its chief financial officer, effective July 8. Murray joined NAB as its New South Wales general manager in the private wealth division in 2014. He had previously worked as head of capital markets at Bank of America Merrill Lynch (Australia) in Sydney ...