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Showing 421 - 430 of 1010 results for "Private wealth"

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 ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
... family advisory and philanthropy. "We are looking to recruit bankers and advisers that have a deep understanding of private wealth and a strong sense of 'client first' - which is the ethos at the heart of the JBWere culture helping us to serve families ...

HESTA adds to operations team

ALLY SELBY  |  FRIDAY, 12 JUN 2020
... worked at Morgan Stanley in London as a vice president, where he was responsible for the delivery of several large private wealth technology projects. He has also worked previously with travel IT company Amadeus, Your Utilities, and Air New Zealand. ...

JBWere nabs J.P. Morgan executive

ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
... excited to take on the new role, commencing 7 September 2020. "I am thrilled to be joining JBWere, the leading private wealth management firm in Australia and New Zealand," she said. "One of the key things that attracted me to JBWere was its "client ...

Newgate fund starts new life

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... fund to normal daily redemptions, after it tightened them to monthly in April amid COVID-19 uncertainty. Sanlam Private Wealth was established in Australia in 2009 by Werner Stals. It manages about $800 million in retail money and has stakes in startups ...

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... of client advisers from 2011 to 2016. Earlier, Glass served as divisional chief financial officer of Macquarie Private Wealth, in a role that saw him lead financial control functions and transformation management programs.

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
An Adelaide wealth advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... the firm was interested in acquiring other funds management businesses and advice practices. Clime already has a private wealth business which focuses on sophisticated or wholesale clients. The 24-year-old business dipped into advice in 2018. As of last ...

Advice, but not as you know it

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... announced it would be entering the retail market, expanding its offering to a select number of financial advice and private wealth firms. Michael Karagianis, JANA senior consultant, is leading the roll out and told Financial Standard that the advice ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
JANA said it will be expanding its service offering to financial advice and private wealth firms in response to the needs of the "growing and evolving" sector. Speaking with Financial Standard JANA chief executive Jim Lamborn said the move is in response ...