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Showing 31 - 40 of 312 results for "JBWere"

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... navigating the next steps. Because we know that education is important to empowerment, confidence, and understanding," she said. JBWere and CoreData research found Australian women are more highly educated, entrepreneurial, and participating in the workforce ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
... funds. Before joining the specialist asset manager for the South Australian Government, Keenan held senior positions at ANZ, JBWere, Deloitte, and National Australia Bank.

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management, Antares, Ausbil, JBWere, Pendal, Perennial, and Zurich. Expand now houses 64 SMAs and provides both multi-asset and single-sector options. Advisers ...

Australians urged to consider bequests amid $5.4tn wealth transfer

MATTHEW WAI  |  THURSDAY, 8 AUG 2024
... and value of charitable bequests rose to just 3%, this would see $8 billion donated annually by the end of the decade, JBWere said.

Another chair for Sequoia

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... Ryan was previously the head of equities at Shaw and Partners between 2015 and 2022, and held executive roles at Citi, JBWere, and Morgan Stanley. Ryan currently holds several board positions, including non-executive director at Energy One, generate ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... corporate advisory at Evans & Partners and has also held roles at Macquarie Group (New York), CIMB Royal Bank of Scotland, and JBWere. Wilsons Advisory head of private wealth Casimir Skillecorn said the Statton Partners history of providing financial ...

NZ Super Fund names acting chief investment officer

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... made a significant contribution to the fund's returns. Prior to joining the Guardians, Bacchus worked for Goldman Sachs JBWere (NZ) as director of derivatives and as a vice president at Merrill Lynch in London, with a focus on structured credit derivatives. ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... expensive product on a per member basis of $1931, followed by Perpetual at $1427, FES Super at $1391 and Goldman Sachs & JBWere Superannuation Fund that costs $1326. ANZ Staff Super was the cheapest per member at $9, followed by Commonwealth Super Corporation ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
... and education at UniSuper, and Ashurst partner Jonathan Gordon. It will be moderated by Andrew Bird, head of advice at JBWere. Financial Standard is the media partner of the 2024 Stockbrokers and Investment Advisers Association Conference.