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Showing 31 - 40 of 53 results for "NAB Private"

NAB appoints private wealth manager

MARK SMITH  |  FRIDAY, 14 NOV 2014
... experience, including 12 years working in capital markets, Jason is already well known amongst Australia's boardrooms," NAB Private Wealth executive general manager Christine Yates said. "Jason's deep knowledge of capital markets means he is uniquely ...

NAB CEO rejigs executive team

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
... banking. Mentis has 27 years' experience in investment banking and wealth management and was executive general manager of NAB private wealth for more than five years. She will be replacing Joseph Healy, who has decided that "now is the appropriate time ...

Industry stalwart Tucker takes stake in Westoz

MARK SMITH  |  TUESDAY, 3 JUN 2014
... most prominent role was as chief executive officer of MLC from 2004 until 2013 where he had responsibility for MLC, NAB Private Wealth and JB Were. He joined MLC in 1988 and held a number of senior roles including leading the company's retail investment ...

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
... planning Anna Hacker. Elverson will be based in Sydney and she previously worked at National Australia Trustees, within NAB Private Wealth. She focused on providing legal advice to high net worth individuals and their families regarding personal and ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

EQT appoints portfolio manager

MARK SMITH  |  WEDNESDAY, 26 FEB 2014
... joins Equity Trustees from Phillip Capital Australia where he was head of asset management. He has also worked at NAB Private Wealth as an investment consultant. Prior to this, he held several senior roles at UBS Wealth Management in both Australia and ...

NAB named best private bank

HARRY PAGE  |  THURSDAY, 20 FEB 2014
... were key factors in determining the winner of this year's best private bank award. "Asian Private Banker recognises NAB Private Wealth for the depth and range of its products, its high touch relationship management and its ability to go the extra mile," ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
... specifically sourced by our team of private wealth experts to meet the needs of migrant investors and their families. NAB Private Wealth executive general manager Angela Mentis said. "We understand the opportunities and challenges moving to a new country ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... and client service officer for Merrill Lynch Portfolio Management in London and as a client service coordinator for NAB Private Wealth on the Gold Coast. Freeman has 12 years' industry experience and will deliver Ibbotson's service offering to new and ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Winner Financial Freedom Brand and Concept Store Design Hillross Financial Services Finalists Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product ...