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Showing 31 - 40 of 504 results for "Private Bank"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... full-service banks are the most common primary adviser for Australian investors (23%), followed by private banks (19%). Private bank usage in Australia is higher than both global and Asia Pacific levels, where it stands at 13% each.

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform. VistaOne invests across the lifecycle of large, mid, and small cap private software ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Australian Ethical hires ESG heavyweight

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... investment industry in New Zealand, Hong Kong, the UK, Germany and Australia. His career includes five years at ANZ Private Bank, where he established an impact investment business. As head of portfolio management at the lender, Simpson managed a suite ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
... Diya Lowe, formerly the head of institutional for Southeast Asia at investment manager Ninety One, to support its private bank and high net worth clients. Brandes said she will bolster its client servicing capabilities, drawing on her experience in Australia ...

MaxCap names chief risk officer

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
A senior banker credited with developing the Australian securitisation market has landed at MaxCap Group, the real estate fund manager. A former head of global securitisation at National Australia Bank, Manny Arabatzis has been appointed chief risk ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... The firm works with fund managers from across the globe and represents them in the institutional, family office, private bank, and wealth manager investor segments.

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...