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Showing 31 - 40 of 265 results for "Relationship management"

TradingHub makes Australian debut

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... adviser, will both spearhead the Australian business. They will report to the global head of sales and relationship management, Shayne Ganeson. McNeil boasts over 25 years of experience in fixed income sales at Merrill Lynch, Nomura and Deutsche Bank ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
... in business management, financial markets, and investment management. He led the client and stakeholder relationship management and communications activities. Specifically, he ran client and stakeholder engagement, funds management, strategy, corporate ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... Ingwersen spent over two decades at Commonwealth Bank and CommSec where she worked in various roles across relationship management, business banking, payments technology, distribution, cyber security, and strategy. Ingwersen is currently the chair of ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... level of service. "Their expertise in fund operations, risk management and compliance, along with strong relationship management, will bring added value to our clients and business," he said. "The partnership will enable us to dedicate more resources ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... She will be responsible for energy market research, stakeholder engagement (internal and external) and relationship management across the energy sector. Ruchin has over 20 years of experience in financial markets across funds management, asset management ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... also stepping up personalisation at scale for affluent segments." Another challenge was to elevate client relationship management and front-office performance. This requires cultural sensitivity and carries the potential risk of client relationship harm," ...

TCorp promotes three to lead roles

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... relationships for the investment management side of the fund. Evers will be responsible for strategy and relationship management of TCorp's investment clients. The three executives will report to TCorp general manager of government and client relationships ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... firm by offering a "fully integrated ecosystem" including sales, opportunity management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on Practifi," Johnstone said. Lumiant ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
Perpetual's corporate trust business has hired a new head of institutional sales and relationship management for its innovation arm. Emily Boden will work primarily with Perpetual Digital - and the recently acquired Laminar Capital - to develop ...

SimCorp names new country manager for Australia

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... His past roles also include head of custody and fund services at Citi as well as executive director of relationship management and sales at JP Morgan. "Australia plays a crucial role in SimCorp's growth strategy, and we are committed to expanding ...