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Showing 51 - 60 of 498 results for "Private Bank"

NAB names new chief executive

CHLOE WALKER | WEDNESDAY, 7 FEB 2024

Andrew Irvine will become National Australia Bank's new group chief executive and managing director, succeeding Ross McEwan. Irvine has served as NAB's group executive and private business since 2020 and boasts 27 years of experience in financial services. ...

Oaktree's local head of distribution resigns

ELIZABETH FRY | MONDAY, 5 FEB 2024

Oaktree Capital Management's head of distribution for Australia and New Zealand has left the firm and is currently on gardening leave. Two years ago, Brett Penprase joined the US$172 billion investing powerhouse co-founded by Howard Marks with 27 ...

PineBridge Investments names distribution head for APAC, EMEA

ANDREW MCKEAN | THURSDAY, 11 JAN 2024

PineBridge Investments appointed a new head of intermediary distribution for APAC and EMEA, effective January 1. Based in Singapore, Nicolas Kopitsis was appointed to oversee the asset manager's APAC and EMEA intermediary business strategy, distributing ...

HNWs require specialist expertise: Report

CHLOE WALKER | TUESDAY, 5 DEC 2023

To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

Former JPMAM Australia head joins Nest

KARREN VERGARA | TUESDAY, 28 NOV 2023

... Pacific at Citi Alternative Investments in Singapore. She was also head of alternatives distribution, EMEA at Citigroup Private Bank and held senior roles at Bankers Trust. Since leaving JPMAM in 2021, Farrell has worked part-time as an advisory board ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER | MONDAY, 27 NOV 2023

Clients of LGT Crestone can now access the Princely family fund, known as the 'Princely Strategy', developed by its parent entity two decades ago. The Global Investible Markets (GIM) fund, which is worth US$18.6 billion, is only accessible to LGT Crestone ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN | THURSDAY, 16 NOV 2023

Lombard Odier Investment Managers (LOIM), the asset management division of the Swiss private bank, has awarded a mandate to Equity Trustees for its first offering in Australia. The LOIM Sustainable Private Credit (Australia) Unit Trust seeks to deliver ...

Will HNW firms re-enter retail advice?

KARREN VERGARA | WEDNESDAY, 1 NOV 2023

... that more as rightsizing our platform. So, returning to that model of the investment bank, the asset manager, the private bank. I think what's exciting about that, for us in Australia is that opportunity to bring back the good side of vertical integration," ...

NAB commits to $1bn of lending to boost First Nations businesses

CASSANDRA BALDINI | TUESDAY, 31 OCT 2023

NAB is ramping up its support of First Nations businesses, setting a $1 billion lending target over the next three years. The commitment will see NAB's funding of First Nations businesses and community organisations jump by 140% from its current ...

EQT launches new wholesale fund down under

CHLOE WALKER | TUESDAY, 26 SEP 2023

The Swedish investment giant's new fund, EQT Nexus, offers Australian wholesale investors access to its diverse private markets fund. The open-ended fund, managed full-time by two portfolio managers, invests in a range of EQT funds spanning mature ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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