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Showing 51 - 60 of 164 results for "US business"

Channel starts US business, taps Mellon chief

KANIKA SOOD  |  TUESDAY, 2 MAR 2021
... was started in 2013, and now has 30 employees. Its current boutiques manage about $16 billion in total assets. The US business is its second foray overseas. Last month, it announced the launch of a Cayman Islands subsidiary. BNY Mellon Investment Management ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

Morrison & Co boosts leadership

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... markets. He was previously head of North America at the company and will continue to have responsibility over the US business until a new regional head is found. "Will also retains the leadership of the digital infrastructure sector group and the firm ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
One of Australia's largest privately owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as ...

Westpac consolidates international operations

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
Following a comprehensive review, Westpac is choosing to hone its focus on Australia and New Zealand, consolidating its international operations into just three branches. Having reviewed its Asia, Europe and US businesses, Westpac will now move forward ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
A former Pengana Capital national sales manager for private banking and wealth has found his feet after moving to sunny Queensland, landing a new role as the head of distribution at two boutique funds management companies. Alex Keen has nabbed the role ...

QIC appoints committee chair

KANIKA SOOD  |  WEDNESDAY, 19 AUG 2020
... team, the chief risk officer and Nankivell as the independent chair. In March, QIC brought home an executive from its US business to replace Marcus Simpson, who retired as the head of global private capital. Stephen Whatmore moved into the role after ...

Calls for financial services to include procurement targets

ELIZA BAVIN  |  MONDAY, 3 AUG 2020
First Nations Foundation (FNF) has also called on the financial services industry to aim to include procurement targets in their Reconciliation Action Plan (RAP) development. The Indigenous-led not-for-profit promoting financial literacy made the call ...

Pengana sales manager departs for Sunshine State

ALLY SELBY  |  THURSDAY, 9 JUL 2020
Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland. Alex Keen joined Pengana in June 2015 as a regional distribution manager for ...

Darwinian time for super

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
With COVID-19 rapidly shifting the ground beneath them, only the fittest superannuation funds will survive, according to Hostplus' Paul Watson. Appearing as part of a virtual panel discussing mergers in super, Hostplus group executive member experience ...