Search Results | Showing 51 - 60 of 77 results for "Wealth Services" |
| | | ... the year was $19.7 million. Managing director Mick O'Brien said all divisions performed well: trustee and wealth services revenue was up 11%, corporate trustee and fund services was up 10%. "The industry trend clearly favours Equity Trustees' ... |
| | | | ... Albert family offices. The private wealth division will be led by Andrew Johnson. He is currently director private wealth services in Victoria and South Australia for BT Private Wealth. Before BT, he worked at UBS Investment Bank in London, Singapore ... |
| | | | ... manager numbers increased from 96 to 110, while the number of funds went up by 25% to 264. Meanwhile its trustee and wealth services (TWS) arm, which provides private client, philanthropic and superannuation services, is well placed to capitalise on ... |
| | | | ... Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement for 10 years. At NAB, Kennedy was responsible for creating ... |
| | | | ... September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions." |
| | | | ... September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions." As a result of the changes, TWS executive general manager Geoff ... |
| | | | ... these new changes, according to EQT, is to "more clearly define management of the businesses within trustee and wealth services (TWS) and simplify a number of operational functions." To achieve this, executive general manager of private clients Ian Westley ... |
| | | | ... leverage from our strong brand, scale across branches and brokers and strength in our key geographies to accelerate wealth services revenue penetration." Youkhana has also previously overseen the strategic and business operations of NAB Private Wealth's ... |
| | | | ... superannuation trustee and support capabilities to superannuation funds," said EQT executive general manager, trustee and wealth services Geoffory Rimmer. Commenting on Blair's appointment, he added, "Mr Blair's background will ensure effective alignment ... |
| | | | ... to PwC's Private Clients' core service offering, which includes tax and business services, family advisory and wealth services." Westover joins PwC from Chartered Accountants Australia and New Zealand (CA ANZ), where she spent six years as head of superannuation. ... |
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