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Showing 51 - 60 of 272 results for %22JBWere%22

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...

Pitcher Partners promotes six

KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... David Bedford will now be a partner in investment advisory based in Melbourne. He joined Pitcher Partners in 2018 from JBWere, where he was a director and senior wealth adviser. Half of the newly-appointed partners work in private business and family ...

APRA heatmap sees members save on fees

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
... underperformance - and therefore copping a crimson rating - has decreased from 9% to 7%. According to the heatmap, Goldman Sachs and JBWere Superannuation has the highest fees, with admin fees for a $10,000 balance sitting at 3.79% and total fees at ...

JBWere appoints advice general manager

KANIKA SOOD  |  FRIDAY, 12 JUN 2020
JBWere has followed up last week's appointment of a new chief investment officer with a new general manager of advice. Andrew Bird, who was most recently JBWere's head of advice for Victoria, is moving into the role of general manager, advice ...

JBWere nabs J.P. Morgan executive

ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
JBWere has announced the appointment of a new chief investment officer, hiring a member of J.P. Morgan's executive team. Sally Auld has been selected to take on the role, having worked at J.P. Morgan for close to 12 years. She was most recently chief ...

Boutique hires star analyst from Citi

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... Associates Survey. Prior to Citi, Lloyd worked in analyst roles at Morgan Stanley, CBA Institutional Equities, Goldman Sachs, JBWere and Deloitte Corporate Finance. At Ausbil he will have coverage responsibilities across REITs, real estate, diversified ...

Melbourne fund tightens redemptions amid COVID-19

KANIKA SOOD  |  FRIDAY, 3 APR 2020
... real estate and infrastructure securities, their IPOs or derivatives. Newgate was founded in 2015 by former Goldman Sachs JBWere partner Tim Hannon. Last year, it froze redemptions on its flagship Newgate Absolute Return Fund, as reported by the AFR. ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

New partner at Koda Capital

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... St George and Sabil Chowdhury from Macquarie. In 2018, Koda hired Frank Macindoe, James Hawthorne and Brendan Jones from JBWere as well as Justin Lucas and Alison Matthews from Commonwealth Bank.

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
... capital markets and investment research, having previously been a top-rated research analyst over a decade at Goldman Sachs JBWere." Ryan, who takes over the reins from interim chief financial officer and company secretary Warwick Keneally, will lead ...