Search Results | Showing 61 - 70 of 89 results for "Wealth Advisory" |
| | | ... operations, including 15 years with global fund manager BlackRock. His most recent role was director, head of wealth advisory (retail), where he held national responsibility for BlackRock's retail client business incorporating bank-owned and independent ... |
| | | | ... ensure a close connection between analyst research and the final portfolio." Iris Davila, a director of BlackRock's wealth advisory business, said: "The Zenith rating, coupled with the BT Wrap and Asgard eWrap exposure, will provide a good number of ... |
| | | | ... State Investment. He now joins Ignition as chair of the investment committee, and as a member of the Ignition Wealth Advisory Board. Capra adds these roles to his current duties as non-executive director and member of the audit committee at Suncorp Portfolio ... |
| | | | ... Trustee Office will become Superannuation & Portfolio Services (SPS), and will be led by current KPMG director, wealth advisory Mark Blair. The new division continues EQT's long history of providing superannuation fund administration and regulatory guidance ... |
| | | | ... financial services. "Clients are seeking more and more specialised services under one roof in addition to traditional wealth advisory and stock recommendations," Caire said. "The family office concept is a one-stop financial services model, usually only ... |
| | | | ... Management. Kate McDermott has joined the fund manager as director and head of southern region sales within its Wealth Advisory group. Based in Melbourne, she will report to head of Wealth Advisory James Langlands. The Wealth Advisory group is responsible ... |
| | | | ... Joshua Persky joins as sales strategist for model portfolios and solutions and Alex Zaika will be director of wealth advisory sales strategist. - State Street appoints to managed fund sales team A - State Street Global Advisors (SSGA) grew its managed ... |
| | | | ... iShares from Barclays Capital, where he was a sales manager focusing on investor solutions. He will be director of wealth advisory sales strategist, where he will work closely with the client business distribution teams, focusing on the adviser segment. ... |
| | | | ... clicks, how much data is collected and how many assets are accrued before the robo advice business is sold up. KPMG wealth advisory director, Ronna Ludgate, said most of the UK's major banks have withdrawn from giving advice and the ability to reach ... |
| | | | ... leading diverse people-based financial services businesses and managing significant corporate transactions in wealth advisory and other industries. His leadership skills and commercial acumen are extremely valuable assets to drive this business forward," ... |
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