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Showing 801 - 810 of 4760 results for "banking"

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... Australia. "We're excited to bring our private wealth advisory services to the people of the ACT and with our investment banking capability led by Rob Snow we look forward to adding value to the corporate clients of the region," Wilsons chief executive ...

Fund manager expands, hires two executives

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... executing Holon's local distribution strategy. He was recently an associate director at Westpac's institutional banking division for over three years. A qualified accountant, Titley spent nearly a decade working across a range of accounting disciplines ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... Investment Trends to the next level. He has 18 years of experience in financial services across wealth management and banking spans senior positions in distribution, customer satisfaction and risk management. "As data quality, integrity and analytics ...

FSC appoints new board member

ELIZABETH MCARTHUR  |  MONDAY, 1 FEB 2021
... chief financial officer for Commonwealth Bank's wealth management arm and chief financial officer of business and private banking and executive general manager of finance at Bankwest. He was also general manager, trust and fund services at Perpetual. ...

Reference checks should cover all advice: FPA

KARREN VERGARA  |  MONDAY, 1 FEB 2021
... licensees should be required to comply with reference checking and information-sharing regulations like what the Australian Banking Association has in place (Recommendation 2.7). It was also recommended that advisers are bound by the same obligations ...

NAB swallows up neobank

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... brokers will all be under the NAB Group. In April 2020, NAB announced plans to prioritise UBank, its Australian direct banking arm. NAB said the acquisition of 86 400 will accelerate the growth of UBank by combining its customer base, brand and colleagues ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... Leonard as office manager and will offer private investor clients services such as SMSF, funds management, investment banking and portfolio services. Ord Minnett chair Warwick Smith said the new office is an opportunity to expand the firm's national ...

Investment Trends names new head of research

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... Prior to that he worked as an associate financial adviser at Ark Financial and a research assistant for economics and banking at the University of Technology, Sydney. Investment Trends chief executive Sarah Brennan said she was extremely pleased to welcome ...

ASI appoints new APAC chief

ELIZA BAVIN  |  WEDNESDAY, 27 JAN 2021
... ambitious growth agenda. Buehlmann has over three decades' experience in global wealth and asset management, corporate banking, and financial markets. He spent 29 of those years working with UBS where he was most recently head of asset management Asia ...

Volatility ahead for Magellan shareholders: Morgan Stanley

KANIKA SOOD  |  THURSDAY, 21 JAN 2021
... "MFG is a high-ROE and high-multiple fund manager and is expanding into unlisted principal investments and investment banking, which are lower-multiple businesses. This makes MFG more diverse, a strategy that MQG has successfully used," Morgan Stanley ...