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Showing 71 - 80 of 453 results for "Private Bank"

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... Private and making Haase redundant. Prior to his time at CBA, Haase was a partner and associate director at Macquarie Private Bank for four years and was responsible for banking services for ultra-high net worth clients. He also spent 13 years at Goldman ...

SSGA names global investments chief

KARREN VERGARA  |  TUESDAY, 24 NOV 2020
... team of more than 600 globally, including the Australian team. Heinel previously worked at OppenheimerFunds and Citi Private Bank. She will report to Cyrus Taraporevala, president and chief executive officer of SSGA. "Lori taking the reins as global ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 the wealthiest people in the world are due to transfer US$15 trillion of private wealth to their families ...

Lion Global partners with local distributor

KARREN VERGARA  |  MONDAY, 2 NOV 2020
... as at June 2020, and a team of over 40 fund managers and analysts. Borysiewicz is a former director of NAB's private bank who now helps represent a small selection of fund managers in Australia.

PwC appoints wealth services MD

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
The former ANZ Private Bank head of private advisory has jumped to PwC to take on the role of managing director: wealth services, private clients. Luke McCann headed private advisory at ANZ Private Bank for six months prior to which he was national ...

Pendal appoints head of institutional

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
Pendal Group has hired an IFM Investors executive director as its new head of institutional for Australia which has $19.8 billion in assets. Nicki Ashton will start in the role on November 9 and report to Pendal's head of Australian distribution ...

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
An investment platform for wholesale investors started by former Citi Wealth employees has added the general manager of distribution at Mortgage Choice to its board. David Zammit is joining the board of Stropro, as the one-year-old fintech looks to ...

NAB recruits 500 in hiring spree

ALLY SELBY  |  TUESDAY, 6 OCT 2020
... get the "engine room of the economy firing again". It comes following the recruitment of 52 people to support NAB's private bank and 400 recruits hired to support customers struggling during the COVID-19 crisis. The bank said the investment in its business ...

Industry fund adds to board

KARREN VERGARA  |  FRIDAY, 28 AUG 2020
... and primary industries expertise. Her early career began with Macquarie Investment Management, followed by Barclays Private Bank and Bank of America/Merrill Lynch. She spent 10 years in Hong Kong before returning to Yass, New South Wales, where she is ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... experience and credibility." Keen is set to be responsible for the distribution of 8IP's products to the wholesale, private bank/wealth, IFA's and independent research sector, Walsh said. "The strategy will also incorporate the dealer group and ...