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Showing 71 - 80 of 265 results for "Relationship management"

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Intelliflo chief executive ...

T. Rowe Price names new executive

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... new position. Arnott has over 12 years' experience at global financial institutions in a range of relationship management roles looking after ultra-high-net-worth and high-net-worth research and intermediary clients. Prior to joining T. Rowe Price ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated advice. Centrepoint Alliance chief ...

Citi unifies global wealth management business

ELIZABETH MCARTHUR  |  THURSDAY, 14 JAN 2021
... institutional clients group. Prior to this appointment, O'Donnell was global head of investor sales and relationship management. "Our clients are increasingly global in their presence and in their financial needs, and we are committed to helping them ...

AMP Capital appoints NZ lead

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... AMP Capital, having started in 2001 as a business analyst in the finance team. Swan then moved into the relationship management team, taking on more senior roles including head of distribution. Her most current role evolved into ESG investment specialist ...

Link hires from QSuper, NAB

JAMIE WILLIAMSON  |  FRIDAY, 13 NOV 2020
... associate director, superannuation relationships - asset servicing. Commenting, Link said: "Melissa is a relationship management professional with over ten years' experience. She has a passion for people, and drives outcomes with an authentic and ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... manage client relationships, new business and monitor compliance. Its primary focus includes customer relationship management, workflow, marketing capacity and tools and reporting to provide licensee and practice management insight which in turn reduces ...

Global fund manager enters Australian market

KARREN VERGARA  |  MONDAY, 24 AUG 2020
... space," he said. Harrison spent nearly 15 years at BNP Paribas Asset Management, working extensively across relationship management and business development management, before establishing 3PD with Larkin. "3PD's knowledge and experience bring institutional ...

AFCA creates new role

ANNABELLE DICKSON  |  TUESDAY, 4 AUG 2020
... background in managing and tailoring the membership experience. He brings a wealth of industry experience in relationship management, governance and operational transformation." "Campbell is an experienced leader whose expertise will assist AFCA in ensuring ...

Citi adds to markets, custody leadership

ELIZABETH MCARTHUR  |  MONDAY, 27 JUL 2020
... New York to cover global hedge funds at Citi within fixed income and in 2007 transitioned to the global relationship management team.