Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 159 results for %22NAB Private Wealth%22

NAB sells Asian private wealth arm

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
... Melbourne and Brisbane; properties in the UK, Hong Kong, New Zealand and Singapore make up the rest of the mortgage portfolio. NAB general manager Asia (ex-Greater China) Neil Parekh did not specify how the transition will affect staff, but said the ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... the end, they often don't end up doing much at all, or doing what's easiest, which may not be the best course of action," NAB executive general manager of wealth advice Greg Miller said. "The decisions we make about our money affect us every day of our ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... shareholder's interests, JBWere will be retaining a "small portion" of revenue from clients referred to JBWere advisers from the NAB network. 9. REST boosts member savings through Acorns app REST Super's latest deal with micro-investing app Acorns, announced ...

Australian Unity appoints senior insto BDM

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... Australian Unity from Citadel SPV, where he was a vice president - business development. He has also held senior roles at NAB, Pershing LLC, BNY Mellon and Potter Warburg Asset Management. At Australian Unity, he will report to head of distribution Damen ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
A NAB Private manager specialising in high-net worth Asian clients has joined a wholesale private and institutional financial services provider. Helen Huang, previously a NAB branch manager and NAB Private client manager, has joined the SILC Group as ...

NAB board member joins Platinum

MARK SMITH  |  FRIDAY, 23 SEP 2016
A non-executive director on the board of National Australia Bank (NAB) has joined the board of Platinum Asset Management. Anne Loveridge has replaced Margaret Towers who formally retired from the Platinum board as a non-executive director after more ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... services revenue penetration." Youkhana has also previously overseen the strategic and business operations of NAB Private Wealth's wealth management business as head of financial advice and investments. The newly created role follows the resignation ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... investment management and financial services, having held roles with JB Were, Merrill Lynch, BZW/ABN Amro, Citigroup, Westpac and NAB. He also has direct experience developing businesses, having established individually managed account business, Premium ...

Wealth division overhauled in latest NAB restructure

MARK SMITH  |  FRIDAY, 22 JUL 2016
Three members of NAB's executive leadership team will leave the company following an extensive organisational restructure which sees wealth management and personal banking brought under the same division. Group executive personal banking Gavin Slater ...