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Showing 71 - 80 of 398 results for %22Westpac Private%22

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... salaried and aligned financial advisers, in the six months to March 2019. This was during the time its parent company Westpac announced it will realign its wealth strategy and BTFG will cease as a standalone division in March. BTFG said the group's ...

Suncorp Super appoints new chair

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... Swinhoe has over 30 years of experience in the financial services sector, including as a former general manager of Westpac Private Bank. In addition to Mercer, she also serves as a non-executive director of IMB Limited, Australian Philanthropic Services ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from ...

$1.5bn pulled from Pendal

KARREN VERGARA  |  FRIDAY, 12 APR 2019
Westpac is pulling $1.5 billion of funds under management from Pendal Group over April as it consolidates its superannuation offerings. Pendal's management fee margin will be impacted by 0.31%, predominantly coming from multi-asset funds under management ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... business, having been appointed chief executive of its NewCo entity last October. He previously spent more than 20 years at Westpac and BT Financial Group, including as group executive Westpac retail and business banking. New FSC deputy chair David Bryant ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
Westpac is realigning its wealth strategy and BT Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory. BT Financial Group will cease to be a standalone division of Westpac Group. ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Westpac has confirmed it is exploring options for its in-house financial planning division, following questions from Financial Standard about a potential sale of 50% of Westpac Financial Planning. Financial Standard understands Westpac is in talks with ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... Brick Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of financial advice and investments for ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... teams. "From January 14th I will join BT Financial Group as Director - Private Wealth Services working directly with the Westpac and St. George Private Bank teams and their clients," Smoker said. Saxo's Asia Pacific chief executive Adam Reynolds ...

Chief economist update: Faster wages growth a one-off?

BENJAMIN ONG  |  THURSDAY, 15 NOV 2018
... accelerated to 0.25% in the September quarter from 0.06% in the previous one. This, along with rising consumer confidence - the Westpac-Melbourne Institute index of consumer sentiment rose to an 11-month high of 104.3 in November from 101.5 in the previous ...