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Showing 81 - 90 of 306 results for "JBWere"

Australian Unity names chief executive

ALLY SELBY  |  MONDAY, 27 JUL 2020
... as the executive director and board member of BNZ Life Insurance. Previously, Yates served as a director on the board of JBWere, as well as a member of the advisory board of Sydney University's Business School. Prior to these directorial positions, she ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
The former chief investment officer of Escala Partners and JBWere has joined a Melbourne boutique in an investment advisory role. Roux left Escala in August 2019 after six years with the firm, following US-based Focus Financial Partners taking a stake ...

NAB Private Wealth bolsters executive team

ANNABELLE DICKSON  |  MONDAY, 20 JUL 2020
... has announced new five appointments to its executive team in a new structure. The appointments will report directly to JBWere chief executive and leader for NAB Private Justin Greiner as the two groups, as well as self-directed wealth, come together ...

JBWere to continue using Praemium

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
JBWere has extended its agreement with the ASX-listed platform business to provide reporting and non-custodial administration for the private banking giant's wealth management client portfolios. JBWere will continue using Praemium for another two years. ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...

Pitcher Partners promotes six

KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... David Bedford will now be a partner in investment advisory based in Melbourne. He joined Pitcher Partners in 2018 from JBWere, where he was a director and senior wealth adviser. Half of the newly-appointed partners work in private business and family ...

APRA heatmap sees members save on fees

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
... underperformance - and therefore copping a crimson rating - has decreased from 9% to 7%. According to the heatmap, Goldman Sachs and JBWere Superannuation has the highest fees, with admin fees for a $10,000 balance sitting at 3.79% and total fees at ...

JBWere appoints advice general manager

KANIKA SOOD  |  FRIDAY, 12 JUN 2020
JBWere has followed up last week's appointment of a new chief investment officer with a new general manager of advice. Andrew Bird, who was most recently JBWere's head of advice for Victoria, is moving into the role of general manager, advice ...

JBWere nabs J.P. Morgan executive

ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
JBWere has announced the appointment of a new chief investment officer, hiring a member of J.P. Morgan's executive team. Sally Auld has been selected to take on the role, having worked at J.P. Morgan for close to 12 years. She was most recently chief ...

Boutique hires star analyst from Citi

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... Associates Survey. Prior to Citi, Lloyd worked in analyst roles at Morgan Stanley, CBA Institutional Equities, Goldman Sachs, JBWere and Deloitte Corporate Finance. At Ausbil he will have coverage responsibilities across REITs, real estate, diversified ...