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Showing 81 - 90 of 500 results for "Private Bank"

Talaria appoints sales director

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
... of the Talaria Global Equity Fund in those states. Prior to Talaria, he worked for more than six years at Barclays Private Bank in London in a range of roles covering product, sales and marketing, and advice. More recently, he was at MLC Asset Management ...

JBWere seals strategic alliance with Lombard Odier

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
JBWere and Lombard Odier have announced an official signing of a strategic alliance agreement. The agreement formalises JBWere's onshore access to Lombard Odier's global diversified and risk-based investment offerings for their high-net-worth and ultra-high-net-worth ...

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
Franklin Templeton Australia has added a new sales director, overseeing independent financial advisers and private banks. Michael Bowen takes on the role, joining after a short stint with Investors Mutual as relationship manager, strategic groups. Bowen ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... which it holds non-voting interests. Emigrant Partners is a New York-based subsidiary of Howard Milstein's New York Private Bank and Trust; the Milstein family was listed by Forbes in 2015 as the 90 th richest family in the US. Under the deal, Emigrant ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
JBWere Australia has created a new executive role, appointing from Commonwealth Bank's private banking business. Maria Lykouras has been appointed executive for JBWere Australia, a new role which will report directly to JBWere chief executive Justin ...

PGIM hires head of wealth

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
The former head of wholesale sales at Macquarie Asset Management in Australia has taken on the newly created role at PGIM as it looks to expand its offering. Benjamin Price is now managing director, head of Australian wealth for PGIM, based in Sydney. ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... Investment Management professional fund selector survey reveals what fund selectors at leading wealth management, private bank, and insurance platforms around the world are looking for. The survey asked 436 fund selectors what they think the most significant ...

Alternatives platform hires from GAM

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
... month and most recently led the fundraising efforts for GAM's private wealth, wholesale, HNW, endowments and private bank clients. Before GAM, he worked in business development and investor relations at Pengana Capital for a year. Four years prior ...

PineBridge hires Asia wealth management lead

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
PineBridge Investments appointed a head of wealth management for the Asia region in a newly created role. The global asset manager has hired Nicolas Kopitsis, who finished up at BNY Mellon Investment Management in April 2021. At BNY, Kopitsis was the ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...