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Showing 81 - 90 of 268 results for "Relationship management"

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.

Global investment firm appoints new head of distribution

ELIZA BAVIN  |  MONDAY, 18 MAY 2020
... with a long history at the company is set to take the reins. "His extensive experience and expertise in relationship management, understanding of the local market and demonstrated investment knowledge make him the ideal leader for our A/NZ operations," ...

Investment manager launches income fund

ALLY SELBY  |  TUESDAY, 12 MAY 2020
... these investment solutions to meet their investment needs." Ares Management Corporation's strategy and relationship management group partner David Sachs said the fund manager is well placed to take advantage of investment opportunities locally and abroad. ...

Pendal appoints new head of HNW distribution

KANIKA SOOD  |  MONDAY, 4 MAY 2020
... Management in Sydney for four years. ln his new role, Hopperton will look after Pendal Group's sales and relationship management for the HNW channel, including family offices. He started on April 20. Lee has about 20 years of experience, including ...

How wealth management must respond to COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 16 APR 2020
... prepared to address client concerns and to curb panic. One way to do this, the report found, is to up-skill relationship management in terms of the specific client concerns they will be facing. Business continuity, in terms of technology to allow people ...

Former Link Fund Solutions operations lead in new role

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
The former chief operating officer for Link Fund Solutions has a new role in client relationship management. Justin Christopher was chief operating officer at Link Fund Solutions for just under two years, leaving the role in November 2019. Now, he has ...

Former Securitor manager joins Paragem

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... the industry undergoes significant upheaval. Kouimanis will be responsible for Paragem's coaching and relationship management, and will manage a professional development program for advisers. He will also be responsible for compliance coaching and running ...

Perpetual appoints APAC lead

ALLY SELBY  |  MONDAY, 3 FEB 2020
... Allen worked with Perpetual in its corporate trust and Singapore businesses, holding senior sales and relationship management roles from 2007 to 2017. Following his tenure at Perpetual, Allen joined TMF Group as the Asia Pacific regional director of ...