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Search ResultsShowing 1 - 5 of 5 results for "Adam Youkhana"
Clime taps retail market
KARREN VERGARA  |  THURSDAY, 11 APR 2019
... beyond their means or they simply don't want to engage an adviser," Varlamos said. Clime recently appointed Adam Youkhana as general manager of private wealth and distribution. He was most recently the general manager of wealth at ASX-listed Yellow ...
Clime names distribution and private wealth lead
KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
Clime Investment Management appointed Adam Youkhana as general manager of private wealth and distribution, a newly created role to lead the client-facing functions of the group. Youkhana was most recently the general manager of wealth at ASX-listed ...
Listed advice groups gaining ground
KARREN VERGARA  |  MONDAY, 6 MAR 2017
... differently in an effort to boost margins, broaden services and improve efficiency. YBR wealth division general manager Adam Youkhana has introduced a new customer relationship management system, Provisio, that enables 80% of advice recommendations to ...
YBR partnership drives wealth renewal
JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... statement of advice (SoA) capability for enhanced strategies in superannuation, investments and insurance. According to Adam Youkhana, general manager of YBR's wealth division, introducing Provisio is intended to help boost branch margins and increase ...
Former Westpac exec joins YBR
JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...
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