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|The global manager's former country head has joined Westpac's private wealth and business division as a director. Phil Filippelis left BNY Mellon in April, after five years with the firm. In his new role, he will work as a director, global investment ...|
|... significant industry consolidation as evidenced by ANZ and Westpac exiting the space completely and observed that the business models of CBA and NAB/MLC are still evolving...we concluded that the future of a "Strategic Account" role to be changing also." ...|
|... 31 after pleading guilty to six counts of engaging in dishonest conduct in the course of running a financial services business. He will be eligible for parole after serving four years. Miller was the director of CFS Private Wealth, which was wound up ...|
|... of SMSF, portfolios and trusts." MacLarty most recently worked as a technology enablement manager at Qantas' Loyalty business, where he worked for more than five years. Prior to this, he worked at ChannelAssist, First American Title Insurance Company ...|
|... partnerships. AMP Capital chief executive Boe Pahari said he is delighted to appoint O'Connor to lead the real estate business, and said she is recognised as one of the largest and most experienced wholesale property managers in the region. "Kylie is ...|
|... and presents us with significant growth opportunities in the Australian market and a formidable platform to scale our business internationally." Barrow Hanley's 21 strategies cover US, Europe and Far East global and emerging market equities and US ...|
|... integrated customer experience at Toll Group and previously spent over six years at NAB in a number of roles including business serving manager, manager of commercial partnerships - integrated customer service and manager of customer strategy. AFCA chief ...|
|Encore Advisory Group has partnered with Loan Market, a mortgage aggregator, establishing a new business. The new joint business will be called Financial Advice Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional ...|
|... it describes the approach to assessing and managing climate risks and opportunities across the investment process and business operations through four key long-term strategic objectives. The objectives include seeking to achieve strong investment performance ...|
|... thank employees from both companies for their tremendous contributions and exceptional focus on our clients and the business throughout the process." Prior to the completion of the merger, the firm announced a number of leadership changes in Asia Pacific ...|
A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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