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Showing 1 - 10 of 270 results for "JBWere"

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating in the ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services Josephine Paino, and will report to JBWere head of family advisory and philanthropic ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed by merging JBWere NZ and BNZ Investment Services, owned by NAB, with Jarden and Harbour Asset Management. According to the proposed transaction ...

VFMC selects new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... roles within financial services, most notably as general counsel and managing director for Goldman Sachs Australia and JBWere & Son, where she spent two decades.

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting the retail client demographic in 2018, largely due to the complex regulatory environment and the ...

$100bn withdrawal triggers First Republic stock plunge

ANDREW MCKEAN  |  WEDNESDAY, 26 APR 2023
... bank failure since Washington Mutual in 2008, and then continued with the failure of New York Signature Bank. Previously, JBWere chief investment officer Sally Auld pointed out that Silicon Valley Bank had a highly concentrated deposit base, with few ...

Alternatives fund manager names sales lead

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
... Investments, which oversees about $5.3 billion in assets. Prior to Australian Unity, Afflitto spent nearly 10 years at JBWere, working in equity and debt capital markets syndication, private wealth management and technical services. He began his career ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... advisers with a Masters degree at 17%. This is followed by Interprac Financial Planning at 16% and Count Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... before departing earlier this year. He has spent about 25 years in business development, including roles with Deutsche Bank, JBWere and Advance Asset Management. "Wayne's appointment is a significant milestone in Wheelhouse's journey as a truly independent ...

Justin Greiner to leave JBWere

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
Justin Greiner has resigned as chief executive of JBWere after more than eight years in the role. Greiner first joined NAB in February 2014. In addition to being chief executive of JBWere, for the last two years he has served as executive, private wealth. ...
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