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Showing 1 - 10 of 310 results for "JBWere"

Guardians farewells head of asset allocation

MATTHEW WAI  |  FRIDAY, 7 AUG 2026
... his current role since 2014. Prior to joining the Guardians, Bacchus served as director of derivatives at Goldman Sachs JBWere (NZ) and vice president at Merrill Lynch in London, with a focus on structured credit derivatives. Commenting, Guardians co-chief ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... noted. "Multi-year non-custodial enterprise agreement renewals were executed with Morgan Stanley Wealth Management and JBWere... The agreements provide a stable foundation for future growth while supporting ongoing client engagement across broader Praemium ...

NAB-owned WealthHub cops $1m ASIC fine

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... WealthHub, a wholly owned subsidiary of NAB, provides execution, clearing and settlement services through nabtrade and JBWere, and is a trading participant on both ASX and Cboe markets. The broker has paid the infringement notice. ASIC noted payment ...

Global concentration risks to reorient investors: JBWere

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
... concentration risk across global and local equities is reorienting investors to income stocks and fixed income exposure, JBWere said. JBWere head of asset allocation and portfolio management Glen Bertram noted there is really just the single AI trade ...

FEATURE | Aged care: The longevity dividend

ELIZA BAVIN  |  TUESDAY, 9 JUN 2026
... see here in Australia - there is an opportunity for advisers to help the aged care sector at home be more sustainable. JBWere investment adviser Casey Ratcliffe works with aged care organisations to help them invest and create a more sustainable business. ...

First Super recruits head of investments from Prime Super

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... Super, LUCRF Super, and Kinetic Super. He also has experience at various financial institutions like UBS, Goldman Sachs, JBWere, ANZ Global Wealth, and more. More recently, he was chief investment officer at Foresters Financial between 2023 and 2024. ...

AustralianSuper names new investment chief

ELIZA BAVIN  |  WEDNESDAY, 27 MAY 2026
... equating to $8 billion of additional value," Schroder said. Prior to joining AustralianSuper, Manuell also held roles with JBWere and Equity Trustees. Manuell said he felt humbled and excited to take on the new role. "I am deeply humbled by the opportunity ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... Financial Group, Wilson HTM and Colonial First State Global Asset Management. More recent roles included head of equities at JBWere and chief growth officer at Investible. Other notable members of the arcpoint OCIO team include AMP deputy chief economist ...

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ...
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