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Search ResultsShowing 1 - 10 of 100+ results for "JBWere"
Melbourne boutique raising $70m for new fund
KANIKA SOOD  |  TUESDAY, 15 SEP 2020
An impact investing boutique owned by a family office and led by a former JBWere executive is raising $70 million for a new fund. Impact Investment Group's latest fund, the Impact Alternatives Fund, is targeting 6% to 10% per year in returns (before ...
Melbourne boutique wins Crestone allocation
KANIKA SOOD  |  TUESDAY, 25 AUG 2020
... million into 60 disability accommodation apartments. Conscious' advisory board this year added former Escala Partners and JBWere chief investment officer Giselle Roux and Kate Temby, who previously worked as Goldman Sachs Asset Management's Australia ...
Boutique launches multi-asset fund
KANIKA SOOD  |  MONDAY, 10 AUG 2020
New Zealand's Milford Asset Management is launching an income-focussed, multi-asset fund to the Australian market, in its third local launch. The Milford Diversified Income Fund (AU) will invest in fixed interest and equity income generating securities. ...
Cbus appoints chief executive
JAMIE WILLIAMSON  |  MONDAY, 27 JUL 2020
... head of Australia for BlackRock and was chief executive of VFMC from 2009 to 2012. He also spent 18 years at Goldman Sachs JBWere as an analyst and market strategist. "Justin Arter is an executive with a global reputation. Given the growing sophistication ...
Australian Unity names chief executive
ALLY SELBY  |  MONDAY, 27 JUL 2020
... as the executive director and board member of BNZ Life Insurance. Previously, Yates served as a director on the board of JBWere, as well as a member of the advisory board of Sydney University's Business School. Prior to these directorial positions, she ...
Giselle Roux joins Melbourne boutique
KANIKA SOOD  |  FRIDAY, 24 JUL 2020
The former chief investment officer of Escala Partners and JBWere has joined a Melbourne boutique in an investment advisory role. Roux left Escala in August 2019 after six years with the firm, following US-based Focus Financial Partners taking a stake ...
NAB Private Wealth bolsters executive team
ANNABELLE DICKSON  |  MONDAY, 20 JUL 2020
... has announced new five appointments to its executive team in a new structure. The appointments will report directly to JBWere chief executive and leader for NAB Private Justin Greiner as the two groups, as well as self-directed wealth, come together ...
JBWere to continue using Praemium
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
JBWere has extended its agreement with the ASX-listed platform business to provide reporting and non-custodial administration for the private banking giant's wealth management client portfolios. JBWere will continue using Praemium for another two years. ...
JBWere to add 50 to team
ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...
Pitcher Partners promotes six
KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... David Bedford will now be a partner in investment advisory based in Melbourne. He joined Pitcher Partners in 2018 from JBWere, where he was a director and senior wealth adviser. Half of the newly-appointed partners work in private business and family ...
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