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Showing 1 - 10 of 460 results for "Private Bank"

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... Ivano Simonutti. Simonutti has been with the bank for more than 18 years, most recently as national general manager, private bank.

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Payton Capital eyes 'extensive growth', hires four

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
The real estate fund manager is extending its footprint, establishing a presence in Perth and adding a second Queensland office. Payton Capital has opened an office in Perth and another in the Gold Coast, also announcing four appointees to take the ...

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
Commonwealth Bank has overhauled its executive leadership team after two senior members signalled their intent to retire next year. Commonwealth Bank chief risk officer Nigel Williams and human resources group executive Sian Lewis will both step down ...

SSGA launches new gold fund

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... to both institutional and advised investors, as well as intermediary investors such as advisers and platforms. ANZ Private Bank, which is responsible for managing more than $9 billion on behalf of its clients, will be seeding the State Street Gold Fund ...

Former AMP advice lead sues The Australian

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
Former AMP head of advice Jack Regan has launched defamation proceedings against The Australian claiming an article published by the news outlet inferred he misled the Australian Investments and Securities Commission (ASIC). Regan claimed the article ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... adviser last November. Before that he spent over 20 years at Westpac leading the advice team in its commercial and private bank. Fuchs recently left Viridian to join Freshwater in March, while Harris was an adviser at Manly Financial Services until April. ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... sizeable bank acquired in the Australian Executor Trustees deal at the end of 2022. Further, under the deal, ANZ Private Bank will now refer clients to Equity Trustees should they require estate planning and trustee services. The Equity Trustees Will ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
Blue Owl Capital has announced the hiring of Johann Santer as a managing director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... for BT Financial Group, worked in Colonial First State's technical team, and as a financial adviser at Commonwealth Private Bank. He also has experience at KPMG and Aon Consulting. In welcoming Ramrakha, Rainmaker Information managing director Christopher ...
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