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| | | Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence. Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive ... |
| | | | ... joined the firm from NAB where she was the executive general manager and chief financial officer for the business and private bank segments. She has also worked with the Commonwealth Bank of Australia, having led funding and liquidity in Group Treasury. ... |
| | | | Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ... |
| | | | Aequitas Investment Partners has welcomed a seasoned financial adviser to the role of head of investment delivery to continue to bolster its investment and governance capabilities. In her new role, Allirah Rehac will be responsible for portfolio implementation ... |
| | | | A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ... |
| | | | ... decisions into mandates that are clear, repeatable and accountable, Vertex said. He has previously held roles at Westpac Private Bank and BT Investment Management before moving into UBS Global Asset Management, where he was the director of distribution ... |
| | | | ... senior roles at Perpetual Investments, Colonial First State, Rabobank, Citigroup, Commonwealth Bank, and Deutsche Private Bank, building deep relationships across independent advisers, private wealth firms, family offices, asset consultants, and dealer ... |
| | | | PIMCO has promoted a senior Australian fixed income manager to managing director, recognising his leadership in the local business. Adam Bowe, who heads Australian portfolio management and sits on the Asia-Pacific portfolio committee, joined PIMCO 14 ... |
| | | | Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ... |
| | | | While Treasurer Jim Chalmers did not rule out that inflation could hit as much as 5%, he is confident that Australia will not run out of fuel off the back of the current Middle East crisis. National Australia Bank has predicted that inflation could ... |
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