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Showing 1 - 10 of 504 results for "Private bank"

LGT Wealth Management hires five advisers from rival

VINNY VUCAGO  |  MONDAY, 7 SEP 2026
... Carroll brings more than 20 years or global financial services experience. Armitage spent 17 years with Credit Suisse Private bank and UBS after beginning his career as a financial services lawyer. Chisholm said LGT's private ownership by the Princely ...

Black Kite Partners nabs MST's chief operating officer

RIDDHIMA TALWANI  |  THURSDAY, 6 AUG 2026
Black Kite Partners has nabbed MST Financial's inaugural chief operating officer Karen Sercombe to join the firm in the same role. Sercombe joins the Australian private equity firm after almost eight years with MST Financial. Prior to that she was ...

HSBC Australia sells $36b retail loan book to Blackstone

RIDDHIMA TALWANI  |  FRIDAY, 31 JUL 2026
HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone. The sale is expected to complete in the first half of 2027, subject to regulatory approval. The remainder of HSBC Australia's retail ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
Research from NAB Private Wealth highlighted that despite an exceptional income potential transpiring for medical professionals, they have one of the "shortest" windows to build wealth, making professional advice a key component to building long-term ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
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 ...

MaxCap appoints chief executive

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... 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 expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
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 ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
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 ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
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 ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... 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 ...
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