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Showing 1 - 10 of 500 results for "Private bank"

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 ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... 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 appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
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 ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
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 ...

Inflation to spike, oil supply plenty: Chalmers

KARREN VERGARA  |  MONDAY, 16 MAR 2026
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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