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Showing 1 - 10 of 230 results for "Private banking"

NAB names new chief executive

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
... international experience," Chronican said. "The customer is front and centre for Andrew. He has lifted our business and private banking performance and been a tireless advocate for the agriculture sector, small business and First Nations business." At ...

PineBridge Investments names distribution head for APAC, EMEA

ANDREW MCKEAN  |  THURSDAY, 11 JAN 2024
... that the appointment will help to consolidate its sales and marketing strategies, and client services across its private banking networks. Kopitsis has spent over 20 years in intermediary roles across Europe and Asia; he's been with PineBridge since ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. "HNW clients aren't looking ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... competitive institutional price for clients of LGT Crestone in Australia," Chisolm said. LGT is the international private banking and asset management group owned by the Princely Family of Liechtenstein and developed this strategy more than 20 years ...

Lombard Odier breaks into Australia, issues private credit mandate

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... expertise and years of experience in funds governance pairs well with LOIM's incredible longevity and history in private banking and asset management," Godfrey said. Interestingly, Anglican Funds head Peter Munns also welcomed the entry of Lombard ...

NAB commits to $1bn of lending to boost First Nations businesses

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... organisations jump by 140% from its current lending position of $413 million. NAB group executive business and private banking Andrew Irvine told Financial Standard it's an ambitious target, but one the bank will happily beat. "It's a goal that ...

Barings expands APAC team

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... over 20 years of experience in asset management, having previously served as Allianz Global Investors director, private banking for Greater China and Southeast Asia. She has also worked at Mirae Asset Global Investments, Robeco and Credit Suisse in Hong ...

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... to consolidation in the industry." Drawing from the insights of 170 participants across wealth management and private banking industries, 69% of respondents anticipate accelerated consolidation. Citi head of research Andrew Pitt said: "The wealth industry ...

16% of asset managers to exit by 2027: PwC

ANDREW MCKEAN  |  MONDAY, 10 JUL 2023
... likely to spur vertical integration as asset and wealth management organisations bring together expertise from private banking, wealth management and other client access points with the core value drivers of investment performance." In 2022, asset managers ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
UBS is readying for a return to Australia's wealth management sector, aiming to build on the private banking legacy of Credit Suisse. In 2015, UBS decided to withdraw from the Australian market for wealth management services due to rising regulatory ...
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