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Showing 1 - 10 of 265 results for "Relationship management"

Heightened cyber threats require greater accountability on governance

MATTHEW WAI  |  WEDNESDAY, 27 MAY 2026
... security foundation. He said as Eightcap continues to scale, the business was outgrowing its legacy customer relationship management (CRM) system, which creates compliance risks in many ways. "We have many tools that the team had to use across sales ...

Deutsche Bank names head of platform sales in Australia

ELIZA BAVIN  |  TUESDAY, 26 MAY 2026
... Citi for more than seven years where he held a number of roles, most recently as APAC head of futures relationship management, OTC clearing and FX prime brokerage. Prior to that, he spent close to 15 years with Credit Suisse leading its client solutions ...

Ten Cap appoints inaugural distribution lead

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... opportunities and managing relationships with various clients. He also held roles in investment sales, research relationship management and product governance, gaining experience across platforms, product development, and investment oversight. Prior ...

Oaktree sales exec lands at Ares

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... Ares Management. A senior vice president at Oaktree, Ramos will serve as managing director and head of relationship management for Australia and New Zealand at Ares. She spent more than three years at Oaktree, having previously worked in institutional ...

Former Perpetual executive takes helm at UBS AM

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... markets and institutional client coverage for Asia Pacific (ex Japan), said Quaife's expertise in client relationship management and distribution, combined with his leadership experience, strongly positions UBS Asset Management to leverage its global ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
... capabilities." Revolution Asset Management said: "His expertise in business strategy, product development, client relationship management and distribution, combined with his leadership experience, positions Revolution Asset Management to capture the ...

Morningstar DBRS expands into regional Australia

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
... the Asia Pacific. Recently she was country head for Australia and New Zealand, as well as the head of relationship management for APAC at Moody's Ratings. She also tenured with Standard and Poor as the director of financial services ratings and occupied ...

UniSuper hires from Lonsec

JAMIE WILLIAMSON  |  THURSDAY, 4 SEP 2025
... team in what the fund described as a "pivotal role." Akay joins the fund from Lonsec where he was head of relationship management for the last five years. Before that, he served as strategic relationship manager for two years. He's also previously held ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... are enabling advisers to shift their focus from portfolio construction to strategic advice and client relationship management," Praemium chief strategy officer Denis Orrock said. "This evolution is critical as practices look to scale and differentiate ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
... knowledge. Meanwhile, Insignia will retain functions such as claims, complaints, product development, relationship management, marketing, member education and advice and guidance. The move follows Insignia severing ties with NAB last November, which ...
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