Search Results | Showing 1 - 10 of 1953 results for "Relationships" |
| | | ... years. At Bupa, Kelly covered strategy and analytics, developed Medibank's health purchasing strategy and built relationships with providers, industry associations and regulators. Earlier in her career, she spent six years at the Commonwealth Bank ... |
| | | | ... report said. The report found that over half (56%) of HNW investors with alternative investments maintain ongoing relationships with their advisers, compared to 36% of those not investing in alternatives. Additionally, 62% of HNW investors in alternatives ... |
| | | | ... sophisticated investors, who are invested in finding solutions - we are not here to simply push products." "Our established relationships with pensions and sovereign wealth funds demonstrate our ability to deliver results in our portfolios," Clarke added. ... |
| | | | ... appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing JANA's presence and forming relationships ... |
| | | | ... Roberts, Yvonne Blunt and Christine Evers have all been elevated to more senior roles. First, the head of client relationships role for financial markets will be shared by two executives promoted from within. Jennifer Roberts and Yvonne Blunt have been ... |
| | | | ... Wealth Platform from Iress was completed on April 15. "The addition of this new FUA is underpinned by long-term relationships with high-quality clients. The increase to platform FUA of 17% to $28.4 billion represents a material uplift in scale," Wamsteker ... |
| | | | ... Cook said. "We also have great capability with self-managed super and aged care advice, and we have great advice relationships with industry superannuation." Blue Harbour chief executive Todd Hitchcock said the merger will deliver many benefits to employees ... |
| | | | ... From July 2023 to December 2023, Clearview reported $17.5 million in new business sales. "ClearView's deep adviser relationships has allowed it to regain share post launch of the new products," it said. |
| | | | ... opportunity management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on Practifi," Johnstone said. Lumiant chief executive Blake Wood, who took over from co-founder Santiago ... |
| | | | ... driving the growth of Wheelhouse's global equities and Australian equity capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair ... |
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