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Showing 1 - 10 of 26 results for "Wealth Australia"

Aussie equities withstand test of time: Report

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... for our clients," Marr said. "The environment is now more conducive to multi-asset investing." Credit Suisse Wealth Australia chief investment officer Andrew McAuley said that out of the 35 countries included in the analysis, covering 98% of the world ...

AMP names new chief executive

ANNABELLE DICKSON  |  THURSDAY, 1 APR 2021
... his successor. Alexis George has been at ANZ for over seven years as deputy chief executive and group executive wealth Australia, overseeing the sale of the business in 2018. She first joined ANZ as global managing director - insurance - ANZ Wealth. ...

Newgate fund starts new life

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... engaging with asset consultants and expect its growth to accelerate over the next six months," Sanlam Private Wealth Australia head of product and strategy Maadhvi Patel told Financial Standard. Sanlam is currently looking to bring more of its UK-managed ...

Boutique dealer groups merge

ELIZABETH MCARTHUR  |  FRIDAY, 6 MAR 2020
Spark Financial Group and Aura Wealth Australia have agreed to merge, in a move impacting 80 financial advisers. Aura executive director Andrew Coloretti told Financial Standard that the merger was driven by a desire from both groups to achieve economies ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... entered an enforceable undertaking with ASIC in relation to Prime Access. At the time, then-ANZ group executive wealth Australia, Alexis George said: "We acknowledge we did not meet customers' expectations by not providing them the services we promised. ...

ANZ appoints two senior executives

KANIKA SOOD  |  THURSDAY, 10 MAY 2018
... bank. Alexis George will now serve in the deputy chief executive role, in addition to her current role as the ANZ Wealth Australia's group executive. ANZ also announced the appointment of Mark Hand as the group executive for Australian business and private ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... April 12 - less than two weeks before the RC's questioning of ANZ chief risk officer and head of digital and wealth Australia, Kylie Rixon. The bank then limited revenue-based measures to only 15% of compensation criteria and abolished the leader board ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... April: How ANZ paid its advisers, AMP's secret adviser ANZ sent its chief risk officer and head of digital and wealth Australia, Kylie Rixon, to testify on the bank's remuneration structure for advisers. The bank paid its advisers a bonus every six months ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... groups: RI Advice, Millennium3 and Financial Services Partners. ANZ chief risk officer and head of digital and wealth Australia, Kylie Rixon, told the Commission it was more difficult to mandate centralised services, ongoing service contracts and apply ...

Prime Access bungle costs ANZ $50 million

KANIKA SOOD  |  FRIDAY, 6 APR 2018
... prevent this from happening again and have largely completed making remediation payments to impacted clients," ANZ wealth Australia group executive Alexis George said. ANZ bosses will also have to provide ASIC audited information on the improvements ...
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