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Showing 1 - 10 of 21 results for "Westpac Private"

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... private client manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas Hamersley and Westpac Premier lending area manager Ida Wong.

Westpac senior leader departs

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
The former head of Westpac Private who has been working in consumer and business banking has departed after a decade with the bank. Westpac confirmed Jane Watts is leaving the company after 10 years. Her most recent position was as business chief customer ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... private client manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas Hamersley and Westpac Premier lending area manager Ida Wong. All will be advisers, reporting ...

Suncorp Super appoints new chair

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... Swinhoe has over 30 years of experience in the financial services sector, including as a former general manager of Westpac Private Bank. In addition to Mercer, she also serves as a non-executive director of IMB Limited, Australian Philanthropic Services ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... Brick Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank for six years. He also spent time at NAB Private Wealth [sic] as the head of financial advice and investments for ...

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
... "a logical next step," following 15 years as a salaried adviser at Westpac, in which he run a practice within Westpac Private Bank. He told Financial Standard that being licensed under Securitor blends "the best of both worlds." "Integral Private Wealth ...

Credit Suisse named best UHNW bank in Australia

MARK SMITH  |  THURSDAY, 26 JUN 2014
... consistently recognized for our relentless efforts to support our clients - irrespective of market conditions." Westpac Private Bank took the gong for outstanding institution for its service for $10 million to $50 million clients while Commonwealth Private ...

Westpac appoints head of private bank in Asia

AAP  |  FRIDAY, 9 MAY 2014
Westpac Banking Corporation today announced the appointment of Francis D'Souza as head of Westpac private bank, Asia. Based in Singapore, Westpac's regional head office, D'Souza will be responsible for the management and oversight of all of Westpac's ...

UBS expands wholesale team

BEN COLLINS  |  WEDNESDAY, 23 MAY 2012
... Tomkins has seventeen years of investment industry experience, having previously worked in sales roles at BTIM, Westpac Private Bank and ABN Amro. "Driven by the recent growth in our business, these key appointments will enhance our ability to serve ...

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
... Advisors Australia (LGAA), Dunworth had senior executive roles with Credit Suisse Private Bank, Pengana Capital and Westpac Private Bank. "Juliet Dunworth is a highly respected family office executive with significant experience in banking and family ...
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