Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 4 of 4 results for "Zac Leman"

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts and direct ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail IDPS and superannuation, providing ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac Leman said many HNW clients are keen to include private market investments in their portfolios, which are mostly made ...

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... client education as a barrier to entry. Speaking at a roundtable yesterday, BT Financial Group head of managed accounts Zac Leman said the breadth of terminology used by different platform providers wasn't helping the industry's education efforts. ...
PAGE:
1