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Showing 1 - 10 of 13 results for "JBWere"

Top JBWere wealth leader heads to UBS

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026  |  NEWS
JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ...

Green moves: Anthesis, First Australians Capital, PRI

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025  |  NEWS
... wealth fund from Cbus Super, where she spent around 20 months as a senior ESG integration analyst. She moved to Cbus from JBWere, where she also covered responsible investment following a five-year stint at Equip Super during and after its merger with ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... relationships and consulting initiatives. Before Zenith, she spent 10 years at Goldman Sachs Asset Management and Goldman Sachs JBWere Asset Management. Ascalon chief executive Aubrey Roga said Deagan's mix of product knowledge and relationship insight ...

ECCM recruits operating chief

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... strategies. Havryliv developed the firm's macro trading strategies after working at Citii, Shell Cove Capital Management and JBWere. The firm's flagship strategy, the ECCM Systemic Trend Fund, capitalises on directional price trends across a ...

NAB Foundation launches Impact Investing Fund

JAMIE WILLIAMSON  |  FRIDAY, 28 MAR 2025  |  NEWS
... and the expectation that a total of $50 million will have been allocated by October 2026. The fund is to be managed by JBWere. A specialist investment committee has been created, chaired by Paul Ramsay Foundation head of impact investing Ben Smith. "JBWere ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  THURSDAY, 18 JAN 2024  |  NEWS
... collaborative relationships, leveraging diverse strengths to create sustainable change. In her new role, Ward will work alongside JBWere director, philanthropic services Josephine Paino, and will report to JBWere head of family advisory and philanthropic ...

Infrastructure manager joins Principles for Responsible Investment

RACHEL ALEMBAKIS  |  WEDNESDAY, 16 JUN 2021  |  NEWS
... founder and former owner of Hastings Fund Management, and McGregor, ex-head of infrastructure and utilities at Goldman Sachs JBWere and ex-CEO of the Australian Infrastructure Fund. The Fund is currently invested across 'core' and 'super core' infrastructure ...

Victorian social housing commitment potential opportunity for impact investment

RACHEL ALEMBAKIS  |  THURSDAY, 19 NOV 2020  |  NEWS
... stopping progress here," said Shamal Dass, chair of Constellation and head of philanthropic services and family advisory at JBWere. How do we work together across sectors - private and public capital, for-profit and not for profit have to work together ...

Video: Responsible Investment Coming of Age - Full Panel Discussion

RACHEL ALEMBAKIS  |  FRIDAY, 2 MAR 2018  |  NEWS
... Director, MSCI; Alice Cope, Executive Manager Global Compact Network Australia; James Wright, Chief Investment Officer, JBWere and Simon O'Connor, Chief Executive Officer, Responsible Investment Association Australasia. The panel reviewed the current ...
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