New BT wealth management team unveiled
The chief executive of BT Financial Group, Rob Coombe, has announced executive appointments to the combined wealth management team formed by the St George Bank and Westpac Banking Group merger.
As previously announced, Geoff Lloyd, the chief executive of Asgard, will become the general manager of advice and private banking. Gai McGrath will become the general manager of customer service, while John Shuttleworth, Tony Forward, Mark Smith, David Lees, John Frechtling and Shenaz Khan will become the general managers of superannuation and investment solutions, technology, insurance, wealth transformation, finance and risk, and people, respectively.
“This highly experienced team of general managers is committed to establishing our combined wealth business as the leading provider of all of our customers’ financial needs,” Coombe said.
BT has also announced key appointments to its advice and private banking business, including Mark Spiers, head of BT Advice, Jan Swinhoe, head of Westpac private banking, and David Hewitt, head of St George private clients.
Bettina Pidcock has been appointed head of marketing, brand and communication in the super and investments business. The heads of practice management, business performance and channel marketing, and the head of dealer groups and licensee select have not yet been announced.
Recommended for you
Two former senior Global X employees have launched their own ETF provider, ETF Shares, focused on offering index ETFs for advisers and retail investors.
With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective launches.
ETF provider Global X is set to launch its latest ETF, focused on artificial intelligence infrastructure.
Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets.
