POWERED BY MOMENTUM MEDIA
Freeman heads BT Wrap
BT Financial Group has announced a number of key appointments reflecting the hierarchy to exist in its combined wealth management business formed by the merger of Westpac Banking Group and St George Bank.
The appointments have been made in the advice and private banking, insurance, and superannuation and investment solutions businesses and follow the recent announcements of general managers across the group.
Chris Freeman has been named head of BT wrap, Wayne Wilson has been named head of St George Business Solutions (including Asgard), Neil Younger is to be head of dealer groups and licensee select (including Magnitude and Securitor), and Phil Hay will be head of life insurance.
Brendan Tobin will head general insurance, Charles Holland will head group insurance and Peter Morgan will head lenders mortgage insurance.
Dean Thomas will lead the transformation and integration program for BT and St George’s superannuation and investment businesses.
The appointments take effect immediately.
AUTHOR
Mike Taylor
Recommended for you
Australia’s largest superannuation fund has confirmed all members who had funds stolen during the recent cyber fraud crime have been reimbursed.
As institutional investors grapple with shifting sentiment towards US equities and fresh uncertainty surrounding tariffs, Australia’s Aware Super is sticking to a disciplined, diversified playbook.
Market volatility continued to weigh on fund returns last month, with persistent uncertainty making it difficult to pinpoint how returns will fare in April.
The Association of Superannuation Funds of Australia (ASFA) has called for the incoming government to prioritise “certainty and stability” when it comes to super policy.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
90.28 3 y p.a(%)
2
GAM LSA Private Shares AU I
37.08 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.44 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.12 3 y p.a(%)
5
Global X GlobalX FANG+ ETF
28.28 3 y p.a(%)
