Mr Geoff Lloyd, speaking at Private Banking and Wealth Management Australia 2011

Mr Geoff Lloyd,
Head of Private Wealth Management
Perpetual

Geoff Lloyd joined Perpetual in August 2010 as Group Executive of Private Wealth. He is responsible for delivering on the Group’s ambition of being the leading provider of wealth management services to financially successful Australians and their families.

Geoff was previously General Manager, Advice and Private Banking at BT Financial Group (BTFG) following the merger with St George’s Wealth Management business. Prior to the merger, Geoff led St George's entire wealth management portfolio and was a member of the St George Bank Group Executive reporting to the CEO. He has held many senior positions at BTFG, including Chief Legal Counsel and Head of the Customer and Business Services Division

Geoff has completed the Harvard Business School Advanced Management Program; holds a Master of Laws, UTS (Distinction); and is admitted as Barrister of the Supreme Court of Queensland, Barrister and Solicitor of the High Court of Australia, and Solicitor of the Supreme Court of New South Wales.

Appearing:

Day 2: November 16 2011

9.10am

Keynote Panel: Building the private banking/wealth management brand to grow the industry

How can the wealth management industry work together to make high level wealth management something Australians aspire to
How Australian wealth managers can build their international reputation to capture HNW income streams from the Asia Pacific
Shifting the perception of private bankers away from product pushing

Mr Harry Parkinson,

CEO,
Morgan Stanley Smith Barney

Mr Geoff Lloyd,

Head of Private Wealth Management,
Perpetual

Mr. Adrian Hondros,

Executive General Manager,
Commonwealth Private

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