Mr Tim Gunning, speaking at Private Banking and Wealth Management Australia 2011

Mr Tim Gunning,
CEO
Ord Minnet

Tim Gunning was appointed Chief Executive Officer of Ord Minnett in October 2009. Ord Minnett has over 19 Billion dollars in Funds Under Advice, and has been helping generations of Australians invest and build their wealth for over 150 years. “Ords” is one of the most respected names in domestic financial markets, offering Full Service Stockbroking, Financial Planning, Funds Management Corporate Finance and Portfolio services. Tim oversees a team of 200 financial professionals in 13 offices across the country. In December 2010, he was appointed to the Board of Ord Minnett Holdings Limited and became Managing Director of the entity. Prior to joining Ord Minnett, Tim spent seven years with Commonwealth Bank of Australia (CBA) as General Manager of Commonwealth Financial Planning, where he was responsibility for over 700 financial planners. He had Directorships of CBA related entities, including Commonwealth Financial Planning and St Andrew’s Wealth Management. He also worked with SEALCORP Holdings Limited in various roles, including Head of Securitor Financial Group. Tim was appointed Senior Fellow of the Financial Services Institute of Australia (FINSIA) in 2005, for services to the Industry.

Appearing:

Day 2: November 16 2011

11.45am

Panel: Building scale to lower average costs, increase specialisation and increase capacity

Strategies for maximising the speed of organic growth without compromising service or culture
Successful M&A; how private banks and offices can perform due diligence to find partners with the best cultural fit,
Managing providers: How niche players can co-ordinate service providers and in-house capabilities to challenge the offerings of the integrated banks and large pure-play wealth mangers
Forming strategic partnerships: how can firms maintain a close enough relationship to ensure service excellence?

Mathew Browning,

Head of Strategy,
Myer Family Company

Mr Tim Gunning,

CEO,
Ord Minnet

Mr Eraklis Panagiotakis,

Head of Wealth Management,
Morgan Stanley Smith Barney Australia

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