Private Banking & Wealth Management 2011 - Speaker list

Karyn Baylis is the Chief Executive of Jawun. She has extensive commercial experience in General Management with an emphasis on sales, marketing and distribution across financial services, telecommunications and airline industries. Karyn's past roles include...

George joined UBS Wealth Management in January 2008 as Head of Investment Strategy & Consulting. He is responsible for research & investments across all asset classes (Equity, REITs, Cash, Fixed Income, Alternatives & Currency) and is in charge of Asset Allocation and...

Mr Browning is responsible for investment and business strategy at the Myer Family Company, an investment, family office and wealth services firm. Since 1934, the firm has evolved to cater to the needs of families, individuals, foundations, charities and...

Sean Cortis has more than 20 years of experience helping clients of substantial wealth achieve their family and financial goals. As Chief Executive Officer of Lowenhaupt Global Advisors Australia, Sean is responsible for all operations and service delivery to...

Peter Dorrian is Head of global wealth management - Australia in PIMCO's Sydney office. Prior to joining PIMCO in 2006, he had been an adviser to PIMCO's Australian business since its establishment in 1997. Peter was also previously chair of the investment committee...

Michael is the Head of Research for Suncorp’s Advisory divisions that include Suncorp Financial Services, Guardian Financial Planning, Standard Pacific Consulting, and is also the portfolio manager of Standard Pacific’s first quartile performing multi-manager...

Justin Greiner has worked in the consumer and financial services industries for nineteen years. Justin was appointed ANZ Private Bank’s State Director, NSW and ACT in June 2008. He also ran the advisory business for the Private Bank from October 2008 until October...

Tim is a Partner and National Growth Leader for Deloitte Private, a specialist division within Deloitte Touche Tohmastu that focuses on private companies, families, individuals and communities. He has spent 33 years providing tax and business advisory services to...

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...

Ralf is currently Head of the Commonwealth Private Office (“CPO”) which is an advisory and investment service offering provided by Commonwealth Private for Ultra High Net Worth individuals. Ralf joined the business in 2009 and is responsible for servicing Commonwealth...

Adrian Hondros was appointed as Executive General Manager of Commonwealth Private Bank in May 2009. Prior to joining us he was Chief Executive Officer at St Andrew’s Australia, the wealth and insurance arm of HBOS Australia, a role he held prior to the Group’s...

Nick is an experienced leader in the Financial Services Industry with particular emphasis in Domestic and International Private Banking, Wealth Management and Corporate Advisory for over 21 years. He has worked at a number of leading organisations including Credit...

James is Chairman and Chief Executive of Hungerford Hill Wines, a medium-sized wine producer based in the Hunter Valley, 160km north of Sydney, Australia. Hungerford Hill was founded in 1970 in the Hunter Valley, and gained a great reputation for its wines. The Kirby...

David leads JBWere’s Philanthropic Services team, having joined it in March 2010. He has considerable experience of philanthropy in Australia, particularly through his role as a strategic adviser to individuals, families, charities, and non-profits. Prior to joining...

Joerg Koeppenkastrop is a Head of Global Investment Solutions for Deutsche Bank Private Wealth Management (PWM) in Australia He is a structured product and derivatives specialist with 20 years experience in Australian and overseas markets. Prior to joining the team ...

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...

Fintan has over 20 year industry experience, he joined Macquarie in October 2010 and focuses on Family Office and UHNW in Australia and New Zealand. Prior to joining Macquarie Fintan was the Managing Director of a Venture Capital Company base in Europe, backed by the ...

Luke McConnell has over 14 years experience in the financial services sector. He is presently Chief Financial Officer of the Royal Bank of Scotland (RBS) in the Nordic Region, based in Stockholm, Sweden. Previously at RBS he held the position of Global Head of Finance...

George is the Chief Investment Officer of Deutsche Bank’s Private Wealth Management division. His role is to advise high net worth clients of the bank on their investment strategy and asset allocation, its implementation, including portfolio construction and market...

Jay joined Macquarie Private Bank in August 2011 and heads up the Australian operations, leading its team of Private Bankers based in Sydney and Melbourne. Prior to joining Macquarie, Jay was the Managing Director of Merrill Lynch, where he managed the firm's...

Richard Owens is Chairman of his family's diversified Retail, Real Estate and Investment Company and is a vigneron in the Hunter Valley, NSW, Australia. After selling his supermarket company 'Shoeys' to the large retail group Coles Myer in 1988, be became Executive in...

Eraklis joined Morgan Stanley Smith Barney in November 2006. His role is as the ‘Head of Wealth Management’. This encompasses the development and growth of the wealth management/financial planning, family office governance & dynamics and investment platforms. Eraklis...

Harry Parkinson is the Chief Executive Officer of Morgan Stanley Smith Barney Australia. Harry joined Citi Smith Barney in March 2006 and was promoted to the CEO role in July 2010. Prior to joining Citi Smith Barney Harry held a succession of executive positions within ...

Mykolas D. Rambus, CEO and Co-Founder of Wealth-X. Previously, Mykolas was the CIO of Forbes Media, a position he held for three years. He was also the Sales and Marketing Partner with KAHLE Partners, the CIO advisory firm, CIO at W. P. Carey, a NYSE-listed Real...

An accountant by training with a career largely in commerce and industry, both manufacturing and financial services (life and general insurance), in senior management roles of which fourteen years was overseas working in England, Europe, Asia, and Africa. Mergers and...

Graham Reeve is the Managing Director of The Myer Family Office. The Myer Family Office was created in 1986 to service the needs of the now 63 descendants of Sidney and Merlyn Myer. Since 1999, the Myer Family Office has been accepting other high net worth clients...

Scott Riedel is the Head of the recently launched AMP Private Wealth Management business, AMP Financial Services. His previous roles include the Head of Perpetual Private Clients where he was responsible for substantially growing the advisory and fiduciary services...

James began his career in 1990 as a trader at ANZ Grindlays Bank in Switzerland and later took responsibility for all their trading activities. In 1997 he was appointed Chief Product Specialist in Structured Derivatives at ANZ’s Investment Bank in London before moving...

Brad Scott is the Managing Director, CEO and founder of EWM Group. Brad has acquired over 24 years experience in the finance and investment industry and is a former Executive Director of Goldman Sachs JBWere. His background includes relationship...

Ben specialises in advice for sophisticated investors, institutional clients and high net worth families in Melbourne, nationally and abroad. Currently the managing partner and desk head of RBS Morgans Family Office, Ben is also a director of Private Branded Beverages...

Xanthe Virtue is a Division Director for Macquarie Specialist Investments. She has over 15 years experience in financial markets and has been with Macquarie Bank since 1999. Xanthe has held a variety of roles at Macquarie primarily in warrants, derivatives and hedge...

Geoffrey Wilson has had 31 years experience in the Australian and international securities industry. He established Wilson Asset Management (WAM) in 1997, an independently owned boutique investment manager based in Sydney, Australia. The WAM Group is the manager of...

Peter is a qualified Chartered Accountant. Upon completion of his degree, he spent eight years working in the insolvency and corporate recovery division at Andersen, followed by eight years of media acquisitions at Southern Cross Broadcasting (Australia) Limited. Over...