Luminaries Of Australia's Wealth Management Industry Honoured In Sydney

Tom Burroughes

17 June 2013

Luminaries of Australia’s private wealth industry have been honoured at the fifth annual Australian Private Banking and Wealth Awards gala hosted by RFi in Sydney.

RFi is a firm that, among other services, conducts client satisfaction surveys of private clients around the world. Bruce Weatherill, chairman of ClearView Financial Media (publisher of this website) is chairman of its global private banking councils (Australia, Asia-Pacific and EMEA).

The awards take account of views from more than 1,000 high net worth clients as well as the opinions of a judging panel.

Winners:

Outstanding institution $1 million-$10 million Award

Commonwealth Private

Outstanding Institution $10 million-$30 million Award

Westpac Private Bank

Outstanding Institution Ultra HNW $30 million+ Award

Credit Suisse

Outstanding Relationship Manager Award

David Tayler (Westpac Private Bank)

Outstanding New Relationship Manager Award

Tim Coffey (St. George Private Clients)

Outstanding Wealth/Investment Advisor Award

James Greenrod (Macquarie Private Wealth)

Outstanding New Wealth/Investment Advisor Award

Colemen Lee (Westpac Private Bank)

Outstanding Philanthropic Services Award

NAB Private Wealth

Outstanding Associate Award

Damon Payne (Commonwealth Private)

Outstanding Analyst Award

Nick Ryder (NAB Private Wealth)