Westpac Private Bank impresses at Australian Private Banking Awards

BT Financial Group’s (BTFG) Private Wealth business has taken out five awards in the 2014 Australian Private Banking Awards held in Sydney last night, including the prestigious Outstanding Institution ($10 – $50m*) Award, winning this segment for the third year.

Private Wealth won the following awards:
– Outstanding Institution ($10m – $50m)
– Outstanding Analyst 2014 – George Toubia, chief investment director private wealth
– Outstanding Wealth/ Investment Adviser 2014 – Nima Tambyah, executive financial planner
– Outstanding Associate 2014 – Jo Woodroffe, client services manager
– Outstanding Relationship Manager 2014 – Sam Matarazzo, director private banking distribution

Winning the Outstanding Institution ($10m – $50m) Award means Westpac Private Bank has been singled out as the organisation best able to cater to the needs of high net worth individuals with between $10 million and $50 million in investible wealth.

General Manager Private Wealth, BTFG, Jane Watts, said the results reflected the team’s commitment to creating enduring financial advantage for their clients.

“At Private Wealth, we focus on unearthing ’whole of wealth’ opportunities for our clients while helping them to take care of their day to day needs,” Ms Watts said.

“As part of Westpac, the oldest bank and company in Australia, we understand the value our clients place on trusted expertise and inter-generational partnerships. As a result of our insights led approach, bespoke offerings and specialist teams, we stand out for relentless passion to surprise and delight our clients”.

“We are honoured to have received these accolades and remain committed to providing our clients with dynamic solutions that protect and grow their wealth.”

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