Jane Watts Business Chief Customer Engagement Officer, Westpac Private Bank (at time of writing) Jane Watts is general manager, private wealth at BT Financial Group. She has a strong interest in behavioural finance, combining a PhD in Organisational Psychology with a career spent in financial services. Prior to joining BT, Jane was executive director and head of wealth management at Macquarie Bank for eight years with responsibility for a portfolio of businesses including Strategic Financial Planning, Mortgages and Insurance. Jane also has experience leading the retail distribution business at Lend Lease/MLC, providing a range of financial services to more than 100,000 employees of top corporates across Australia.
JANE WATTS | MONDAY, 15 OCT 2012 BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.