Ivan Katz

Ivan Katz Email and Phone Number

Head of Private Capital at Qualitas Group @ Qualitas Group
Ivan Katz's Location
Greater Sydney Area, Australia, Australia
Ivan Katz's Contact Details

Ivan Katz personal email

n/a

Ivan Katz phone numbers

About Ivan Katz

I am a dedicated and highly skilled relationship executive with more than thirty years experience across financial, investment and real estate markets. Experience is specifically within the Ultra High Net Worth and Family Office private client markets.

Ivan Katz's Current Company Details
Qualitas Group

Qualitas Group

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Head of Private Capital at Qualitas Group
Ivan Katz Work Experience Details
  • Qualitas Group
    Senior Director - Head Of Private Capital
    Qualitas Group May 2016 - Present
    Melbourne, Victoria, Au
    Established in 2008, Qualitas is a real estate investment management firm focused on investing across the capital structure. The firms successful track record spans development, repositioning, special situations and other opportunistic investments. Qualitas is dedicated to partnering with leading real estate investors, developers and operators with a commitment to allocating its own capital alongside that of its investors.Since 2008, with funds under management of A$8.9 billion, Qualitas has invested in or financed assets valued at over A$24 billion across a range of real estate sectors and in the major cities of Australia and New Zealand.
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  • Boq Specialist
    Private Client Services
    Boq Specialist Aug 2014 - May 2016
    Sydney, Nsw, Au
    BOQ Specialist (formerly Investec Bank Australia Limited) was acquired by the Bank of Queensland Group effective August 2014Continued responsibility for the ongoing management of the High Net Worth/Ultra High Net Worth client base encompassing client acquisition and relationship building.
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  • Investec Bank (Australia) Limited
    Private Banking
    Investec Bank (Australia) Limited Jan 2013 - Aug 2014
    London, Greater London, Gb
    Head of Private Client ServicesMember of the management team tasked with building the High Net Worth and Ultra High Net Worth business for the Private Bank of Investec Bank (Australia) Limited. Primary focus on liability raising(including foreign exchange), investment product distribution and deal origination.
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  • Investec Bank (Australia) Limited
    Financial Markets
    Investec Bank (Australia) Limited Jan 2001 - Dec 2012
    London, Greater London, Gb
    Head of Retail TreasuryMember of the management team of the Private Bank with focus in raising liquidity and investment distribution for Investec Bank (Australia) Limited.Creation, implementation, maintenance and monitoring of a product strategy that was formed by client needs across various treasury distribution channels. These included High Net Worth, High Income Professionals, Intermediaries and Online Retail. Role included custodianship and ongoing development of existing treasury products,market positioning, profitability, best practice,external competitors,legislation and responsibility to various stakeholders within the Private Bank of Investec Bank (Australia) Limited and the wider Investec Bank Group.Head of Investment DistributionResponsibility for the distribution of investments to High Net Worth and Ultra High Net Worth clients on behalf of the various product manufactures of Investec Bank (Australia) Limited and the Investec Group internationally. Product distribution encompassed private equity, property,infrastructure funds and various IPO's on behalf of Investment Banking.
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  • Anz
    Associate Director Private Banking
    Anz Jan 1997 - Dec 2000
    Melbourne, Victoria, Au
    Member of the management team tasked with the strategy implementation of the Private Banking Business unit within NSW as part of Retail Banking of the ANZ Group.
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Ivan Katz Skills

Private Banking Financial Markets Investments Portfolio Management Treasury Wealth Management Financial Analysis Financial Modeling Negotiation Asset Management Internet Banking Product Structuring Strategic Financial Planning Asset Managment

Ivan Katz Education Details

  • Financial Services Institute Of Australia ( Finsia)
    Financial Services Institute Of Australia ( Finsia)
    Graduate Diploma Of Financial Planning
  • University Of Cape Town
    University Of Cape Town
    Finance

Frequently Asked Questions about Ivan Katz

What company does Ivan Katz work for?

Ivan Katz works for Qualitas Group

What is Ivan Katz's role at the current company?

Ivan Katz's current role is Head of Private Capital at Qualitas Group.

What is Ivan Katz's email address?

Ivan Katz's email address is iv****@****.com.au

What is Ivan Katz's direct phone number?

Ivan Katz's direct phone number is +614148*****

What schools did Ivan Katz attend?

Ivan Katz attended Financial Services Institute Of Australia ( Finsia), University Of Cape Town.

What skills is Ivan Katz known for?

Ivan Katz has skills like Private Banking, Financial Markets, Investments, Portfolio Management, Treasury, Wealth Management, Financial Analysis, Financial Modeling, Negotiation, Asset Management, Internet Banking, Product Structuring.

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