Alexandra Campbell

NAB Private Wealth has strengthened its leadership team with the appointment of experienced investment executive, Alexandra Campbell, as its new Chief Investment Officer.

Ms Campbell will lead NAB Private Wealth’s, including JBWere, investment strategy across all asset classes, covering all aspects of strategic and tactical asset allocation, portfolio construction and manager selection.

JBWere funds under management increased 15% to almost $50 billion in the past year.

The wealth manager also recently announced clients would gain new customised insights about the risk and return characteristics of their investment portfolios aligned to their goals through a new offering with global asset manager BlackRock.

Ms Campbell brings more than 25 years of experience, spanning private markets, institutional investment and multi-asset portfolio construction.

Previously the Deputy Chief Investment Officer & Head of Private Markets for Cbus Super, Ms Campbell is currently the Chief Executive Officer of a large Australian family office where she has built a diversified, high growth portfolio with global exposure.

NAB Executive, Private Wealth and JBWere CEO Michael Saadie said Ms Campbell’s appointment reflected JBWere’s continued investment in its advisory and investment capability.

“Alexandra has a deep understanding of investment strategy and client objectives, and a proven record of delivering investment outcomes,” Mr Saadie said.

“Her leadership will be integral as we enhance the breadth and sophistication of our private wealth offering. The appointment reinforces our commitment to outstanding client outcomes through a unique integrated private wealth and banking platform.”

Ms Campbell said it was a privilege to join NAB Private Wealth.

“JBWere has a long and respected history of partnering with clients to build wealth across generations,” she said.

“It is exciting to have the opportunity to lead the investment strategy for Australia’s oldest and largest advisory firm and support all Private Wealth clients more broadly.

“A disciplined, long-term approach to asset allocation, complemented by tactical opportunities while managing risk, is central in achieving the investment objectives of clients. I am looking forward to delivering client outcomes with this approach.”

Ms Campbell will start her new role with in 2026.

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Michael Saadie

In a first for Australia’s banking and wealth management industries, NAB Private Wealth has entered a partnership with global asset manager BlackRock and its Aladdin Wealth platform.

This partnership will benefit NAB Private Wealth’s advice business JBWere by providing clients with new customised insights about the risk and return characteristics of their investment portfolios aligned to their goals.

Used by leading global wealth managers, BlackRock’s Aladdin Wealth platform allows advisers to model the potential impact of macroeconomic events and market scenarios like pandemics or the recent gold price spikes on client portfolios. The trusted and nuanced analysis can be used to guide informed decision-making.

The advanced risk management and portfolio construction capabilities are set to complement the tailored advice that has been JBWere’s signature strength for 185 years.

NAB Executive, Private Wealth and JBWere CEO Michael Saadie said it was another way to support clients at the highest level with their individual, long term financial goals, particularly in changing markets.

“Clients have been asking for deeper insights into their investment portfolios around risk and performance analytics and we’re pleased we’ll deliver the capability with BlackRock’s Aladdin Wealth platform,” Mr Saadie said.

“While many things have changed since stockbroker Jonathan Binns Were founded JBWere in 1840, the need for trusted and timely advice and analytics hasn’t.

“Our advisers will use the Aladdin Wealth platform to provide clients with more robust and sophisticated portfolio analysis, scenario modelling, and value-at-risk calculations, which are critical for understanding the potential impact of market events on client’s investment portfolios across public and private holdings.”

JBWere Executive Advice, Andrew Bird said the partnership was a pivotal moment in strengthening a 185-year history of providing tailored advice.

“Our advisers will be enabled to elevate risk monitoring across every client portfolio daily. They can better demonstrate to clients how portfolios would react under different market conditions and how to plan for long-term growth rather than short-term market moves,” Mr Bird said.

Chantal Giles, Head of Wealth Australasia & APAC Strategic Clients at BlackRock, said “This collaboration builds on our strong relationship with NAB as we work together to deliver more innovative solutions for Australian investors.

“Technology is increasingly reshaping wealth management and through this offering JBWere will now have access to institutional-quality data and insights to better support their clients’ long-term financial goals.”

James Verner, Head of Aladdin Wealth Tech APAC, said “Through the Aladdin Wealth platform, JBWere’s advisers will gain access to advanced tools for analysing, monitoring, and customising their clients’ portfolios. This will provide deeper portfolio insights, richer risk analysis, and greater transparency and reporting for clients.

“Wealth management continues to evolve to be more personalised and advisory driven, and we are delighted to be supporting JBWere, our first Australian wealth management client on this journey.”

The announcement follows strong year-on-year growth across NAB Private Wealth. JBWere saw a 14.9% increase in funds under management to $48.7 billion, while in Private Banking household lending increased 10.9% to $24.5 billion, and deposits increased 6.9% to $45 billion.

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The Global Finance accolade recognises NAB Private Wealth’s commitment to excellence in private banking and expertise servicing high-net worth client needs through specialised wealth management services.

NAB Private Wealth Executive Michael Saadie said the award’s focus on excellence in client service reflected the same emphasis NAB Private Wealth gave to every aspect of a client’s experience.

“We have the most comprehensive and differentiated offering in the Australian market. It spans private banking within NAB Private Wealth, specialised investment advice provided through JBWere Australia’s oldest and largest advisory firm and our investment specialists and the unique capabilities of self-directed investment platform nabtrade,” Mr Saadie said.

“This award recognises our commitment to excellence and our comprehensive offering for clients over a sustained period of time.”

“We have a 1000+ strong team of professionals across wealth advisory, private banking and investment services. They’re committed to supporting clients, understanding them and their ambitions. We combine this expertise with products and services designed to meet their needs.

“I believe our commitment to putting our client at the heart of everything we do every day is the difference that’s seen NAB Private Wealth now recognised as Australia’s most awarded private bank.”

In announcing the award, Global Finance detailed the qualities that distinguished NAB Private Wealth from its peers.

“Success in private banking today requires more than strong investment performance — it depends on a nuanced understanding of clients’ unique aspirations,” said Joseph Giarraputo, founder of Global Finance.

“This years Private Bank Awards honorees excel at combining cutting-edge digital resources and data-driven personalisation with the human touch of expert advisers who can guide high-net-worth clients through complex cross-border, multi-generational wealth challenges.”

NAB Private Wealth will officially receive the award alongside other global winners at a ceremony in February 2026.

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