Walsh will join from Morgan Stanley, where he spent four years as executive director and state manager for NSW at the financial firm’s wealth management arm. He also spent eight years at Perpetual (Australian investment fund and trustee group) as advice manager for NSW and later as lead partner for the region, along with Queensland and head of partnership growth.

JBWere started 2026 on a bad note, as it lost advice executive Andrew Bird after a decade, who moved to join UBS as its head of global wealth management in Australia. Note that Bird is currently serving his second stint at UBS. He previously spent three years as a market manager for the company’s Melbourne-related commitments, until he departed for JBWere in 2016.

Confirming Walsh’s appointment, Michael Saadie, chief executive of JBWere, said, “Daniel is a senior wealth management leader with 20 years’ experience leading advice and distribution teams across major institutions. He has a strong track record building resilient and high-performing teams and deep experience in adviser growth strategies, business development, risk and compliance management.”

Ben Smoker served the Commonwealth Bank for the past six years. There, he spent the last two years as the venture’s general manager for private wealth. His profile also includes stints with Westpac and Saxo Bank as chief executive of Saxo Capital Markets (Australia).

His appointment follows the hiring of Alexandra Campbell as chief investment officer at NAB Private Wealth and JBWere, which took place in December 2025. Campbell will join from Cbus Super, where she was deputy chief investment officer and head of private markets. At JBWere, she will lead the firm’s investment strategy across strategic and tactical asset allocation, portfolio construction and manager selection.

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

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