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Showing 11 - 20 of 44 results for "wholesale sales"

Bellmont expands distribution capability

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... Sydney-based firm this month, recently working at Aberdeen Standard Investments (ASI) as an associate director in the wholesale sales team. He spent over a decade at ASI, starting off as a regional sales manager then moving on to become a business development ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... Australian equities and ETF portfolios, aiming to give time back to advisers. Aberdeen Standard Investments head of wholesale sales Con Koromilas said ASI's SMA service also supports advice firms to reduce the cost, complexity and compliance burdens ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

New head of wholesale at Fidelity

KANIKA SOOD  |  WEDNESDAY, 5 FEB 2020
Fidelity has appointed a new head of Australian wholesale sales from Ellerston Capital, after Andrew Mathie left the role last year. Simon Glazier, who was Ellerston Capital's head of intermediated distribution and marketing since 2015, will join in ...

Real estate manager hires from Cbus

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
... highly effectively," APN said. APN recently also hired K2 Asset Management's head of distribution to lead its wholesale sales.

Fidelity wholesale director departs

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
Fidelity International is hunting for a new head of wholesale sales for its Australian business after the incumbent left. Andrew Mathie finished up at Fidelity in late August, after two years with the company. Mathie worked directly with Fidelity managing ...

Nikko AM names new distribution head

HARRISON WORLEY  |  MONDAY, 1 JUL 2019
... to find its new head of distribution for Australia. The $11 billion asset manager has promoted current head of wholesale sales Rob Bluzmanis to head of distribution for Australia, effective immediately. Bluzmanis has been with Nikko AM for more than ...

PM Capital head of distribution departs

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... to join a $1.3 trillion global manager's Aussie team. Lachlan Cameron is taking up the role of director - wholesale sales at Invesco. He moves into the role as the incumbent Scott Thomas relocates to Invesco's UK operations to be a product director. ...

Boutique equities manager raising $4 million

KANIKA SOOD  |  MONDAY, 6 AUG 2018
... investment committee. Alice LeMessurier is the head of investments and a director. James was Commsec's head of wholesale sales and an executive manager from December 2007 to June 2016. He was also CBA's head of adviser distribution, investor sales from ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... its Sydney presence. Adam Muston joined from UBS Asset Management, where he was the national sales manager of wholesale sales. Prior to joining UBS, he was an equity and derivative sales manager with Shaw Stockbroking, and worked in hedge fund and derivative ...