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Showing 21 - 30 of 44 results for "wholesale sales"

Aviva wholesale sales head departs

ALEX BURKE  |  FRIDAY, 12 JAN 2018
The head of wholesale sales at Aviva Investors has left the company and a recruitment process is underway to find his replacement. Karl Linder joined Aviva in 2015 and was responsible for building out the firm's wholesale wealth management business. ...

Legg Mason appoints insto sales head from Media Super

ALEX BURKE  |  MONDAY, 13 NOV 2017
... national business development manager. Muston joined from UBS Asset Management, where he was national sales manager, wholesale sales. Muston will be responsible for strengthening key partnerships in the retail advisory sector, and will work with director ...

Legg Mason hires national BDM

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... bolster its Sydney presence. Adam Muston joins 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 ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
... recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory groups, aligned planners ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
Fidelity International appointed a new lead to help expand its Australian wholesale sales team. Andrew Mathie joins Fidelity as a director of wholesale sales for Australia after serving as a senior key account manager at Vanguard Investments. Sydney-based ...

Bennelong loses head of distribution

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... 2017, to spend more time with his young family who are located in regional NSW," the statement read. "Head of wholesale sales Jonas Daly, director of institutional sales Matthew Briggs and their teams will continue to ensure Bennelong's adviser and institutional ...

Bennelong fund added to two platforms

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
... help construct a portfolio that aims to provide attractive absolute returns over the medium to long term. Head of wholesale sales at Bennelong, Jonas Daly, said active managers with proven outperformance display a typically sound investment process regardless ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... private, institutional and financial advisor clients. He joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds across financial planning dealer groups and professional service firms. Cameron has over ...

Standard Life makes two senior appointments

MARK SMITH  |  THURSDAY, 21 APR 2016
... previously a director for institutional distribution at NAB Asset Management. Joining SLI as an associate director for wholesale sales is Simon Wu. He will be responsible adviser relationships and distribution of investment capabilities. Wu will report ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... excited to add eleven of our core funds onto the mFunds settlement service," said UBS Asset Management head of wholesale sales Alistair Dunne. "The mFund settlement service will not only open the door to a greater audience of financial planners and retail ...