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Showing 1 - 5 of 5 results for "Stephen Poole"

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... trust will see this strategy available to the retail investor market. The launch coincides with the appointment of Stephen Poole to the role of chief executive of the Swell Global Fund. The fund invests in a concentrated portfolio of around 15 companies. ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... distribution lead, formerly of Meritum Financial Group. Gold Coast-based fund manager Swell Asset Management appointed Stephen Poole as head of distribution. Poole was the general manager of NAB's Meritum Financial Group for over three years and ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
NAB-aligned Meritum Financial Group has appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive ...

Job cuts at PIS

BEN COLLINS  |  MONDAY, 22 OCT 2012
... functional areas or departments: Client Engagement, Client Recruitment and Client Strategy and Solutions (CS&S). He said Stephen Poole, formerly group general manager of advice within Professional Investment Services, would assume leadership of Client ...

PIS launches new income fund

... products have a proven record of providing attractive and regular income returns, with well-managed risk levels," said Stephen Poole, general manager in Alliances at PIS. "Its mortgage team has an excellent arrears record and well-defined risk constraints ...
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