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Showing 1 - 10 of 42 results for "wholesale sales"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity International head of wholesale sales Simon Glazier explained: "As many as one in two are only somewhat or not confident at all they know how to ensure their ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... position within Invesco's absolute return multi-asset team in the UK for close to three years and was director of wholesale sales in Australia for more than four. Prior to Invesco, he worked at BT Investment Management, Pinnacle Investment Management ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... development manager for the last four years. Lucas will be based in Brisbane and report directly to head of Fidelity's wholesale sales Simon Glazier. Lucas' experience and industry connections, particularly in the Queensland market where he has worked ...

PGIM hires head of wealth

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
The former head of wholesale sales at Macquarie Asset Management in Australia has taken on the newly created role at PGIM as it looks to expand its offering. Benjamin Price is now managing director, head of Australian wealth for PGIM, based in Sydney. ...

Boutique creates distribution lead role

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... development manager. Prior to Cooper Investors, Wu spent five years at abrdn, the majority of which was as director of wholesale sales. He also worked at NAB and ANZ in BDM roles and prior to that worked as a financial adviser at ipac, Gow Gates Group ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... offering these new capabilities, we can develop stronger, deeper relationships with our clients." Fidelity head of wholesale sales Simon Glazier added: "The SMA structure makes sense for the right client because investors own the shares they're invested ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... South Wales. He brings more than 20 years' experience in wealth management, most notably as Fidelity's head of wholesale sales from 2017 to 2019. "We are delighted to have Andrew join our team and help further grow our presence in the important Sydney ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... manager of adviser solutions. Bell formerly worked at Aberdeen Standard Investments as an associate director in the wholesale sales team.

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 ...
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