Wealth Management Recent Movements Update

Recent Leadership Appointments and Departures Shaping Australia's Wealth Management Landscape 29/10/2024

⏺ ASFA | The Voice of Super strengthens its leadership team with the addition of Rachel Reynolds as its new Director, bringing 25 years of financial services experience. https://www.investordaily.com.au/appointments/56051-asfa-announces-new-director

⏺ Australian Ethical Investment welcomes Adam Roberts as its new Head of Private Markets, tasked with leading its infrastructure debt fund and private markets portfolio. https://www.moneymanagement.com.au/news/funds-management/australian-ethical-hires-private-markets-head

⏺ PictureWealth names John Bezich as its Head of Advice; to have previously worked at Westpac Financial Planning, AMP, and most recently, ETF provider Betashares. https://www.moneymanagement.com.au/news/financial-planning/picturewealth-appoints-head-advice#:~:text=Advice%20licensee%20PictureWealth%20has%20appointed,years%20at%20ETF%20provider%20Betashares.

⏺ Rest appoints Simon Esposito, Head of Private Markets and Deputy CIO, and Kiran Singh, Head of Listed Assets as its two Co-Chief Investment Officers on an interim basis following the departure of Andrew Lill earlier this month.

https://www.investordaily.com.au/appointments/56049-rest-names-acting-cio-duo-as-replacement-search-commences

⏺ Schroders expands its team with George Katopis, a Melbourne-based Business Development Manager, who joins from Perennial Partners. https://www.industrymoves.com/moves/schroders-hires-from-perennial-partners

⏺ SCOR names Paula Bourke as its new Chief for its Australia and New Zealand operations. https://www.insurancenews.com.au/life-insurance/scor-appoints-australia-and-nz-chief

⏺ AMP's Superannuation and Investments Team welcomes Julie Slapp as Director for Growth and Customer Solutions, and Cloe Reece as General Manager, Risk, Compliance, and Policy. https://www.adviservoice.com.au/2024/10/amp-invests-in-growth-innovation-customer-solutions-and-risk/

⏺ Westpac names Peter Herbert as Acting Lead for its Business and Wealth division as it prepares for a major leadership transition. https://www.investordaily.com.au/appointments/56046-westpac-names-acting-business-wealth-chief

#MarketMovements #FinancialNews #WealthManagement #Investment #Superannuation #Insurance

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