WEALTH MANAGEMENT PEOPLE MOVEMENTS 21 Sep 2021

Here's our recap on recent people movements in the wealth management industry

B & K Consulting's wealth management people movements concept; people walking outside office buildings

BTFG appoints Matthew Rady as CEO. https://www.bt.com.au/about-bt/media-centre/media-releases/archives/2021/matthew-rady-appointed-bt-ceo.html

GSFM appoints Joshua Nissenbaum as key account manager. https://www.investordaily.com.au/appointments/49903-gsfm-appoint-key-account-manager

Australian Finance Group Ltd announces appointment of former ASIC chair,  Greg Medcraft, as an independent non-executive director. https://www.investordaily.com.au/appointments/49891-afg-appoint-former-asic-chair-as-non-executive-director

T. Rowe Price appoints Craig Hurt as new Australian head of institutional, effective 5 October. https://www.moneymanagement.com.au/news/people-products/trowe-price-appoints-ausnz-head-institutional

Metrics Credit Partners, announces new appointments within its Investments and Corporate teams; Alison Chan, Lalit Barhate and Luke Adams. https://metrics.com.au/news/metrics-strengthens-sustainability-focus-with-new-hires/

MUFG & First Sentier Investors appoint Velina Karadzhova to lead First Sentier MUFG Sustainable Investment Institute. https://www.moneymanagement.com.au/news/people-products/first-sentier-and-mufg-appoint-head

The Victorian Funds Management Corporation appoints Kate Galvin as new CEO, pending Lisa Gray’s retirement. https://www.vfmc.vic.gov.au/2021/09/10/vfmc-new-chief-executive-officer-pending-lisa-grays-retirement/

EISS Super chair Warren Mundy departs, alongside directors Mike Roche, Juliet Dunworth & Thomas Costa. Peter Tighe elected as new chair. https://www.financialstandard.com.au/news/more-departures-at-eiss-super-179780013

Mercer superannuation executive,  Jo-Anne Bloch departs. https://www.financialstandard.com.au/news/mercer-superannuation-executive-resigns-179779996

Oxford Risk expands into Aussie wealth management and hires Bianca Kent as head of client and strategy. https://www.financialstandard.com.au/news/global-firm-expands-into-aussie-wealth-management-179779992

Icare announces appointment of Non-Executive Directors, Kylie Willment and Virginia Malley. https://www.icare.nsw.gov.au/news-and-stories/2021/icare-board-renewal-continues-with-key-new-appointments#gref

Mason Stevens hires Andrew Vong as sales director for NSW and Queensland. https://industrymoves.com/moves/vong-leaves-macquarie-for-mason-stevens

Zurich Financial Services appoints Jennifer Faglioni as head of product. https://industrymoves.com/moves/faglioni-appointed-head-of-product-at-zfs

We are an Australian based wealth management recruitment firm. We specialise in recruitment for banking & credit, superannuationlife insurance, and investment professionals- both temporary and permanent. The consultants at B & K Consulting are also active participants and contributors in leading industry forums in Wealth Management, such as ALUCA, ANZIIF, ASFA, FSC, FEAL, and CFA Society. If you are interested in learning more about how we are involved, what types of roles we have available or are looking for new talent, please email us at future@bkcon.com.au or call us at 02 9888 7888 for more information. Visit our job listings for current opportunities.

 

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