WEALTH MANAGEMENT PEOPLE MOVEMENTS 24 Aug 2021

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

B & K Consulting Wealth Management People Movements concept; businessman walking away

Aware Super appoints Steve Travis as Group Executive, Member Growth. https://aware.com.au/content/dam/ftc/digital/pdfs/about/media/2021/steve-travis-joins-aware-super.pdf

The Financial Planning Association of Australia (FPA) has named Marc Olynyk as chair of the Financial Planning Education Council (FPEC). https://www.moneymanagement.com.au/news/financial-planning/fpa-appoints-education-council-chair

BlackRock has appointed Peter Loehnert as head of iShares and index investments for Asia-Pacific, commencing 1 October. https://www.moneymanagement.com.au/news/people-products/blackrock-appoints-ishares-and-index-investments-asia-pacific-head

HESTA appoints Peter Lawrence as Senior Technology and Digital Strategist. https://www.hesta.com.au/about-us/media-centre/HESTA-appoints-Peter-Lawrence-Senior-Technology-and-Digital-Strategist.html

Jupiter Asset Management appoints Adam Phua as institutional distribution lead for Asia Pacific. https://www.jupiteram.com/us/en/institutional/insights/jupiter-expands-in-us-institutional-market-and-globally-with-key-hire/

State Street appoints Sam Edwards as new collateral management head. https://www.investordaily.com.au/appointments/49704-state-street-appoints-new-collateral-management-head

SuperConcepts appoint Andy Forbes as Chief Technology Officer and Jim Robinson, as Chief Information Officer. https://industrymoves.com/moves/forbes-named-cto-at-superconcepts

New Forest appoints Jo Saleeba joins as Head of Sustainability and Lauren Stewart joins as Head of Communications. https://newforests.com.au/announcement-impact-advocacy-group/

Pinnacle Investment Management has appointed James Longman as associate director in its EMEA sales team. https://www.financialstandard.com.au/news/pinnacle-hires-from-schroders-179779600

Colonial First State hires Anthony Lane as its group chief risk officer. https://www.moneymanagement.com.au/news/people-products/cfs-appoints-group-chief-risk-officer

Frontier appoints Brett Lazarides as a principal consultant. https://www.financialstandard.com.au/news/frontier-hires-former-perpetual-head-of-infrastructure-179779570

Kirstin Hunter joins green financier, Brighte. https://www.financialstandard.com.au/news/new-role-for-future-super-co-founder-179779596

 

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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