WEALTH MANAGEMENT PEOPLE MOVEMENTS 25 OCT 2021

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

B & K Consulting Wealth Management People Movements concept; colleagues meeting inside office building with city views

Clime adds Claire Bibby to its board. https://www.investordaily.com.au/appointments/50100-clime-announces-new-director-appointment

State Street Corporation has appointed Tim Helyar as head of Australia. https://newsroom.statestreet.com/press-releases/press-release-details/2021/State-Street-Appoints-New-Head-of-Australia-and-Head-of-Singapore-and-Southeast-Asia/default.aspx

The Financial Services Council CEO, Sally Loane, to step down at end of the year. https://www.fsc.org.au/news/media-release/sally-loane-ceo-announcement#:~:text=The%20Financial%20Services%20Council%20(FSC,the%20policy%20and%20advocacy%20organisation.

Link Group appoints Phil Angelico to the role of Head of Insurance for Retirement and Superannuation Solutions division. https://www.linkgroup.com/media/LinkGroup-Appointment-of-Phil-Angelico-announcement.pdf

Iress Chief Commercial Officer, Michael Blomfield, departs due to health reasons and replaced by Simon New. https://www.moneymanagement.com.au/news/people-products/michael-blomfield-departs-iress

Mystate announces the retirement of Miles Hampton and appointment of Vaughn Richtor as new Chairman from 1 April 2022. https://mystate.com.au/important-information/mystate-limited-announces-new-chairman-and-record-q1-loan-book-growth/

NAB adds James Spenceley to its board from December. https://www.investordaily.com.au/appointments/50118-nab-appoints-new-director-to-board

Lakehouse Capital co-founder, Joe Magyer, to depart. https://www.financialstandard.com.au/news/lakehouse-capital-co-founder-to-depart-179790175

APRA appoints Geoff Stewart to the role of Head of Investment Risk. https://www.financialstandard.com.au/news/apra-appoints-investment-risk-lead-from-tcorp-179790202

VFMC confirms the departure of investment stewardship lead, Talieh Williams, and appoints Shali Lingaretnam as interim replacement. https://www.financialstandard.com.au/news/vfmc-investment-stewardship-lead-exits-179790138

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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