WEALTH MANAGEMENT PEOPLE MOVEMENTS 28 Sep 2021

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

B & K Consulting Wealth Management People Movements concept; businessman talking on mobile

Morningstar appoints Rick Di Cristoforo as director of research products. https://www.investordaily.com.au/appointments/49948-morningstar-recruits-new-advice-executive

Westpac NZ appoints Catherine McGrath as CEO. https://www.westpac.com.au/about-westpac/media/media-releases/2021/24-september/

AMP Capital appoints Christina Malcolm as Leasing Director. https://corporate.amp.com.au/newsroom/2021/september/Christina_Malcolm_joins_AMP_Capital_as_Leasing_Director

… and appoints Bopha Ly as Managing Director, Energy for AMP Capital’s Infrastructure Equity business. https://corporate.amp.com.au/newsroom/2021/september/AMP_Capital_appoints_Bopha_Ly_to_key_energy_infrastructure_role

Intrust Super Chief Executive, Brendan O’Farrell steps down. https://www.intrustsuper.com.au/news/intrust-super-chief-executive-steps-down/

Future Fund appoints Kimberley Reid as Chief People and Culture Officer. https://www.futurefund.gov.au/news-room/future-fund-appoints-chief-people-and-culture-officer

IAG Chief Risk Officer David Watts, resigns, takes up role with Bank of Queensland early next year.https://www.insurancenews.com.au/daily/iag-risk-chief-resigns-to-join-bank-of-queensland

Hyperion Asset Management expands team with the appointment of Thomas Withers, Alexandra Clarke and Sam Parcell. https://www.moneymanagement.com.au/news/people-products/hyperion-expands-team-it-focuses-growth

Profile Financial Services promotes Lena Ridley to chief executive, replacing chair Peter Coleman. https://www.moneymanagement.com.au/news/people-products/profile-financial-services-appoints-ceo

Frontier Advisors adds Fiona Reynolds to its board. https://www.frontieradvisors.com.au/fiona-reynolds-joins-frontier-board/

Australian company Tic:Toc  announces Shantell Williams as new chief technology officer. https://www.investordaily.com.au/appointments/49929-australian-fintech-company-announces-new-chief-technology-officer

Monochrome Asset Management hires Jeff Leal as Chief Operating Officer and Head of Digital Markets. https://www.monochrome.co/article/australias-leading-investment-grade-bitcoin-fund-secures-bny-mellon-executive-and-efx-expert-jeff-leal-for-coo/

 

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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