Centrepoint Alliance makes senior distribution hire

platforms distribution appointments hires centrepoint alliance

19 November 2024
| By Laura Dew |
image
image image
expand image

Centrepoint Alliance has hired Colette Thunig as head of distribution for platforms and investment management. 

Thunig previously worked as the head of distribution and corporate client relationships at financial advice platform Otivo and also spent 13 years as a business development manager at AMP. 

Within the role at Centrepoint, she will be responsible for the licensee’s distribution strategy, business growth and client relationship across its IconiQ platform and Ventura IQ managed portfolios. 

She said: “I am passionate about ensuring relationships and clients are at the centre of all strategic planning to create impact and connection. With 30 years of financial services experience, I am results driven, authenticity is extremely important, and I believe in imparting value to a relationship that is sustainable, knowledgeable and innovative.”

The launch of a superannuation and investment platform has previously been flagged as one of the firm’s strategic priorities for FY25.

In its annual general meeting on 15 November, the firm detailed the launch of its IconiQ investment platform which went live in October. A separately managed account part and a superannuation part are scheduled to go live in December which will offer a broad range of diversified portfolios contracted by fund managers and asset consultants.

Built in a partnership with FNZ, the platform will empower financial advisers to manage clients’ superannuation and investment portfolios for a base administration fee of 18 bps.

Chief executive John Shuttleworth said: “The IconiQ platform will empower financial advisers to effectively manage their clients’ superannuation and investment portfolios. The intuitive user experience, advanced features, and competitive pricing structure will differentiate IconiQ as a leading platform solution.

“IconiQ’s pricing is sharp. There is a base administration fee of 18 bps, capped when balances reach $1 million, including related family accounts, and there is no minimum or standing fee per account. The super platform has an additional fee of 5.8 bps to cover superannuation specific costs. 

“Accompanying the launch of the superannuation platform will be the release of the IconiQ separately managed account scheme. This will enable IconiQ to add a broad range of diversified portfolios contracted by fund managers and asset consultants. 

“This is an incredibly exciting time for the business as we have developed key infrastructure for the group that we can build on over the next few years.”
 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 weeks 3 days ago