Credit Suisse shifts sales team up a gear
Credit Suisse has almost doubled its sales team with the appointment of three business development executives.
The three recruits started with Credit Suisse last week and have a strong international flavour. Scott Wilkie will set up the group's Brisbane office after an extended stint in San Francisco with the likes of Morgan Stanley and UBS. Roslyn Mason joins the group's Melbourne office as a business development officer fresh from working in London with Morgan Stanley and Chase Manhatten while Winnie Kwok joins from Count Wealth Accountants in Sydney.
National sales manager Clayton Coplestone says the appointments are designed to meet the surge in demand for Credit Suisse's retail funds in 2000. Coplestone says sales last year were six times the budget set at the start of the year.
He says the group has been reluctant to begin servicing extra dealer groups until the right people had been recruited. Credit Suisse will begin servicing four extra dealer groups in 2001, including the massive AMP group, bringing them exposure to 15 of the market's 20 biggest dealer groups.
Recommended for you
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial adviser if they want to futureproof their business.
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform.
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players.