Zurich strengthens investment team.
Zurich Financial Services has strengthened its investment team with the appointment of a new relationship manager and investment analyst, as well as appointing a new manager of investment specialist research and new opportunities.
JP Bae has taken on the role of relationship manager and will be responsible for managing Zurich’s relationships with its key investment partners. Bae has worked for MLC in various investment positions, including as an investment policy analyst.
Brett Penprase will fill the role of investment specialist research manager and new opportunities. He will be responsible for overseeing the investment specialist team and will continue to have control over new fund managers and research house relationship management.
Elliot Bullock has been appointed an investment analyst and will work with Zurich’s senior investment specialist, Patrick Noble. Bullock recently graduated from the University of Technology, Sydney.
“With these appointments the investment specialist team is now fully resourced and allows us to fully focus on the promotion of the exclusive Zurich investment funds,” said the director of investments at Zurich, Matthew Drennan.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.