Genium confirms senior hire from Morningstar
Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business.
Simon Scott has joined the boutique investment consulting and research house as a senior analyst - research, with a particular focus on alternative and unlisted assets. He will report to Tim Murphy, Genium’s co-chief executive and head of research.
Scott brings more than two decades of experience in investment research, most recently spending over six years at Morningstar. He held the senior principal role of Morningstar’s manager research team, acting as the global asset class lead for alternatives.
He also served at Macquarie Private Wealth as a senior investment analyst, where he oversaw fund research and the delivery of model portfolios and asset allocation advice.
Prior to this, the incoming senior analyst was the APAC sector head for structured products and alternative investments at S&P Fund Ratings. He also held roles at Deutsche Bank and JP Morgan Asset Management.
Welcoming him to the team, Murphy commented: “One of the key differentiators of our research approach is the experience of our team. With increasing demand from clients for views on alternative and unlisted assets, there’s no one more qualified in the market than Simon to add to our expertise in this specialist and growing area.”
Alongside the new hire, the company also confirmed the internal promotion of Jayden Ribarovski from investment analyst to investment consultant. In his new position, Ribarovski has taken on formal responsibility for servicing some clients and portfolios, while reporting to co-CEO and CIO Chris Lioutas.
Last October, Genium appointed Andrew Vong as head of investment solutions, who joined from his role as sales director at Mason Stevens.
The research house also made several appointments from Morningstar in the past, such as the hire of Tim Wong in May 2024 as a senior research analyst.
Justin Walsh commenced at Genium last year in the same role, while Murphy previously spent 17 years at Morningstar, most recently as the director of manager research for Asia-Pacific.
Genium was launched in 2013 as Insight Investment Consultants, but only rebranded to the new name last year in line with the launch of its research ratings division. Its business covers consulting and manager research, bespoke portfolio management, and research and ratings.
The organisation has existing consulting clients servicing more than 400 financial advisers and managing over $25 billion in funds under advice, including some $6 billion in managed accounts.
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Jasmine Siljic
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