Schroders adds new BDM to Melbourne team

Schroders BDM Perennial Partners business development manager

21 October 2024
| By Jasmine Siljic |
image
image
expand image

Schroders has appointed a new business development manager (BDM) to its ranks, who joins from Perennial Partners.

The fund manager has welcomed George Katopis as a BDM, effective from 21 October 2024.

He will be based in Melbourne and will cover the broader Victorian, South Australian and Tasmanian regions while reporting to Jude Fernandez, Schorders’ head of intermediary.

Katopis previously spent nine years at Perennial Partners where he was recently the regional manager for the southern states for over two years.

Prior to this, he held similar BDM roles at BT Financial Group, Commonwealth Bank’s CommSec Adviser Services, and Colonial Geared Investments.

According to Fernandez, Katopis’ experience will be critical as Schroders continues to expand its footprint in the intermediary market.

“George has almost two decades’ experience in business development roles across the financial services industry. We look forward to welcoming him to the team and I am confident his wide-ranging knowledge and skills will have an immediate impact, for both the business and the adviser clients we serve,” the head of intermediary commented.

“With strong relationships and a proven track record in managing and maintaining intermediary relationships, investment and distribution strategy, fund management and private wealth management, George is a great fit for this role. We look forward to George making a positive and immediate impact to our advisory clients.”

Last week, it was announced that former Schroders head of fixed income, Stuart Dear, took up a new role after leaving in May when the firm reshuffled its asset management divisions and merged the fixed income and multi-asset divisions. Dear has since joined Peak Investment Partners as a senior portfolio manager and director.

Schroders also appointed two executives, Johanna Kyrklund and Meagen Burnett, to its global leadership team in September after it appointed a new CEO earlier that month.

On 10 September, the asset manager confirmed it had named Richard Oldfield as its new global chief executive, following the departure of Peter Harrison – effective from 8 November 2024. Oldfield was named as a director and chief financial officer at Schroders in October 2023, having previously worked as a global markets leader at PwC where he worked for over 20 years including on its UK executive board.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 4 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago