Abrdn’s Jollie joins investment consultancy



Specialist investment and wealth management consultancy KONU has hired former abrdn managing director Brett Jollie as a partner.
Jollie spent 23 years at abrdn including as managing director and CEO of Australia, but left the firm in July, one in a series of departures across the Australian business.
Consultancy KONU was founded by Paul Toepfer, former chief operating officer at State Street, and Greig Nicholson, former senior State Street lead.
It aims to help investment and wealth managers seeking to transform the performance of their businesses with access to experienced industry practitioners, and focuses on corporate, product and distribution advisory, operational and risk advisory, and execution excellence.
Other partners at the firm include Philip Hope, former wealth management partner at Deloitte, and Grant Proctor, former chief operating officer for public markets at AMP Capital.
Toepfer welcomed Jollie and said he was excited about him working with the firm’s clients.
“All the partners are delighted to have Brett on the team and look forward to him strengthening our collective expertise as well as expanding our capabilities in corporate, product and distribution advisory,” he said.
Toepfer added: “Brett has deep experience in the development, execution and oversight of business strategies with hands-on experience across the full spectrum of funds management. He also has a strong track record in managing organisational change and in the development of new and innovative investment strategies and fund services.
“Importantly, he is a very good fit with the culture we are building at KONU. Brett has a genuine commitment to improving client outcomes and is very focused on the development of people.”
Commenting on his appointment, Jollie said: “I am joining a team of industry practitioners with extensive real experience and a consultancy that is very well placed to provide specialist practical support to our clients as they seek to optimise their growth opportunities at a time of rapid change. I’m excited at what lies ahead and am looking forward to contributing.”
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.