Adviser solutions BDM among raft of new hires

Zenith Investment Partners has welcomed a business development manager (BDM) focusing on adviser solutions in a series of appointments, while two asset managers also confirm new hires.

Zenith has made two new appointments in its business development team, who are based in Sydney and commenced on 2 December, reporting to its head of sales, Glenn Boyes.

Doug Hope joined in the newly created role of BDM focusing on adviser solutions nationally. He will be supporting the growth of the firm’s advice tools, including Zenith Mosaic, Chant West’s switching tools and FE Analytics.

Hope previously worked at Morningstar as director of advice software solutions, where he was responsible for refining and executing business strategies for the adviser and licensee segments in Australia and New Zealand.

In addition, Zenith welcomed Jim Wang as a BDM in its institutional team. He will oversee all technology and data sales related to institutional clients nationally, with a focus on the asset manager, platform and technology client segments.

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Prior to his appointment, Wang was at Preqin where he focused on alternative assets data and analytics sales.

Commenting on the appointments, Boyes said: “Jim’s expertise in data analytics and client relations will be instrumental in further developing Zenith’s institutional relationships.

“Doug brings a wealth of experience to the role particularly in the adviser research and analytics space, with direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech.”

SG Hiscock appointment

In a similar announcement, SG Hiscock confirmed the appointment of Jason Smit as BDM, effective on 16 December. He is based in Melbourne and will report to its head of distribution, Anthony Cochran.

Smit will work with current and prospective clients, strengthening and expanding the firm’s relationships among wholesale and retail investment channels, as well dealer goods and financial adviser networks in Victoria, Western Australia and South Australia.

Prior to joining SG Hiscock, he held the position of regional manager at Alexander Funds and previously worked at Dimensional Fund Advisors and Macquarie Group.

“Jason has a proven track record of successfully managing clients in the private wealth, institutional and retail sectors, providing a high level of client service, and has a thorough understanding of fixed income, equities and specialist investments,” Cochran said.

“His strong background in wealth management and business development makes him a great fit for this role and we look forward to joining us, and contributing to expanding our business footprint nationally.”

Real Asset Management (RAM) appointment

RAM was another fund manager to announce a recent appointment with the hire of Adam Willis as head of institutional capital and investor relations.

He will manage RAM’s relationships with institutional investors, lead its investor relations function, and play a key role in strengthening engagement with investors in the ASX-listed RAM Essential Services Property Fund. Willis joins from DWS, where he served as a director of client coverage.

Scott Kelly, RAM’s group chief executive, described: “Adam’s expertise in business strategy implementation across institutional markets – spanning superannuation, wealth and family offices – will bring tremendous value to our investors and funds.

“His appointment aligns with our ongoing focus on strengthening relationships and enhancing our capabilities, as we continue to expand our institutional footprint while delivering value to our investors.”