Equity Trustees expands distribution team
Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW.
As former business development manager (BDM) for Australian Unity Investments, Keen represented its property business and joint partners across NSW and ACT. He has also worked with Investa Property Group within its retail funds management business.
The appointment expands the group's business development team to 10 across Sydney, Melbourne and Brisbane after former Zurich Investments BDM Caitriona Wortley signed on as a key account manager for NSW at the end of September.
EQT national manager of funds distribution Rowena Cole said the company was expanding its distribution team to serve the growing retail and investor-directed portfolio service (IDPS) market.
EQT also found itself a new non-executive superannuation chairman, Anne O'Donnell, in August. The appointment represented the first step towards restructuring the business to form closer ties between Equity Trustees Superannuation and its private wealth services business.
Recommended for you
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
