Equity Trustees expands distribution team

equity-trustees/appointments/business-development-manager/funds-management-business/australian-unity-investments/chairman/

5 November 2012
| By Staff |
image
image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago

TOP PERFORMING FUNDS