HNW advice firm hires JP Morgan’s Alex Pikoulas
Boutique wealth management firm, Lipman Burgon & Partners, has appointed institutional investment veteran, Alex Pikoulas, to the newly created role of portfolio manager in their new Investment Centre of Excellence.
Pikoulas has over 20 years of market experience in Australia and overseas, including 12 years in equity sales at JP Morgan, Merrill Lynch and Deutsche Bank.
Managing director of the firm, Paul Burgon, said the appointment was the latest in a series of new hires that aimed to bolster the firm’s standing, and Pikoulas’ institutional investment capability would allow the firm to increase the level of sophistication of its offerings to high-net-worth clients.
Pikoulas said his decision to move from the institutional space to the boutique was market-led.
“High-net-worth individuals are increasingly seeking boutique wealth managers who can provide tailored and differentiated investment solutions,” said Pikoulas. “Creating an investment Centre of Excellence with institutional grade analytical and research capabilities provides a compelling offering to this growing market,” he said.
AUTHOR
Anastasia Santoreneos
Recommended for you
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
