Partners Wealth Group appoints new wealth GM
Partners Wealth Group has appointed Brett Mennie to the role of general manager – wealth, as which he will be responsible for the development of the company’s wealth division, with a focus on their joint venture model and accountant referral network.
His most recent role was as national sales manager at JP Morgan Asset Management, and he had previously spent over six years at Vanguard developing its retail intermediary business and adviser distribution team.
Matthew Cassidy, Partners Wealth Group’s managing director, said Mennie’s role would help their team support, develop and grow their 12 existing and new JV partners, as well as developing our referral network of 200 accountants.
"The exit of the big banks from the wealth space represents a huge opportunity for accounting firms looking to diversify their offering and provide fully integrated services to their clients via a diversified and highly skilled professional wealth services offering," Cassidy said.
AUTHOR
Chris Dastoor
Recommended for you
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
