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.
Recommended for you
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.
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.