Zurich expands investment team

Zurich/business-development-manager/financial-advisers/

18 February 2011
| By Chris Kennedy |

Zurich Financial Services Australia has added an investment specialist and two business development managers (BDMs) to its investment team.

The former head of money market at Macquarie Private Wealth, Angus Crennan, joins Zurich as an investment specialist, reporting to senior investments specialist Patrick Noble.

Crennan is responsible for Zurich’s equity products and for providing investment commentary to financial advisers and investors of Zurich’s managed funds, the firm stated.

“Angus’ appointment will allow the investments team to continue to source one-of-a-kind investment offerings from local and global investment managers in line with our business model to deliver the best funds in each asset class,” said the general manager of investments at Zurich, Matthew Drennan.

Caitriona Mulhall has been appointed as New South Wales business development manager and Don Surjan has been appointed regional manager for Western Australia, both reporting to Kristine Wade, head of sales — investments.

Mulhall worked as a business development manager with LV Asset Management in London and also traded equity futures with Geneva Trading in Dublin and Elite Derivatives in London. Surjan has previously held roles with AMP and Hillross and has experience as a financial planner and practice development manager.

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 3 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....

4 weeks 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 6 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 5 days ago

TOP PERFORMING FUNDS