From welcoming new faces whilst waving goodbye to familiar ones, the senior roles at asset management firms had shifted throughout the year – particularly during H2.
1. Challenger
In July of 2022, Challenger completed their search for a funds management CEO through the appointment of Victor Rodriguez. He joined the firm in 2017 and brought fund management experience across both Australia and Asia to his new role.
2. Investors Mutual (IML)
Anton Tagliaferro, the founder of IML, announced his 2023 retirement in September. The industry veteran founded the firm in 1998 and would be replaced by Natixis IM chief executive Damon Hambly.
3. Global X ETFs
In the same month of 2022, Evan Metcalf was appointed as CEO of Global X ETFs. He had worked at ETF Securities, the firm’s former name, since 2015 and brought more than 20 years experience to the position.
4. IFM Investors
IFM Investors announced the appointment of Ming Long as independent director in October of 2022, making the firm’s board majority female. Long was previously the chair of AMP Capital Funds Management.
5. Fidelity
In replacing Alva Devoy, Fidelity International chose Lawrence Hanson as the firm’s new managing director of Australia. He carried two decades of financial services experience and would support the continued growth of Fidelity’s Australian funds.
6. Aviva Investors
During November, Aviva welcomed Richard Surrency as the new head of Asia Pacific. He previously held senior roles at investment firms Franklin Templeton, Morgan Stanley and BNY Mellon.
7. Schroders
Chris Durack, former Schroders CEO, returned to his role as chief executive of Schroders Asia Pacific after leaving the firm in 2021. His departure marked 10 years at the company and would commence his new Singapore-based position in January 2023.
8. Perpetual
Also during November, Perpetual announced the firm’s new head of equities, Vince Pezzullo. After working at Perpetual for 15 years, his new role came amidst a time of “positive momentum across investment performance and fund flows”.
9. First Sentier Investors (FSI)
FSI’s appointment of Kate Turner as global head of responsible investment marked one of the final moves in November. The company made four further appointments to the team, bringing in a new head of ESG policy and regulation and three new responsible investment specialists.
10. AMP
To conclude the list, Peter Fredricson was welcomed as chief financial officer of AMP. He previously held the position of both Oil Search’s CEO and CFO, and would replace James Georgeson who had worked at the firm since 2001.
