BT Investment Management (BTIM) has appointed two senior account managers, Nicole Aubrey and Bain Swanson, to its wholesale sales team.
Aubrey will manage relationships with BTIM’s key financial planning dealer group and platform clients in NSW, while Swanson, who will be based in Brisbane, will manage the company’s relationships with dealer groups and advisers in Queensland.
Aubrey joins BTIM after eight years with Investors Mutual Limited (IML), where she most recently held the position of national account manager, and, prior to this, state manager NSW/ACT and business development manager. Aubrey has also worked at the Commonwealth Bank of Australia (CBA) as a financial consultant.
Swanson has 25 years of financial services experience, including senior roles across sales, compliance, research, development and practice management. He joins BTIM from Infocus Money Management, where he has worked in the roles of national distribution manager, and before that, national dealership manager. Swanson has also held senior roles at IOOF Investment Management, including regional dealership manager and Queensland manager, Perennial Investment Partners. Prior to this he held senior positions at Suncorp and AXA/National Mutual.
BTIM head of sales and marketing Martin Franc said Aubrey and Swanson both brought a significant depth of experience to the team, and would bolster efforts to support advisers and dealer groups alike.
The ASX-listed company had over $34.5 billion in funds under management as at 30 June 2011. BTIM is majority owned by the Westpac Group.
