Research market roundabout turns again
Theresearch market has been a busy area of financial services over the last 12 months particularly as a market of five players —IWL,Assirt,Morningstar,Lonsecandvan Eyk— found more competitors moving into the space.
Morningstar, fresh from a series of departures in 2001 and 2002, started adding to its numbers with managing director Scott Cooley elevated to chief executive of the local business.
At the same time, Geof Marsh joined the group fromIOOFas national account executive, while ex-Assirt staffers Anthony Serhan and John Lozano joined as head of consulting and head of technology, respectively.
Assirt’s chief Caroline Saunders and head of sales Rebecca Jacques departed after elements of the research house andAdvance Funds Managementwere rolled into the Investment Centre of Excellence (ICE).
Advance CEO Stephen Lam was shifted to head up ICE, and replaced bySealcorp’s marketing manager Kate Mulligan, while Saunders ended up atChallengerheading up construction of multi-manager products, and Jacques joined boutique managerVertex Capitalas associate director.
IWL also bid farewell to staff with Toby Potter leaving the group, to be replaced by Robert Argieri, and analyst Ben Davis moving to Zenith to work once again with Smythe and Wright.
Van Eyk Research associate director Rashmi Mehotra headed to competitorMercer. Van Eyk director and head of consulting Rob Prugue also left the group to head toLazard Asset Management.
AUTHOR
Jason Spits
Recommended for you
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a final look at the lay of the land ahead of the federal election as the latest polls predict a Labor victory, and what that could mean for Australians going forward.
In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused on the Delivering Better Financial Outcomes reforms.
In this week’s episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney’s School of Economics joins the show to break down the shifting sands of global trade dynamics and attempt to understand the way US President Donald Trump is employing tariffs.
In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector.
