Grant Samuel Funds Management (GSFM) has created a new role aimed at its extending its reach into the institutional market.
The company announced this week that it had appointed Vivienne Lee to the newly created role of senior manager — institutional business.
Lee will report to GSFM chief executive, Andrew McKinnon and head of distribution, Damien McIntyre and will be based in Sydney with a brief to pursue a national focus.
The company said the appointment reflected GSFM’s intention to further invest in its institutional business, reflecting its commitment to its fund manager partners.
It said Lee would focus on marketing the investment strategies of GSFM’s four local and international fund manager partners – Epoch Investment Partners (global equities), Payden & Rygel Investment Management (global fixed income), Tribeca Investment Partners (Australian equities) and Triple 3 Partners (managed volatility), to institutional investors.
Lee has over 20 years’ experience in the financial services industry, and has held senior positions for Perennial Investment Partners and has also worked for BT Funds Management, State Street Australia and Westpac Financial Services.
