Copia makes new appointment
Multi boutique fund manager Copia Investment Partners has continued to build its business in Australia, announcing this week it had appointed Adam Tweedale to the role of State Manager – Southern Region.
Tweedale has joined Copia from Bennelong Funds Management where he was Director of Distribution.
He had previously worked at APN Property Group, Vanguard Investments and Macquarie Bank.
Commenting on the appointment, Copia executive director, Sam Baillieu said Tweedale would be filling a new role based in the company’s Melbourne head office.
“The appointment of Adam complements our existing sales team and importantly enables us to continue building our retail footprint throughout Australia,” he said.
The Copia distribution team represent OC Funds Management (Australian Equities Small Cap Manager), Ralton Asset Management (Australian Equity Managed Account specialist), Imperia Investment Group (Asian Event Driven Manager) and Odey Asset Management (Global Equities Manager).
"With our suite of investment partners represented on most major platforms, it is important we have an experienced team to drive distribution through these channels and continue to expand our network,” Baillieu said.
Recommended for you
Sharing his reasoning in joining the FSC board, WT Financial chief executive, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space.