Former Platinum specialist joins Atrium in adviser-focused role
Former Platinum investment specialist, Charlie Brooks, has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group.
Brooks was formerly an investment specialist and head of global institutional business at Platinum for 10 years which saw him manage the global institutional business and build new client relationships across North America, Europe and Asia.
Prior to this, he spent almost three years at infrastructure investment firm IFM as a director and also worked at nabInvest and MLC Investment Management.
At Atrium, he will hold the newly created position of client portfolio manager and report to chief investment officer, Tony Edwards.
In this role, he will work closely with financial advisers to build understanding of Atrium’s investment philosophy and value proposition, and manage relationships with key research houses and the group’s external asset consultant, Russell Investments who partnered with Atrium in March.
Edwards said: “Charlie will have a relentless focus on supporting our advisers, ensuring they have the necessary tools and resources to deliver exceptional client outcomes. This includes comprehensive training, education, portfolio modelling, and reporting. Charlie will work closely with our financial advisers, championing their efforts and enhancing their ability to serve their clients effectively.”
Brooks added: “I bring decades of investment management experience to this role, most of it spent working with pension funds, institutional asset consultants and endowments, but I’m extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high-net-worth and ultra-high-net-worth clients,” he said.
Atrium was launched in 2009 by Fitzpatricks Advice Partners – formerly known as Fitzpatricks Private Wealth – and has grown to more than $2 billion in funds under management for advisers, high-net-worth individuals and not-for-profit organisations.
The investment manager has focused on reshaping the business to improve client outcomes, lower costs for clients via scale, access a larger research capability, and enhance speed between portfolio decision-making and execution.
In April, it appointed Andrew Chapple as head of product who joined from 20 years at Colonial First State (CFS). In this role, Chapple is responsible for setting the group’s product strategy and roadmap to ensure its products and services continue to meet the needs of advisers and clients for both accumulation and decumulation.
AUTHOR
Laura Dew
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