Wealthfocus gets an upgrade
Perpetual has affirmed its commitment to its platforms and structured products business through the upgrading of its Wealthfocus platform and a series of key appointments.
Perpetual chief operating officer Eric Wang said: “We now have the right resources in place to effectively take advantage of the significant market opportunities in this part of the market.”
According to Wang, the Wealthfocus upgrade coincides with two key appointments.
Matthew McKinnon has been appointed to the newly created role of general manager, platform and structured product sales, while Matt Pancino will assume the role of deputy chief operating officer.
McKinnon’s role will see him driving sales and service of Perpetual’s Wealthfocus platform, its self-managed super fund service and its protected investments products.
Perpetual has also undergone the biggest technology transformation in the company’s history. It has now completed the first stage of its unity registry consolidation, which involved the transfer of approximately $30 billion in funds under management and the migration of over 50 million records.
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