Zurich strengthens investment team.
Zurich Financial Services has strengthened its investment team with the appointment of a new relationship manager and investment analyst, as well as appointing a new manager of investment specialist research and new opportunities.
JP Bae has taken on the role of relationship manager and will be responsible for managing Zurich’s relationships with its key investment partners. Bae has worked for MLC in various investment positions, including as an investment policy analyst.
Brett Penprase will fill the role of investment specialist research manager and new opportunities. He will be responsible for overseeing the investment specialist team and will continue to have control over new fund managers and research house relationship management.
Elliot Bullock has been appointed an investment analyst and will work with Zurich’s senior investment specialist, Patrick Noble. Bullock recently graduated from the University of Technology, Sydney.
“With these appointments the investment specialist team is now fully resourced and allows us to fully focus on the promotion of the exclusive Zurich investment funds,” said the director of investments at Zurich, Matthew Drennan.
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
