Bennelong creates new distribution role

Bennelong/appointment/

1 September 2017
| By Oksana Patron |
image
image image
expand image

Bennelong Funds Management has appointed David Whitby to the newly-created role of director wholesale sales, NSW.

He would be responsible for high net worth and independent advisory groups, aligned planners, and key accounts.

Whitby, who joined from BetaShares, has more than 20 years of industry experience and has held various sales and account management roles with global investment firm GMO and Vertex Capital.

Bennelong’s head of wholesale sales, Jonas Daly, to whom Whitby would report, said: “Bennelong now partners with eight asset management teams, managing 12 funds with almost $8 billion in funds under management.

“David’s appointment ensures we have the team in place to continue working closely with financial advisers and provide them with the resources and support they require to build portfolios.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3