Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND