Select Asset Management focusing on customised portfolio business
Select Asset Management has made a further move to position its Customised Portfolio Solutions (CPS) service with dealer groups by appointing Gary Walsh as its head of strategic accounts.
Walsh will be responsible for working with dealer groups that wish to remodel their business amid current regulatory changes, including enhancing asset and risk management, compliance, and marketing components of their businesses.
Select chief Andrew Fairweather said CPS targeted independent, non-aligned, mid-tier dealer groups — and had already helped Finovia and Snowball.
“We have a number of other opportunities in our pipeline where we are helping [dealer groups to] rethink their business model for the introduction of the CPS service,” he added.
Fairweather added the appointment of Gary Walsh means CPS is now fully resourced for the first time since its establishment in December last year.
Walsh has over 20 years of industry experience and has previously held the role of national manager of strategic alliances for TFSA Holdings, where he was involved in the growth of their adviser force and implementation of a white label wrap account.
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