Cooper Investors expands Sydney footprint

hires Sydney

17 October 2023
| By Jasmine Siljic |
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Cooper Investors has announced expansion plans to open an office in Sydney, as well as the appointment of a head of intermediary distribution. 

The opening of a new Sydney office will bolster the firm’s existing footprint in the capital city. 

According to Rhys Cahill, managing director, Cooper Investors is in the process of surveying CBD office locations and discussing potential personnel to cover the region. 
“There is increasing demand for genuine, truly active investors who offer alpha and alternative investment opportunities to the mainstream. Cooper Investors has proven investment performance over decades,” he commented.

The managing director added that the firm’s eight pooled investment trusts already receive great interest from long-term investors in the region. 

“Our expansion in Sydney is an exciting strategic positioning designed to better serve our large number of existing clients and capitalise on the strong demand for Cooper Investors products and the broader opportunity the Sydney and NSW market offers.”

The specialist equities fund manager holds approximately $12.4 billion funds under management across its eight investment funds. 

Moreover, the firm announced the appointment of Rebecca Morgan as head of intermediary distribution, a newly created role. 

She will work alongside financial advisers, private bankers and asset consultants to drive growth in the wealth management and IFA markets. 

Morgan holds over two decades’ experience in the investment and financial services industry. Over the last 14 years, she held senior sales roles at Pengana Group, PM Capital and BT Financial Group.

Most recently, she spent nearly four years as a key account manager for Ausbil Investment Management’s southern region.

Morgan will lead the intermediary distribution function in the firm’s Melbourne-based headquarters. 

“We have identified great opportunities to drive Cooper Investors further in the private bank, intermediary and IFA markets. To capitalise on these, we realised we needed a dynamic and experienced leader who could take us on that journey, which made Rebecca an obvious fit for us,” Cahill said.

“Rebecca has a proven track record of building deep and valued relationships with clients. Furthermore, the way she operates aligns strongly to Cooper Investors’ values. Rebecca is highly regarded in the market.”

Regarding her appointment, Morgan said: “I have spent a significant part of my career focused on wealth managers, independent financial advisors, dealer groups, platforms and high-net-worth individuals, and I am excited to be applying this experience at such a highly respected firm as Cooper Investors,” she said.

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