David Bertram heads to Titanium
David Bertram has stepped down as head of practice management and associate director at WealthSure to join financial planning firm Titanium Group.
Bertram said that after spending the last six years leading WealthSure's distribution capabilities, he "ultimately had a differing view on where the business should be heading, given all of the changes in the industry".
Titanium chief executive Andrew Blanchette said the addition of Bertram as general manager (distribution) would complement the business' strong administration and compliance teams.
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
