Elston expands distribution team

elston-asset-management/Elston/lonsec/Mark-Smith/morningstar/

6 April 2021
| By Chris Dastoor |
image
image image
expand image

Elston Asset Management has appointed Samantha Woodham and Jeremy Weber to its distribution team.

Woodham was previously a senior business development manager (BDM) for NSW and WA at Morningstar and Weber was a BDM at Lonsec.

Woodham would be responsible for growing Elston’s presence across Queensland and WA, and was completing her CFA Level 3.

Weber would be working with Elston’s NSW distribution team, servicing advisers and their clients across the country.

At Lonsec, Weber helped grow their managed accounts footprint across Victoria and SA over the last two years and had also worked with HUB24 in NSW.

Mark Smith, Elston’s head of adviser services, said the firm was now working with over 200 advisers nationally.

“Our models are available on six of the leading wrap platforms and we have just surpassed $3 billion in funds under management (FUM),” Smith said.

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’...

2 months 2 weeks ago

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

3 months 1 week ago

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

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 weeks 5 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 5 days ago

The CEO of L1 Group, formerly known as Platinum Asset Management, has stepped down with immediate effect, and the asset manager has announced his replacement....

3 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo