Equity Trustees appoints key account manager for NSW

equity-trustees/business-development-manager/Zurich/

28 September 2012
| By Staff |
image
image image
expand image

Former Zurich Investments business development manager Caitriona Wortley has joined Equity Trustees Limited as key account manager - NSW.

Prior her time at Zurich's Sydney office, she worked as a BDM at LV Asset Management in London, and before that as an equity future trader with Geneva Trading in Dublin and Elite Derivatives.

Equity Trustees national manager - funds distribution Rowena Cole said the addition of Wortley was a further step in growing the company's distribution capabilities in New South Wales.

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 4 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 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 15 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 18 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo