Former Meritum’s head joins Gold Coast fund manager
Gold Coast-based boutique investment manager, Swell Asset Management, has appointed former general manager of NAB’s Meritum Financial Group as its head of distribution.
Lachlan Hughes, chief executive at Swell, said that Poole’s knowledge of the industry, that spanned 25 years, and understanding of financial advice and product solutions would help expand the business.
Hughes set up Swell in 2014 and the firm’s strategy focuses on globally listed companies at a discount to their conservatively estimated intrinsic value.
“I am looking forward to growing the Swell Asset Management brand across its target market segments of high-net-worth individuals, family offices and financial advisors across Australia,” Poole said on his appointment.
“I believe our investment team’s strong vision, grounded values and open, collaborative investment style will provide great client outcomes.”
AUTHOR
Oksana Patron
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
