Ibbotson grows distribution team

appointments/

12 July 2013
| By Staff |
image
image image
expand image

Ibbotson Associates Australia has bolstered its distribution and client management capabilities with four senior appointments. 

Former Westpac Institutional Bank national director - capital markets investor sales and distribution, Scott Mclennan, has joined the team as senior relationship manager.  

He will be tasked with building relationships through both retail and institutional channels. 

Katharine Jackson and Brent Finneran have been appointed as relationships associates, supporting Ibbotson’s investment advisory and management offering for both retail and institutional clients. 

Jackson was previously an investment advisor with Dixon Advisory, while Finneran most recently held the role of business development associate and client service officer for Merrill Lynch Portfolio Management in London. 

In addition, Ibbotson has appointed Amanda Freeman to support the investment advisory and investment teams as investment services associate. She is a former business development officer for Pengana Capital.

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’...

3 months 1 week ago

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

4 months 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 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 15 hours 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 ...

3 weeks 4 days ago

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

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo