James Louw returns to Morningstar
Morningstar Australasia has appointed former Shadforth Tasmanian head, James Louw as director of institutional business development.
It said Louw would be responsible for developing sales strategy and building and managing key business relationships with wealth management businesses and financial planning dealer groups for Morningstar's investment management, sub-advisory services, and managed portfolios in Australia, working closely with the firm's account management and adviser distribution teams.
He will be reporting jointly to Morningstar Australasia head of business development, Heather Dawson, and to managing director of Morningstar Investment Management Asia Pacific, Chris Galloway, CFA.
Louw has 23 years' professional services industry experience, primarily with firms providing investment advisory and wealth management services. He was most recently head of Shadforth in Tasmania, and previously held senior leadership roles as head of institutional investment services at Ibbotson Associates Australia (now Morningstar Investment Management Australia), head of implemented consulting at Acsis, and manager financial services at Ernst & Young in South Africa.
Recommended for you
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.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
