Zurich makes strategic hires

Zurich/appointments/financial-advisers/commonwealth-bank/

27 February 2013
| By Staff |
image
image image
expand image

Zurich Financial Services has bolstered its life and investments team with the appointments of James Holt and Amy Smith.

Joining the strategic accounts and research team as investment specialist is Holt, who spent the last four years at BlackRock in a similar position.

He will be responsible for providing support and investment commentary to financial advisers and investors of Zurich's suite of managed funds.

Smith has been appointed implementation manager, strategic accounts and research, working closely with Zurich's key dealer group partners on the implementation of joint strategic initiatives, including market development and adviser education.

She spent several years in various dealership and distribution roles at Commonwealth Bank.

The additions of Smith and Holt bring the strategic accounts and research team to nine.

"Given the structural change that has occurred and continues to occur for our large institutional partners with the significant consolidation that is taking place in the industry, it is important that we match our structure to meet their needs," Zurich head of strategic accounts and research, investments Tim Meggitt said.

Smith and Holt join Zurich following the appointments of David Ghilks (New South Wales) and Jason Milosevski (Victoria) as the latest business development managers to join the national sale team.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 6 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5