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Portfolio manager added to BTIM team

Posted by Anton Murray Consulting on . Posted in News, Funds Management News


BT Investment Management has appointed Alan Polley to the role of portfolio manager, expanding the business’ diversified strategies team. Mr Polley joins the company from TCorp, where he held the title of senior manager, model portfolios and risk research, and managed more than $40 billion in defined benefit and insurance multi-asset portfolios.

During his 16 year career in the financial services industry, Mr Polley has also worked at AMP Capital as a portfolio manager, and at Mercer as an investment consultant. BT Investment Management senior portfolio manager of diversified strategies Stuart Eliot said he was pleased with the new addition.“I am delighted to welcome Alan to the team. He brings solid portfolio construction and investment management experience, which will help us to continue to focus on delivering best of breed diversified portfolios to our clients,” he said.

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Count Financial CEO to join Perpetual

Posted by Anton Murray Consulting on . Posted in News


The chief executive of Count Financial David Lane will join Perpetual Investments as the new group executive. Perpetual announced today it has appointed David Lane to the role of group executive, Perpetual Investments effective 10 April. Mr Lane will join Perpetual from the CBA-aligned dealer group, which he joined as chief executive in 2011. “With an extensive career in asset management, wealth management and investment banking, Mr Lane has a deep understanding of the local and global financial services landscape,” Perpetual said.

Perpetual chief executive and managing director Geoff Lloyd said, “David has an impressive depth and breadth of leadership experience across asset management, investment banking and all aspects of wealth management on a global and local level. “He has a proven history of articulating clear business strategy and motivating people to deliver great client and business outcomes. His client-first approach will resonate within our business, and he is well placed to continue to drive Perpetual Investments forward.”

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ANZ appoints Mark Rider chief investment officer of wealth business

Posted by Anton Murray Consulting on . Posted in News, Wealth Management News

The Australian

ANZ has a new investment chief for its local wealth management business, with Mark Rider promoted to the role after four years in a senior position at the bank. In a statement, ANZ said Mr Rider would serve as chief investment officer for its Wealth Australia arm from March 10. He assumes the position vacated by Stewart Brentnall after five years, with the outgoing executive to take up another CIO role in Australia.

ANZ did not disclose the name of that company. Mr Rider, a former economist at UBS and the Reserve Bank, joined ANZ in 2013 as head of investment strategy and asset allocation. In that position he has been responsible for managing ANZ’s $30 billion multi-asset funds in Australia and New Zealand.

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Henderson reports £4.6bn in retail outflows

Posted by Anton Murray Consulting on . Posted in News, Funds Management News


A pullback from European equities has seen Henderson Global Investors report net retail outflows of £4.6 billion ahead of its planned merger with Janus Capital in late May. Henderson Global Investors has released its group result for the 2016 calendar year, reporting assets under management of £101 billion and net outflows of £4 billion. New retail outflows for 2016 were £4.6 billion which, according to Henderson chief executive Andrew Formica, was largely the result of a “global pull-back from exposure to European assets”.

“This was in sharp contrast to last year, where our well-regarded European capabilities saw us deliver industry-leading growth and market share gains. Whilst disappointing, we see this as a result of the current environment rather than a longer-term trend,” Mr Formica said. The previous year represented a “sea change” for Henderson, said Mr Formica, as the funds management company announced its intention to merge with US manager Janus Capital.

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Copy of CNY Feb newsletter (1)

February 2017

Posted by Anton Murray Consulting on . Posted in Newsletters, 2017

8 Interesting Facts About Chinese New Year