Fund People Update

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New Appointments

Franklin Templeton shuffles senior distribution lineup

After acquiring Legg Mason, Franklin Templeton Australia has shuffled the distribution team, as follows:

  • Felicity Walsh, head of sales, is now leading the institutional and retail sales teams, after moving into the role from head of institutional and alternatives

  • Manny Damianakis is leaving from his role as head of retail

  • John Besley is the new head of product, from head of product and client operations at Legg Mason

  • Felicity Nicholson continues as head of marketing, switching from Legg Mason to Franklin Templeton

  • Amy Teh continue as head of investment and consultants

  • Louise Farmakis continues as head of client services

  • Serg Premier continues as managing director of ifsInvest

FSC welcomes new chair

David Bryant is the new chair of the Financial Services Council, replacing Geoff Lloyd, who stood down after resigning from MLC Wealth.

VFMC appoints head of portfolio management

Gary Gabriel has joined Victorian Funds Management Corp (VFMC) as head of portfolio management. Gabriel moves from NSW State Super as chief investment officer. State Super’s deputy CIO, Charles Wu, will take over the role while a replacement is found.

Platypus appoints ESG head

Kristen Le Mesurier has been appointed as head of ESG and engagement at Platypus Asset Management. Le Mesurier moves from AMP Capital Ethical Leaders funds as a portfolio manager.

PriceWaterhouseCooper welcomes wealth services MD

Luke McCann has been appointed to the role of managing director of wealth services for private clients. McCann moves from a role as head of private advisory at ANZ Private Bank.

Departures

Hostplus farewells real estate investment specialist

Kristopher Staltare is leaving Hostplus as its real estate investment specialist after being with the industry fund for five years. The fund has not filled the position and are reviewing the role.

Equity Trustees chair retires

Jeffrey Kennet has retired from the board of directors at Equity Trustees after over 12 years. Kennet is being replaced by Carol Schwartz, already a board member.