In this role, Mr Holt will provide technical investment advice and support to advisers, on a range of asset classes and Perpetual Investments funds.
Mr Holt will join Perpetual Investments in early December from Zurich and brings to the role 18 years’ experience in the financial services industry.

Adam Curtis, Investment Specialists Manager, Perpetual Investments said Mr Holt will support the business’ reinvigorated sales and distribution strategy.

“Within Perpetual Investments, the distribution team plays a key role in driving inflows and revenue, as well as servicing the needs of our clients. James will add significant value to our sales and distribution strategy by sharing his specialist technical advice and support with potential and existing clients,” Mr Curtis said.

“James brings to Perpetual Investments a wealth of experience which will strengthen our offering to the market and ensure we are well positioned to achieve future growth.”

As part of the Investment Specialists team, Mr Holt will provide technical expertise on the broad range of investment capabilities that Perpetual Investments offers and provide input to the development of product strategy for Perpetual Investments.

Prior to his current role at Zurich as an Investment Specialist, Mr Holt spent four years at BlackRock in a similar role.

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