Pendal appoints Head of Distribution in Australia


Anthony Serhan

Pendal, the global investment manager formerly known as BT Investment Management, has announced the appointment of Mr Anthony Serhan as its Head of Distribution in Australia.

Mr Richard Brandweiner, CEO, Australia at Pendal, said, “I am delighted to announce the appointment of Anthony to this key role in the Australian business. I am confident he will provide the leadership required to help us execute on our sales strategy and contribute to the delivery of our overall business strategy.

“His extensive commercial and technical experience from both an institutional and retail perspective, coupled with a strong understanding of investment markets and products, made him the ideal choice for the role.”

Mr Serhan has more than 30 years of investment and financial services experience and is currently the Managing Director, Research Strategy Australasia for Morningstar, responsible for the development of research and commentary about investment themes and trends across the Asia-Pacific region.

Since joining Morningstar in 2003, he has held several roles, including: CEO Morningstar Australasia; Managing Director, Ibbotson Associates (now Morningstar Investment Management).  Prior to this he also worked for investment research firm ASSIRT, AMP Consulting and Mutual Benefit Consulting.

Mr Serhan is a CFA Charterholder, holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and a Bachelor of Business in Finance & Economics from the University of Technology, Sydney.  He is also a graduate member of the Australian Institute of Company Directors.

Reporting directly to Mr Brandweiner, Mr Serhan will be a member of Pendal’s Australian leadership team and be based in Sydney.

He will commence with Pendal Group in late 2018.

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