Jonathon Ross

Global investment firm T. Rowe Price has appointed Sydney-based Jonathon Ross as Head of Intermediary Australia and New Zealand to lead the firm’s continued growth in the intermediary channel.

Ross joined T. Rowe Price in 2015 as Relationship Manager and has been acting Head of Intermediary since May 2020. He officially took over his current remit on September 1 from Darren Hall, who was promoted as Head of Distribution for Australia and New Zealand on August 28.

In his new role, Ross is responsible for the financial intermediary distribution businesses in Australia and New Zealand and continues to report to Hall. Prior to T. Rowe Price, he held business development positions at NAB Asset Management and MLC, achieving the ‘Investment BDM of the Year’ award, and the ‘Most Consistent’ award twice.

“Jonathon’s extensive experience, enthusiasm and high energy approach are the perfect qualities to lead the team through the next stage of growth,” said Hall. “He has been an integral part of T. Rowe Prices’s growth and success in the intermediary channel, leading some of our largest client relationships and driving new initiatives for future growth.”

“Advisers are an incredibly important segment to our business and there is ample evidence that people who seek financial advice have better financial outcomes,” said Ross. “It’s a privilege to lead the firm’s well-respected and highly capable team to support the adviser community, especially amidst these times of accelerated change where fund managers and advisers alike have had to adapt to stay engaged. Our key focus is to continue to provide relevant support and a high level of service to the adviser community.”

Since Ross joined the firm in 2015, T. Rowe Price has grown the number of Australia-based adviser-facing associates from two to eight1. Under his leadership, the team will continue to diversify the business, while delivering world-class service and investment solutions to clients.

T. Rowe Price currently offers five Australian Unit Trust funds to retail and advisor-directed investors in Australia, in addition to its global range of investment strategies offered to institutional clients in Australia and New Zealand. The T. Rowe Price Australian Equity SMA and the T. Rowe Price Australian Equity Fund were both rated “Highly Recommended” by investment management research house Lonsec in 2020^[2] .

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