Highly experienced financial services industry executive Michael Ohlsson has joined Evergreen as an Executive Director and partner in the business. Lia Gunawan has also joined Evergreen as the Strategic Partnerships Manager, reporting to Ohlsson.
Evergreen Consultants Founder and Director Angela Ashton says: “Evergreen is going through a significant growth phase. Our recent developments include the launch of a new ESG index, the Evergreen Responsible Investment Grade (ERIG) Index, and an investment portfolio stress testing tool for financial advisers.”
Ashton says: “We are committed to providing financial advisers with the solutions they need. We have had a very positive response to our new ratings business as well, Evergreen Ratings.”
Ohlsson has grown businesses across Asia-Pacific from start-ups to the Australian operations of multinationals. His industry experience spans funds management, financial advice and superannuation.
In his role, Ohlsson will be responsible for operations, sales and marketing. This will enable Angela Aston to focus on her investments leadership role.
Gunawan has more than 20 years’ experience in the financial services industry. She has held research and key account management roles including managing the commercial relationships between licensees and product providers.
“The appointments of Michael and Lia will help ensure we maintain our momentum. We have some very significant product development in the works,” says Ashton.
Ohlsson says: “Evergreen is shaping a business that is responding to market needs and building innovative solutions for financial advisers and their clients.”