BlackRock Australia expands its client distribution team with key appointments to reflect the continued growth of its whole portfolio business 


Tamara Haban-Beer

BlackRock Australia has announced the appointment of Tamara Haban-Beer Stats to the role of Whole Portfolio Solutions Director within client business as it expands its distribution team to meet the continued growth of its whole portfolio business.

Reporting to Chantal Giles, Head of iShares Wealth (iSW) Australasia, who leads the broader iShares and wealth distribution team, Tamara will provide senior support to BlackRock’s whole portfolio clients in Australia and New Zealand. As the designated whole portfolio solutions client specialist, Tamara will act as a thought leader on the important issues facing BlackRock’s diverse client base including embedding sustainability considerations in the portfolio construction process, risk management, trading and liquidity management, and the impact of regulatory changes.

With over 15 years of experience in investment banking and a track record of delivering derivative-based capital and risk management solutions, Tamara brings extensive technical capital market expertise and leadership experience. Most recently, Tamara was a senior team member within the Strategic Solutions Group at J.P. Morgan for over six years.

In addition, Liana Ortega, Vice President, recently joined the institutional client distribution team based in Melbourne where she will be responsible for developing and maintaining relationships with local sovereign wealth funds, government agencies and superannuation funds. Liana joins from J.P. Morgan’s London office, and brings over 10 years of experience in client services across multiple geographies.

In June, July, and September this year, Brooke Lacey, Vice President, Cameron Dennis, Vice President, and Jack Delaforce, Vice President, joined the wealth client distribution team based in Brisbane, Melbourne, and Sydney respectively to support the distribution of BlackRock’s alpha-seeking strategies including multi-asset and active equities funds, and index and iShares ETF offerings to clients across the Australian wealth market.

Commenting on the appointments, Jason Collins, Head of Client Business, Australasia said: “We are delighted to welcome such a high-calibre of talent and experience to the firm.

“The appointment of Tamara as our dedicated senior whole portfolio solutions client specialist reflects the rapid growth of our whole portfolio business and our focus on our clients as we help guide them through the dynamics of the wealth management environment.

“Drawing on the scale and breadth of our global platform, BlackRock is uniquely positioned to partner closely with institutions to deliver a diverse range of investment styles – index, active, multi-asset and alternatives – to help achieve the individual goals of their end clients”.

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