Kate Ingwersen

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Kate Ingwersen to the newly created role of Group Head of Product as part of its growth as a technology-led diversified financial services and wealth management business.

Ms. Ingwersen will be responsible for product innovation across Bell Financial Group’s flagship companies, Bell Potter Securities Ltd, Bell Potter Capital Ltd, and Third Party Platform Pty Ltd. 

Working closely with the leadership team, Ms. Ingwersen will drive the Group’s products and services strategy for retail investors (self-directed and advised) through to corporate and institutional clients, ensuring the Group continues to anticipate and adapt to customer-driven investing trends and broader macro themes. 

Bell Financial Group Co-Chief Executive Officer Arnie Selvarajah said the appointment was integral to the Group’s strategy to grow by investing in proprietary broking technology and a range of complementary wealth management products and services.

‘Sitting under the Bell Financial Group umbrella are three strong businesses that are diversified across client segments, geography and revenue and are well-positioned for growth,’ Mr Selvarajah said.

‘As Group Head of Product, Kate will be responsible for unifying our product and services strategy across the Group to capitalise on the strengths of each of our underlying businesses, and to broaden the products and services we offer in an innovative manner to assist in achieving our clients’ financial objectives.

‘This builds on our strategy to diversify our well-established broking and capital markets businesses into broader wealth management and financial services, and to capitalise on initiatives such as the recently launched Tandem Securities brand, our integrated suite of trading, clearing and investment services for wholesale and institutional clients.

‘We’re confident that Kate, with her deep product strategy experience across multiple disciplines and industry verticals, is well credentialed to play a key role in assisting us to drive growth.’ 

Kate brings over two decades of expertise in financial services to the role, having previously held senior positions across wealth management and banking, most recently with Challenger Group Limited and, prior to that, with the Commonwealth Bank.

Commenting on her new role, Ms. Ingwersen said she was excited to assist with developing a long-term product strategy to support Bell Financial Group’s growth.

‘This is an important time for Bell Financial Group as we see the intergenerational wealth transfer start to gather momentum,’ Ms. Ingwersen said.

‘Across the entire financial services industry, this substantial transfer of assets and wealth will have significant implications for investors of all types. As a technology-led and diversified financial services and wealth management business, Bell Financial Group is well positioned for the opportunity this transition represents.’

The post Bell Financial Group expands leadership team with new role appeared first on AdviserVoice.