Multi-asset investment manager, Atrium – the investment management arm of Fitzpatricks Financial Group (Fitzpatricks) – has appointed former Platinum Asset Management executive, Charlie Brooks, to the newly-created position of Client Portfolio Manager.
Brooks, formerly Investment Specialist and Head of Global Institutional Business at Platinum, will report to Atrium Chief Investment Officer, Tony Edwards.
Prior to Platinum, Brooks held similar roles at IFM Investors, Northward Capital, and MLC Investment Management. In his role, Brooks will work closely with financial advisers to build understanding of Atrium’s investment philosophy and value proposition.
He will also manage relationships with key research houses and the group’s external asset consultant, Russell Investments. According to Edwards, Brooks brings complementary skills and experience to the group and his appointment strengthens Atrium’s capabilities.
“Charlie will have a relentless focus on supporting our advisers, ensuring they have the necessary tools and resources to deliver exceptional client outcomes,” he said.
“This includes comprehensive training, education, portfolio modelling, and reporting. Charlie will work closely with our financial advisers, championing their efforts and enhancing their ability to serve their clients effectively.”
“As a firm, our purpose is to enrich the lives of our clients with the greatest probability of achieving their objectives underpinned by our risk-targeted investment philosophy.”
Brooks said the opportunity to support advisers to see their clients achieve their goals most excited him about the role.
“I bring decades of investment management experience to this role, most of it spent working with pension funds, institutional asset consultants and endowments, but I’m extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high net worth and ultra-high net worth clients,” he said.
Brooks’ appointment follows the recent appointment of Andrew Chapple as Atrium’s Head of Product in April. F