Ausbil Investment Management Limited (Ausbil) has announced the appointment of Sophie Metcalfe as Business Development Manager, Victoria and Tasmania, further strengthening the firm’s wholesale distribution capability.
Sophie brings more than 12 years of financial services experience spanning business development, sales and communications. She joins Ausbil from Antipodes, where she was responsible for intermediary sales across Victoria, Western Australia, South Australia and Tasmania.
In her new role at Ausbil, Sophie will be responsible for developing and servicing Ausbil’s relationships with financial advisers, licensees, dealer groups, private wealth firms and other wholesale clients throughout Victoria and Tasmania. She will report through to Fawaz Rashid, Head of Wholesale Sales, ex North America at Ausbil.
“Sophie brings a strong combination of adviser relationship management, commercial discipline and communication skills,” said Rashid. “Her business development experience will add significant depth to our team. We are very pleased to welcome Sophie as we continue to service our wholesale clients across the southern region of Australia.”
Before joining Antipodes, Sophie held roles with Schroder Investment Management and Fidelity International across Australia and the United Kingdom. Her experience includes wholesale distribution, adviser servicing, strategic account management, investment communications and the development of data-led sales and client-engagement strategies.
“Ausbil’s reputation for active investment management, investment expertise and long-standing client relationships was a strong attraction for me,” said Sophie Metcalfe. “I am excited to work alongside Marko Matosevic, Ausbil’s Southern Region Sales Manager, and the broader distribution team. I look forward to partnering closely with advisers across Victoria and Tasmania, helping them access investment solutions aligned to their clients’ needs and objectives.”
