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Everything from Bennelong Funds Management

Bennelong forms new partnership with Wheelhouse Partners

From Bennelong Funds Management

Boutique fund incubator Bennelong Funds Management has formed a partnership with three asset management experts – Alastair MacLeod, Sam Jacob and Andrew MacLeod – to create a new business, Wheelhouse

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16 May 2017

Bennelong appoints Stuart Fechner to new role

From Bennelong Funds Management

Bennelong Funds Management has appointed Stuart Fechner as director, retail research relationships, effective from May 2017 and reporting to Jonas Daly, head of wholesale sales at Bennelong. In the newly

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09 May 2017

Bennelong expands its institutional sales team

From Bennelong Funds Management

Bennelong Funds Management has appointed Matthew Briggs to its institutional team. Matthew has been appointed to the role of Director, Institutional Sales, reporting directly to Andrew Aitken, Head of Distribution.

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07 Mar 2017

Bennelong expands distribution into New Zealand

From Bennelong Funds Management

New Zealand advisers can now invest in nine of Bennelong Funds Management’s (Bennelong) funds. The boutique fund manager, Bennelong, nurtures a growing suite of asset management teams, who currently have

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02 Feb 2017

BAEP’s Concentrated Fund added to two platforms

From Bennelong Funds Management

The Bennelong Concentrated Australian Equities Fund has been added to both the Macquarie Wrap and BT Wrap platforms. The fund is managed by Bennelong Australian Equity Partners (BAEP). From its

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25 Nov 2016

Bennelong Funds Management to expand into UK

From Bennelong Funds Management

Bennelong Funds Management (Bennelong) has identified a number of exciting investment managers in the UK and, after a considerable review, has decided to open an office in London, establishing a

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03 Nov 2016

How storytelling can help you get more clients. And that’s no fairy tale!

From Bennelong Funds Management

As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring. Either

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18 Oct 2016

BAEP wins ‘Fund Manager of the Year’

From Bennelong Funds Management

Bennelong Australian Equity Partners (BAEP) has won ‘Fund Manager of the Year’ at the Professional Planner/Zenith Fund Awards, announced on Friday at a ceremony in Sydney. This award capped what

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11 Oct 2016

Product Manager appointment for Bennelong

From Bennelong Funds Management

Bennelong has announced the appointment of Marta Galli to the newly created role of Product Manager, reporting directly to Jeff Phillips, Chief Financial Officer. Marta will be responsible for the co-ordination

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05 Oct 2016

Two new board members for Bennelong

From Bennelong Funds Management

Bennelong Funds Management has appointed two new non-executive directors to its board – Vicki Allen and Lincoln McMahon. Vicki Allen is an experienced non-executive director, with an executive career of

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12 Jul 2016

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