Henry Lyons

Channel Capital has appointed distribution director Henry Lyons to its Melbourne office as its investment manager stable and product suite continues to grow within the institutional and family office sector. Henry will be responsible for building strategic relationships with institutional clients and consultants across Victoria, Western Australia, South Australia and Tasmania.

Henry has ten years’ experience in financial services, joining Channel Capital from Dimensional where he was most recently responsible for managing institutional client relationships in the southern regions of Australia. His involvement in the investment community also includes being an active member of the CFA Professional Learning Committee and previously Chair of the ASFA Emerging Leaders Committee (Victoria).

Channel Capital’s head of distribution, Andrew King said: “Henry’s appointment is a continuation of our commitment to deepen our relationships with institutional clients and to meet the increasing client demand for a number of our capabilities across key private and public asset classes.  Expanding our team regionally will ensure that our clients benefit from a more personal and local experience. Henry is a highly regarded and experienced individual within the institutional sector and we’re very fortunate to have him join Channel Capital.”

The appointment of Henry Lyons follows that of Sam Mirls, who was recently hired as Distribution Director for Channel Capital’s Brisbane office.

Channel Capital is a multi-partner asset management business dedicated to building and supporting a unique group of investment managers worldwide. Channel Capital provides a range of services including incubation, operations, distribution, marketing and responsible entity services to eight investment management firms with associated assets of A$18 billion as of 30 June 2021. The Channel Capital Group also comprises three subsidiary companies − Channel Investment Management Limited, Channel Capital Cayman, and more recently Eolas Capital LLC – a New York based firm that provides tailored capital and business infrastructure solutions for specialist and boutique investment managers.

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Sam, who is originally from Brisbane and has more than eight years’ experience in financial services, joins from GSFM Pty Ltd where he was a Business Development Manager responsible for adviser relationships throughout NSW. Sam has held roles as an Associate Director at FIIG Securities and served as a Private Wealth Adviser at Wilsons Stockbroking & Advisory, providing investment advice across a number of asset classes.

Channel Capital’s head of distribution, Andrew King said: “Sam’s appointment is a continuation of our commitment to invest in long term relationships with Queensland clients and to meet the increased demand we are seeing across our private and public asset classes. Sam is a well-regarded individual within the advice and wealth space and we’re very fortunate to have him join Channel Capital. As the growth of our investment offering continues, we aim to attract high quality talent to support the needs of our clients. We’re very excited to have Sam as part of the team.”

The appointment of Sam Mirls follows that of Phelim O’Neil, who was also hired as a Distribution Director for Channel Capital’s Sydney office earlier this year.

Channel Capital is a multi-partner asset management business dedicated to building and supporting a unique group of investment managers worldwide. Channel Capital provides a range of services including incubation, operations, distribution, marketing and responsible entity services to eight investment management firms with associated assets of A$18 billion as of 30 June 2021. The Channel Capital Group also comprises three subsidiary companies − Channel Investment Management Limited, Channel Capital Cayman, and more recently Eolas Capital LLC – a New York based firm that provides tailored capital and business infrastructure solutions for specialist and boutique investment managers.

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Phelim O’Neill

Channel Capital has appointed distribution director Phelim O’Neill to its Sydney office as its investment manager stable and product suite grows within the advice, wholesale and family office sector.

Phelim will be responsible for relationships across the adviser, family office and wholesale channels across New South Wales and the ACT.

Phelim joins Channel Capital from his previous role as state account manager at AMP Capital where he serviced private wealth groups and advisers. He has over 12 years’ experience in financial services across distribution, project management and wealth having worked across multiple asset classes in both public and private markets.

Channel Capital’s head of distribution, Andrew King said: “Phelim is a well-regarded individual within the advice and wealth space across the eastern states and we’re very fortunate to have him join Channel Capital. As the growth of our investment capabilities continues, we can expect to attract such high quality talent to service the needs of our clients. We’re very excited to have Phelim as part of the team.”

Channel Capital is a multi-partner asset management business dedicated to building and supporting a unique group of investment managers worldwide.  Channel Capital provides a range of services including incubation, operations, distribution, marketing and responsible entity services to eight investment management firms with associated assets of A$16 billion as of 31 January 2021.  The Channel Capital Group also comprises three subsidiary companies – Channel Investment Management Limited, Channel Capital Cayman, and more recently Eolas Capital LLC – a New York based firm that provides tailored capital and business infrastructure solutions for specialist and boutique investment managers.

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Bruce, who has been with Perennial Value since its inception in 2000, has previously held several portfolio management positions, including as co-portfolio manager to company founder John Murray in Perennial Value’s Australian Share Trust.

Bruce is lead portfolio manager for Perennial Value’s Shares for Income Trust and its recently launched eInvest Income Generator Fund. In his new role, Bruce will be responsible for the management of all broader cap Australian equities portfolios within the Perennial Value business.

Andrew King also joins the Perennial Value team as Mid-Caps Portfolio Manager.

King was a Founder and Director of Investments at Melbourne-based equities investor Concise Asset Management and previously held roles at Paradice Investment Management and Investors Mutual. He will join Perennial Value in mid-July 2018 and will assume portfolio management and analytical responsibilities for the firm’s forthcoming dedicated mid-caps capability.

Additionally, Andrew Smith who joined Perennial Value in 2008, is Head of Small and Micro Companies and manages the firm’s Smaller Companies Trust and Microcap Opportunities Trust.

In the changes being announced today, Smith will take responsibility for co-ordination of the stock research effort across the Perennial group, co-ordinating its analyst and research team to ensure quality investment opportunities are identified and reflected in clients’ portfolios.

Finally, long-term Perennial Value employee Damian Cottier has been promoted to the role of Portfolio Manager in the firm’s broader cap portfolios. Cottier joined Perennial Value in 2002 and has held a number of roles across dealing, research co-ordination, analysis and most recently as Portfolio Manager within the firm’s micro caps capability. His new role will see him provide a key pivot point linking Perennial Value’s smaller and larger capitalisation businesses.

The changes form part of a strategic transitional process in the management of Perennial Value’s large cap Australian share portfolios, which will see Perennial Value Founder and Managing Director John Murray gradually step down from day-to-day management responsibilities for these portfolios.

The transition, which has been long planned by the business and is expected to occur in an orderly fashion over the next 12-18 months, will see Murray remain as Managing Director of Perennial Value and continue to contribute his insights and perspectives to the investment management team.

Perennial Value Director Anthony Patterson said the changes would provide further opportunity, responsibility and career advancement to the senior investment executives of the business.

“Perennial Value has been focussed on succession planning and building depth across our 16-member investment team for many years. In addition to addressing our succession plan for John, the Board is taking the opportunity to position Perennial Value for the future,” Patterson said.

“Perennial Value recognises that investors’ needs are evolving and that we must ensure we are well positioned to adapt, whilst meeting the core objective of our firm – to deliver outcomes that exceed our investors’ expectations.

“Our future, supported by the appointments announced today, sees us renew our commitment to being recognised as the leading value manager in the Australian market.”

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