Joining in May 2021, Mr Green brings more than 20 years’ experience in asset management distribution capability to the firm to support and strengthen AXA IM’s relationships with Australian wholesale investors.

Based in Sydney, Mr Green will report to Michelle Lacey, who is Head of Core Client Group, Australia at AXA IM.

Mr Green joins from Colonial First State Investments where he was a business development manager. Prior to that, Mr Green held business development roles with Zurich Investments, NAB Asset Management, Russell Investments and Nikko Asset Management Group.

Michelle Lacey said: “We are delighted to have Bevan join us. Bevan’s appointment demonstrates AXA IM’s commitment to Australian clients as we continue to provide more focus and proximity to our clients in response to their evolving needs. With responsible investment strategies being in high demand, Bevan’s deep industry knowledge and experience, together with AXA IM’s diverse ESG investment solutions, will help clients invest responsibly and achieve their investment goals.

“In this challenging environment, responsible investing has become even more central to our business priorities, with climate change representing our largest area of engagement in 2020. We are seeing growing momentum for more sustainable investments globally. This is evident as AXA IM noted an increase in total FUM to AUD$500 million for the Sustainable Equity Strategy in Australia. Globally, 89% of AXA IM Core’s assets under management are now fully ESG-integrated*.

“Furthermore, AXA IM’s assets under management amounted to AUD$1.364 trillion (€858 billion) globally^[1], up by AUD$90.6 billion (€57 billion) compared to 31 December 2019, reflecting net inflows and positive market effects.”

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[1] Source: AXA Investment Managers, as of 31 December 2020

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Mr Green has more than 17 years’ experience in financial services both in Australia and the United Kingdom. His diverse background includes senior positions at MLC, Russell Investments, Nikko Asset Management AMP and Lloyds TSB.

Zurich’s National Sales Manager of Investments, Linda Stangherlin, said Mr Green’s appointment comes at an important time for Zurich.

“Zurich’s global strength means we can partner with fund managers that are among the best in their field, enabling us to offer a unique stable of funds, each with their own intelligent investment strategy. Having expertise like Bevan’s in the team positions us exceptionally well for the future,” said Ms Stangherlin.

Another recent change to the Zurich Investments team is the appointment of Maggie Mills into the role of Strategic Account Manager. Previously Zurich Investment’s Account and Territory Manager, this position lifts her focus to an expanded national remit.

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