Nick Baring

PAN-Tribal Asset Management today announced that experienced sales professional Nick Baring has joined its Key Accounts Team.

PAN-Tribal Asset Management is pleased to announce the further expansion of its team with the appointment of Nick Baring to the role of Key Account Manager. Nick will join David Myers in servicing dealer groups and financial advisers across Victoria.

“I’ve been delighted by the positive response from dealer groups, platforms and advisers to the PAN-Tribal Global Equity Fund; Nick’s appointment will help us continue to build the business and grow funds under management,” said PAN-Tribal CEO Colin Woods.

“Nick’s extensive experience and expertise across asset classes, investment strategy and portfolio construction will be an asset to both PAN-Tribal and our clients.”

Nick’s appointment follows a successful year in which the PAN-Tribal Global Equity Fund passed the $100 million milestone, was a finalist in the Money Management/Lonsec 2017 Fund Manager of the Year awards in the broad cap global equities category and continued to be added to key platforms and dealer group approved product lists.

Nick has over 15 years’ business development and account management experience in the financial services industry, with firms including NAB Asset Management, MLC, and the Commonwealth Bank / Colonial First State Group.

Nick holds an Advanced Diploma in Business (Accounting Major) and a Diploma in Financial Markets.

“Nick’s extensive experience with financial advisers and dealer groups have instilled in him an excellent understanding of adviser needs, coupled with a strong client service ethic,” said Woods.

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Pan-Tribal Asset Management is pleased to announce the further expansion of its team with the appointment of Mark Aufderheide to the role of Key Account Manager – NSW. This is the second Sydney-based appointment in the past two months.

Mark will join David Myers (VIC), Matthew Mantle (QLD) and Ken Jiang (NSW) in leading the distribution effort of the Pan-Tribal Global Equity Fund. The Fund, which was launched in November 2014, is managed by New York-based Davis Advisors.

“It pleases me that a professional of Mark’s calibre is keen to join a relatively new business,” said Pan-Tribal CEO Colin Woods.

“Mark’s extensive experience with financial advisers and dealer groups, working with them to maximise revenue and profit, will be an asset to both Pan-Tribal and our clients.”

Mark’s appointment comes during an exciting growth phase, with the Pan-Tribal Global Equity Fund already available via seven key platforms; AMP North, Asgard, BT Wrap, First Wrap, Hub24, Macquarie Wrap, and netwealth.

Mark has more than 25 years’ industry experience, having held senior distribution roles at BT Financial Group, Asgard and Sealcorp. Mark holds the CFP designation and has also completed a Diploma in Financial Markets and Diploma in Marketing.

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Ken Jiang

Pan-Tribal Asset Management is pleased to announce the expansion of its Key Account Team with the appointment of Ken Jiang to the role of Key Account Manager – NSW. This is one of two key Sydney-based appointments, the second of which will be announced in the coming weeks.

Ken will join David Myers (VIC) and Matthew Mantle (QLD) in leading the distribution effort of the Pan-Tribal Global Equity Fund. The Fund, which was launched in November 2014, is managed by New York-based Davis Advisors.

“These appointments come during a very exciting growth phase, with the Pan-Tribal Global Equity Fund already available via seven key platforms; AMP North, Asgard, BT Wrap, First Wrap, Hub24, Macquarie Wrap, and netwealth,” said Pan-Tribal CEO Colin Woods.

“Ken possesses a well-rounded skill set and has sound analytical and modelling expertise. This coupled with his experience at BT and Centric Wealth will make him a valuable asset to the team.”

Ken has five years’ industry experience, primarily as an analyst. His previous experience includes Senior Analyst with the NSW Government Property division, Investment Analyst with the Managed Funds Research Team at BT Financial Group and Analyst with Centric Wealth.

Ken has completed Level 1 CFA, holds an MBA (Distinction – Professional Accounting), as well as a double degree, Bachelor of Commerce and Bachelor of Science (Finance, Marketing and Psychology).

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David Myers and Matthew Mantle have been appointed Key Account Managers in Victoria and Queensland respectively.

David Myers joins Pan-Tribal Asset Management (Pan-Tribal) from Equity Trustees, where he was the National Head of Distribution. He has 22 years’ experience in the financial services industry, and has worked for several of Australia’s largest financial services companies, including AXA and AMP.

“David has a strong understanding of the financial planning  industry; his knowledge of investments, superannuation, SMSFs and financial planning, coupled with his strong client focus, make him an ideal addition to the Pan-Tribal team,” said Woods.

Matthew Mantle joins the Pan-Tribal team having spent the past 14 years in the financial services industry, most recently as an Investment Specialist within the Business Development Team at Colonial First State.

“Matthews’ passion, knowledge of investments and portfolio construction have resulted in him being widely acknowledge by his clients as someone who ‘truly adds value’,” said Woods.

As Key Account Managers, David and Matthew will be responsible creating awareness and generating support for the recently launched Pan-Tribal Global Equity Fund, by interacting with a range of industry stakeholders. These include researchers, financial advisers, dealer groups and platforms. The Pan-Tribal Global Equity Fund was launched in November 2014 and is managed by Davis Advisors in New York.

“I am pleased to have been able to recruit two high calibre individuals; from such respected and established organisations. It is also pleasing that Pan-Tribal proved such a compelling opportunity to such experienced and highly regarded financial services professionals…..now for Sydney!” said Woods.

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Equity trustees launches new global equities fund.

With growing interest in global equities from Australian investors, the Equity Trustees Dundas Global Equity Fund is now available for investment on the BT Wrap and Asgard platforms.

The fund, which takes a long-only position in 60 to 70 companies with a minimum market cap of US$1 billion, is managed by Edinburgh-based Dundas Global Investors and distributed in Australia by Equity Trustees Limited.

David Myers, national sales manager at Equity Trustees Funds Distribution, said over the past 12 months there has been a clear increase in the level of interest in global equities, from both financial advisers and their clients.

“As a result, we have arranged with BT Wrap and Asgard to open the Equity Trustees Dundas Global Equities Fund to retail investors to meet this growing demand.

“Advisers we have spoken with have told us they are seeking to position their clients’ portfolios to benefit from growth in markets such as the US and China, as well as ensuring they are not over-exposed to Australian equities in the current economic environment.

“With many investors still focused on income, the Equity Trustees Dundas Global Equity Fund can help create a stable, regular return for investors thanks to its focus on sustainable long-term dividend and book value growth.

“This approach is particularly attractive to investors who want exposure to global equities without taking on a high level of risk,” Mr Myers said.

Mr Alan McFarlane, senior partner and founder at Dundas Global Investors, said that investors in international equities will need to pick and choose carefully in 2014.

“We saw a strong rally in 2013 in developed market equities.

“As a result, equity markets are at valuation levels susceptible to a correction, and investors should ensure they are invested in companies with a strong and sustainable return on equity as well as cash generation and internal re-investments, in order to achieve future dividend and book value growth.

“Although inflation appears to offer little threat to markets, global equities would probably have a nasty reaction to further US rate rises, and this makes it even more important that any investments in global equities are made on the basis of fundamentals, rather than expectations of across-the-board market growth,” Mr McFarlane said.

As well as opening on the BT Wrap and Asgard platforms, the Equity Trustees Dundas Global Equity Fund has recently received a ‘Recommended’ rating from Lonsec*. It has an ‘A’ rating from van Eyk and an ‘Approved’ rating from Zenith**.

Dundas Global Investors was established in Edinburgh in August 2010. Dundas is an independent partnership with their own assets invested alongside clients. Dundas offer a single strategy to investors; global equities to achieve real capital and dividend growth. Dundas has seen significant growth last year, with the strategy receiving another mandate, for $240 million, from a large Australian superannuation fund in December last year, taking total funds under management to over $500 million.

The fund aims to exceed the MSCI All Country World Index (excluding Australia) by 2.5% p.a. over rolling five year periods after fees.

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