In this role, Banasiak will be a key member of the firm’s Australia Intermediary team to identify suitable investment solutions to meet financial adviser needs. She will report to Jonathon Ross, Head of Intermediaries for Australia and New Zealand.

Banasiak has joined T. Rowe Price Australia from superannuation and investment solutions platform Netwealth, where since 2018 she has worked as a Training and Relationship Manager and then Business Development Manager covering NSW and ACT. Prior to this, she also held various roles with BT Financial Group.

Ross welcomed Camilla to the Australian Distribution team, saying she has an established record in business development and a sophisticated understanding of Australia’s retail investment market.

“T. Rowe Price has experienced steady growth in Australia and New Zealand in recent years, driven by increasing client demand for our expanded capabilities across global equities and fixed income.

“Providing comprehensive training on diverse investment strategies is a key pillar in how we support our financial adviser partners and investors. With Camilla’s extensive experience in training and client engagement, we are confident she will contribute significantly to the firm’s ongoing growth by developing a strong partnership with the financial adviser community,” Ross said.

———-

Notes:
[1] Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Preliminary data. Subject to adjustment. As of April 30, 2024.

The post T. Rowe Price strengthens financial adviser relationship management with new hire appeared first on AdviserVoice.

Jacquie Arnott

Global asset management firm T. Rowe Price has announced the appointment of Jacquie Arnott to lead its Wholesale and Family Office Distribution for Australia and New Zealand, effective February 22. The appointment underscores T. Rowe Price’s long-term focus on providing its diversified client base with an expanding range of investment strategies.

Arnott has over 12 years of experience at global financial institutions in a range of relationship management roles looking after ultra- and high-net-worth, research and intermediary clients. Prior to joining T. Rowe Price in February 2015, she worked for Julius Baer Private Bank and Merrill Lynch Wealth Management in London and Los Angeles.

In her new role, Arnott is responsible for leading the firm’s continued growth in the wholesale and family office distribution channels, including the private banks. She continues to report to Jonathon Ross, Head of Intermediary Australia and New Zealand and remains based in Sydney.

Ross commented, “Greater demand is being seen by this segment for more selective exposure and risk management amidst these times of accelerated change and unprecedented volatility. Our key focus is to ensure wholesale and family office clients have access to T. Rowe Price’s global investment expertise across our equity, fixed income and multi-asset capabilities that align with their long-term objectives.”

He added, “Jacquie has demonstrated strong experience in the wholesale and family office distribution channel and is an ideal candidate to lead this important growth area for the firm. Her extensive knowledge and experience in this important client segment make her an ideal candidate to deepen our existing relationships and drive new partnerships.”

T. Rowe Price currently offers six Australian Unit Trusts to wholesale investors in Australia and New Zealand, providing access to the firm’s global equities, Australian equities and global fixed income strategies. The firm also offers its global range of investment strategies to institutional clients across a range of vehicles.

The post T. Rowe Price promotes relationship manager to lead wholesale and family office distribution for Australia and New Zealand appeared first on AdviserVoice.

Jonathon Ross

Global investment firm T. Rowe Price has appointed Sydney-based Jonathon Ross as Head of Intermediary Australia and New Zealand to lead the firm’s continued growth in the intermediary channel.

Ross joined T. Rowe Price in 2015 as Relationship Manager and has been acting Head of Intermediary since May 2020. He officially took over his current remit on September 1 from Darren Hall, who was promoted as Head of Distribution for Australia and New Zealand on August 28.

In his new role, Ross is responsible for the financial intermediary distribution businesses in Australia and New Zealand and continues to report to Hall. Prior to T. Rowe Price, he held business development positions at NAB Asset Management and MLC, achieving the ‘Investment BDM of the Year’ award, and the ‘Most Consistent’ award twice.

“Jonathon’s extensive experience, enthusiasm and high energy approach are the perfect qualities to lead the team through the next stage of growth,” said Hall. “He has been an integral part of T. Rowe Prices’s growth and success in the intermediary channel, leading some of our largest client relationships and driving new initiatives for future growth.”

“Advisers are an incredibly important segment to our business and there is ample evidence that people who seek financial advice have better financial outcomes,” said Ross. “It’s a privilege to lead the firm’s well-respected and highly capable team to support the adviser community, especially amidst these times of accelerated change where fund managers and advisers alike have had to adapt to stay engaged. Our key focus is to continue to provide relevant support and a high level of service to the adviser community.”

Since Ross joined the firm in 2015, T. Rowe Price has grown the number of Australia-based adviser-facing associates from two to eight1. Under his leadership, the team will continue to diversify the business, while delivering world-class service and investment solutions to clients.

T. Rowe Price currently offers five Australian Unit Trust funds to retail and advisor-directed investors in Australia, in addition to its global range of investment strategies offered to institutional clients in Australia and New Zealand. The T. Rowe Price Australian Equity SMA and the T. Rowe Price Australian Equity Fund were both rated “Highly Recommended” by investment management research house Lonsec in 2020^[2] .

The post T. Rowe Price promotes Relationship Manager to Head of Intermediary Australia and New Zealand appeared first on AdviserVoice.