George Katopis

Schroders has appointed George Katopis as business development manager, effective from 21 October 2024.

Mr Katopis will be based in Melbourne, covering the wider Victorian, South Australian and Tasmanian regions and will report to the head of intermediary, Jude Fernandez.

Mr Katopis joins from Perennial Partners where he was a Regional Manager – Southern States, a position he held for two years. He previously worked as a senior investment specialist for six years.

Prior to this, Mr Katopis was a business development manager at BT Financial Group and has served in similar roles at the Commonwealth Bank including CommSec Adviser Services, Core Equity Services and Colonial Geared Investments.

Mr Fernandez says that Mr Katopis’ extensive experience will be an asset to the wider Schroders team as it broadens its footprint in the intermediary market.

“George has almost two decades’ experience in business development roles across the financial services industry. We look forward to welcoming him to the team and I am confident his wide-ranging knowledge and skills will have an immediate impact, for both the business and the adviser clients we serve.” Mr Fernandez said.

“With strong relationships and a proven track record in managing and maintaining intermediary relationships, investment and distribution strategy, fund management and private wealth management, George is a great fit for this role.

“We look forward to George making a positive and immediate impact to our advisory clients.”

Mr Katopis has a Bachelor of Business, sales and marketing from Victoria University, and a Professional Diploma in Stockbroking.

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Mr Fernandez has over 20 years’ experience in product distribution, and was most recently distribution manager for Copia Investment Partners – a position he held for five years. Prior to that he spent four years as national sales manager at Paradice Investment Management.

Notably, Mr Fernandez has a strong history with Schroders, having worked with the company for almost ten years from 2005 to 2015, during which he made significant contributions and earned high regard from colleagues and clients. He has also worked for State Street and CBA.

Schroders Australia CEO and CIO, Simon Doyle, said Mr Fernandez brings a wealth of experience to the role.

“Jude is a well-respected, passionate, and collaborative sales leader, who has established strong connections with our wealth clients across various levels and geographies. I am confident that he will make an immediate and valuable contribution to the firm.

“He has a proven track record gained, not only during his time at Schroders, but also over the past nine years which have been spent in distribution roles.

“His background and experience round out the skill set of the distribution team. He is an excellent fit with the business.

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