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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