Neil Rogan

Russell Investments, a leading global investment firm, has been appointed by Atrium Investment Management to develop customised investment solutions to better serve Atrium’s clients, including leading retail advice network Fitzpatricks.

Sydney-based Atrium has engaged Russell Investments to develop new investment strategies, including designing and actively managing a factor-based Australian equities capability and a customised global listed infrastructure portfolio.  The partnership gives Atrium access to Russell Investments’ much larger universe of investment opportunities and strategies that would otherwise be out of reach.

Russell Investments’ extensive expertise in portfolio construction and manager research will further support Atrium in managing endowment-style portfolios and tailored managed accounts. Russell Investments will also support a range of key services, including asset allocation (strategic and dynamic), manager selection and monitoring, trading, liquidity management, and stress testing.

Atrium was established in 2009 by Fitzpatricks Advice Partners, a leading retail advice network, to provide clients with risk-targeted multi-asset funds and managed portfolios. Atrium has more than $2 billion in funds under management for advisers, high net worth individuals and not-for-profit organisations.

Atrium wanted to re-shape its business for four reasons:

• to improve client outcomes across its range of portfolios
• to lower costs for clients through scale
• to access a larger research capability across all asset classes and underlying managers
• to increase speed between portfolio decision making and execution.

“Russell’s global capabilities and institutional-grade solutions meant it was well-placed to best serve the needs of Atrium’s clients across its endowment-type portfolios and managed accounts,” said Neil Rogan, Russell Investments’ Managing Director, Head of Distribution in Australia and New Zealand.

“Our strong approach to risk management, portfolio implementation and capital market forecasting also set us apart during the due diligence process.”

Tony Edwards, Chief Investment Officer at Atrium, agrees. “This is an exciting time as we embark on a valuable and enduring partnership with Russell Investments,” he said. “Their expertise strengthens our ability to provide high-quality portfolio management and investment opportunities for our investors, and do so at greater speed.”

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The new position extends Atrium’s capability in private markets that has long played a role in enabling Atrium’s multi-asset portfolios to achieve the consistent, Risk Targeted outcomes they are known for.  

In this newly created role Will will work alongside Atrium Chief Investment Officer, Tony Edwards, in the management and growth of Atrium’s private markets portfolio. His main responsibilities will include strengthening the investment, governance and operational frameworks around Atrium’s private market assets which includes investments across property, debt financing and agriculture. 

Will brings a diverse set of skills to Atrium, spanning direct investment, external manager due diligence, technology and distribution. This unique skillset puts Will in a strong position to add to the team’s existing capability to identify risk and opportunity in private markets, diversify deal flow, drive operational efficiencies and enhance Atrium’s product offering. 

Commenting on the announcement, Atrium Chief Investment Officer, Tony Edwards said: “Will is a skilled and highly complementary addition to our Investment team. His analytical skills and investment experience combined with his financial expertise and business acumen will be a great asset to the team to identify outstanding private markets investments and continue to drive our offering.   

“Being able to leverage Will’s background within the Atrium investment process we expect brings a different to perspective to our existing capability and will be highly valuable in broadening our thinking. I’m delighted to welcome Will to the team as we continue to invest in and expand our capability” said Tony.  

Commenting on his appointment, Will Morgan said: “I am excited to join a high performing team at such an important time in the evolution of the Atrium business. I’m greatly looking forward to working with the team to drive growth across private market investment.” 

Will holds a Bachelor of Commerce (B.Com) from the University Queensland.  He will be based in Atrium’s Brisbane office. 

Will’s appointment follows two further recent additions to the Atrium team. James White has recently joined as an Investment Specialist and Serena Sefton has taken on the Head of Legal role. James has over 20 years’ experience as a portfolio manager, investment strategist and economist, and was Chief Investment Officer for Hong Kong based Eminence Asset Management before joining Atrium. Serena has over 20 years’ experience within financial services, including senior legal and compliance positions with TCorp and Colonial First State. 

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