tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Wednesday, July 15th, 6:05PM

People

rss
People

Consilium hires adviser support rep

Financial services specialist Consilium has made two new appointments.  

Wednesday, May 31st 2017, 9:33PM

It has hired Nicole Stewart as a client support representative, with a focus on helping independent financial advisers and their administrators on the Consilium Platform.

CFA level one candidate Lydia Luo has also been appointed to an analytical role.

“Consilium’s model portfolios seek to outperform relevant benchmark indices by consistently allocating to parts of the market where higher long term expected returns can be found. Investments are selected based on an asset class investment philosophy, supported by considerable academic research. We adhere to a strategic asset allocation process which is incredibly detailed, and having Lydia join the team demonstrates our commitment to continue building better portfolio solutions for our client base. While 2016 was a stellar year for our model portfolios, it is equally important that we design portfolios robust enough to withstand a wide range of market conditions”, Consilium chief investment officer Damon O’Brien said.

Scott Alman said the company had a focus on appointing the right people to assist with the growth of its client base and commitment to investing in its services.

"We are excited to have found people who fit with our purpose and values, and these appointments will only enhance Consilium’s ability to support the quality, reputation and reach of financial advisers."

Consilium works with 70 advice firms around the country, managing more than $1.8 billion.

Tags: Consilium

« New face at Southern CrossTotara Wealth Management takes shape »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Thursday, July 30th 2020
ICNZ - The COVID Effect: What the New Financial Landscape Looks Like
Nationwide

Tuesday, August 4th 2020
Core Strand
Auckland

Thursday, August 6th 2020
Waikato Advisers Coffee Morning
Waikato

Wednesday, August 12th 2020
OCR & MPS Media conference & live-stream
Nationwide

Tuesday, August 25th 2020
Residential Property Lending Workshop
Auckland

Wednesday, August 26th 2020
Residential Property Lending Workshop
Auckland

Thursday, August 27th 2020
ICNZ -The Empowered Consumer
Nationwide

Friday, September 4th 2020
Core Strand
Auckland

Wednesday, September 23rd 2020
Official Cash Rate announcement
Nationwide

Monday, September 28th 2020
Residential Property Lending Workshop
Auckland

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com