Promina-owned financial services group Asteron will review its list of approved platforms, following the recent appointment of David Carter to the position of head of dealerships.
Carter, who joins Asteron from ANZ Financial Planning, has also been given a brief to grow Asteron’s Guardian and Cameron Walshe dealer groups, and build a range of new dealer offerings, according to Brett Himbury, Asteron’s chief operating officer, corporate and distribution. “Our plan is to develop a first class total platform solution that differentiates us as a dealer. We currently have 11 platforms on our recommended list and that provides a lot of choice, but it’s not necessarily terrific for the client or the adviser,” he said. “We’re looking at what terrific might look like.” Carter will start work at Asteron next month, reporting to Himbury. “With David’s leadership, we are in an excellent position to continue growing and make a sustained and strategic contribution to Asteron’s success,” Himbury said.
The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach to investment management, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraOctober 8, 2024
