Rest appoints two experienced investment leaders

Rest has appointed Scott Tully as Head of Investment Option Development on a six-month contract, and also Paul Docherty as Head of Portfolio Construction and Research,

Tully previously spent 30 years with Colonial First State and its predecessor organisations, including two decades leading Colonial First State’s investment business, most recently as Executive Director of Investments.

Paul Docherty will play a key role in helping Rest to continue to enhance its investment strategy and asset allocation capabilities for member-focused multi-asset portfolios.

Docherty has joined from Spirit Super, where he was the General Manager, Strategy and Risk. He also has an extensive background in consultancy and academia in the field of financial markets, funds management and economic policy.

Andrew Lill, Rest’s Chief Investment Officer, said the appointments would further deepen the investment team’s whole of fund capability.

Allianz Retire+ announces senior appointments

Allianz Retire+ has announced three new appointments to its leadership team.

Jason Hunt joins the company as Head of Marketing, Sandrine de Bonhome has relocated from Allianz headquarters in Munich to take on the role of Chief Financial Officer and Sandra Bridgewater starts a new position as Head of Human Resources.

Allianz Australia Life Insurance CEO, Adrian Stewart said, “We are committed to delivering flexible retirement solutions to superfunds, platforms and advisers. We have assembled the right people with the right skills to realise this vision. These new appointments continue to bolster our expertise in delivering greater certainty to Australian retirees.”

UniSuper announces new appointments to its Private Markets team

UniSuper has announced the appointment of Sukhi Lekhi, as Senior Investment Analyst, and Lachlan McLeish, as Investment Analyst, reporting to Sandra Lee, UniSuper’s Head of Private Markets. Sukhi joins UniSuper from Deloitte where she held the position of Associate Director in the Mergers and Acquisitions Valuations practice.

Lachlan joins UniSuper from PwC where most recently he was a Senior Consultant in Corporate Valuation advisory. UniSuper’s Private Markets team manage a $11 billion portfolio of infrastructure and private equity investments, including UniSuper’s recent investment in PRP Diagnostic Imaging and partnership with Uniseed. These areas have been an increased investment focus for UniSuper over the past year. Sandra Lee was pleased to welcome additional talent to the team saying: “UniSuper is in the market for quality investment opportunities that deliver long term value for our members. Sukhi and Lachlan are both highly skilled investment professionals with deep experience in valuations, mergers and acquisitions. I have every confidence their expertise will enhance our capability and deliver real outcomes for our members.”


Schroders Australia appoints new Head of Marketing Australia

Schroders Australia has appointed Lucy Briggs as its new Head of Marketing, Australia. Briggs will be based in Sydney and report to Schroders Australia CEO, Sam Hallinan,  commencing 6 February 2023.  Briggs joins Schroders following eight years at Magellan Asset Management, as the Head of Marketing from 2018 onwards, and prior to that as the Senior Marketing Manager.  Before moving to Magellan, Briggs was a Senior Marketing Manager at Fidelity International’s Australian business, having joined in 2009. Hallinan said: “Lucy has strong industry and product knowledge across multiple asset classes, listed and unlisted funds, with an established track record of growing brands and leading high-performing marketing teams across the full marketing and communications spectrum.”


Spark Green, rebrands as SGY and welcomes new Growth & Partnerships Director

Spark Green, an Australian digital marketing and technology firm for financial services, has rebranded as SGY following its merge last year with Yoke, a brand and creative agency, to expand its strategic and creative capabilities.

SGY recently welcomed Salvador Saiz to its leadership team, as Growth & Partnerships Director. Saiz previously worked in senior distribution, research and consulting roles at Rice Warner, Midwinter and SuperRatings and brings a wealth of experience, networks and expertise across superannuation and investments, specialising in retirement, engagement, and advice.

Sharon Nelson, SGY Managing Director, said: “Salvador’s industry knowledge and relationships across the financial services industry will be invaluable as we grow our range of solutions and broaden our footprint in the industry.”

Nelson also said: “We’re incredibly excited to launch SGY and to build on Spark Green’s history of innovative engagement tools and digital solutions for super funds and the broader financial services industry.”