Mid-year update: Moves Snapshot and Analysis
In the first six months of 2015, there have been over 550 additions to the Industry Moves online database, with a 26% increase in reported appointments compared to the same time last year. Of the 340 reported executive and board appointments, 21% were awarded internally and 25% were awarded to females. This info and more is included in the Industry Moves mid-year roundup report, designed to keep you up to date with the people on the move. Delivered in both excel and PDF, you can order your copy for purchase here.
Snapshot Jan - June 2015
563...............Reported Moves
340...............Appointments (89 female/179 male)
223...............Departures (44 female/179 male)
419...............Number of people
215...............Organisations involved
February....Month of most appointments
April.............Month of most departures
With historical information dating back to July 2012, the Industry Moves online database now includes more than 2,700 executive and board appointments and departures relating to 1,725 people moving between 510 organisations.
You can search for a complete list of any appointments and/or departures in a given month using the dropdown boxes on the Moves page.
For example, select July 2015 and Appointments only to see the list of 30 appointments reported so far this month. Click here to view!
Getting to know the people behind the moves in June 2015
Paul Khoury has been appointed head of State Street Global Services for Australia and New Zealand, responsible for the Global Services business and operations. Paul tells Industry Moves that his biggest goals in the new role are to "onboard our most recent new business win flawlessly, and selectively win new mandates". He also tells us about his first job, in Sydney's hilly East, where a combination of speed and ingenuity made for an exhilarating ride. Read Q&A
Legg Mason has announced the appointment of Rosa Huddy as director of sales, based in Melbourne. Rosa tells Industry Moves how her previous roles and financial planning background have provided her with the knowledge and experience to help grow Legg Mason's business. She also shares the keys to success and happiness, passed down from her father; how she learnt to think outside the box; and her secret skill that alleviates stress and makes her a very popular family member. Read Q&A
Boutique Australian equities manager, Prime Value Asset Management, has announced the appointment of David Glascott as its head of retail distribution. David says he's looking forward to introducing planners to one of the industry's "best kept secrets". He also shares with Industry Moves his love of reading, and the ways in which head of NAB, John McClusky and former Australian rules footballer and four-time premiership coach, David Parkin have influenced his approach to life and work. Read Q&A
Financial adviser David Simon has set up his own private wealth firm, Integral Private Wealth. The firm has an independent focus though is licensed through Securitor, which David tells Industry Moves will ensure his customers are serviced in "the best way". We ask David what his biggest goals are for the first 12 months of business, the best advice he's ever received, and why his former boss is the man he most admires. Read Q&A
Grant Samuel Funds Management (GSFM) has appointed Vivienne Lee to the newly created role of senior manager - institutional business. Vivienne tells Industry Moves about the new role and what makes GSFM products unique. Plus she names the people she most admires, and why; and shares a story of being introduced to the theory of abundance and how it changed her view of life. Read Q&A
Edward Smith has commenced his new role as chief investment officer of legalsuper, the $2.7billion industry fund for Australia's legal community. Edward tells Industry Moves that he's got a lot of ideas, big and small, and is "keen to get cracking". He also shares his goals for the first 12 months, and the value he places on curiosity when investing - a lesson learnt from the person he most admires in business. Read Q&A
Q&A with Michael Baldwin, Head of Corporate Affairs, First State Super
Michael Baldwin, former long-term FEAL CEO, has returned to the super industry after an 18 month stint as assistant director at the National Gallery of Australia. In a Q&A brimming with respect and gratitude, Michael tells Industry Moves what prompted his decision to leave Canberra for his new role as head of corporate affairs at First State Super. And about his 'awesome' first job dressing the legends of Hollywood. Read Q&A
Jenni Mack has joined the board of Sunsuper as the fund's first independent director. With more than two decades of board experience, including her previous role as chair of Australia's biggest consumer advocacy group Choice, Jenni tells Industry Moves that strategy is what excites her and that she is looking forward to being part of Sunsuper's "ambitious, high performing team". She also shares her view on board quotas, some great advice for future directors, and her first job out of high school in the tropical waters of FNQ. Read Q&A
Omega Global Investors (Omega) has appointed 30-year industry veteran Scott Lawrence as its head of investment solutions. Scott was previously managing director of Parametric Portfolio Associates and principal of his own investment consulting firm. He tells Industry Moves about his goals for the new role, and how running legend Robert de Castella has influenced his work/life choices. Read Q&A
After a decade at J.P. Morgan, Alistair Drummond this week re-joins Contango, the company he co-founded and worked at for many years. We speak with the 'investment manager who became a stockbroker who became an investment manager again' to find out what drew him back. And we discover a secret skill that he almost forgot he had. Read Q&A
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