Findex Group today announced the appointment of two senior industry figures to its internal investment committee, which mandates the Group’s approved investment products. Former long-time MLC Chief Investment Officer and now financial Adviser Chris Condon, and Emmanuel Calligeris, long-time former Chief Investment Officer of Optimix, will take up the positions immediately.
These two appointments follow the recent announcement of former UBS and UBS O’Connor identity Dr Stefano Cavaglia as Head of Investment Research at the Findex Group. They complement the Group’s ongoing program to internalise more investment related processes following the $200m acquisition of the Crowe Horwath accountancy and financial services business in Australia and New Zealand. The extract below is taken from Financial Standard.
Former MLC and Optimix chief investment officers have joined one of Australia's largest financial services and accounting groups.
Joining Findex Group's investment committee to mandate the company's approved investment products are Chris Condon and Emmanuel Calligeris.
Findex Group chief executive Spiro Paule said both bring great wisdom and experience to the critical role.
"All Findex Group businesses only recommend products that have been researched and approved by our independent investment committee. Findex does not manufacture investment products and does not receive commissions from the manufacturers of the investment products its advisors recommend," Paule said.
The appointment of the industry identities to the Findex Group investment committee follows a $200 million acquisition of the Crowe Horwath accountancy and financial services business in Australia and New Zealand.
Condon is currently principal of Chris Condon Financial Services, a consultancy that advises institutional investors on the development and management of their investment program.
Calligeris brings a depth of knowledge across all major classes of investment products and detailed knowledge of superannuation, risk management and compliance issues. He also has a successful history in the development of new investment products.
The two appointments follow the recent announcement of former UBS and UBS O'Connor executive Dr Stefano Cavaglia as head of investment research at Findex Group.
Findex Group businesses have more than $15 billion under management.
View the published article online here.