Boutique fund manager Perennial Value Management has announced the appointment of two new senior positions as it boosts its service offering for advisers and dealer groups.
David Redford-Bell will commence as senior investment specialist based in Queensland and Marjon Crandall joins as head of researcher and consultant relationships, Perennial said in a statement.
Both Mr Redford-Bell and Ms Crandall will work across three of Perennial’s specialist investment boutiques – Perennial, Daintree and Fairlight.
Mr Redford-Bell’s role will be pivotal in meeting the wealth creation needs of retail clients in Queensland, with a focus on the distribution of its investment solutions through intermediary relationships including independent financial advisers, dealer groups and platforms.
He joins Perennial with over 17 years’ experience in financial services, having previously worked in senior distribution and business development roles at QIC, UBS and Blackrock.
Perennial head of retail distribution Cesar Farfan said Mr Redford-Bell’s appointment is a welcome addition to strengthen its relationships with high-quality advice and wealth management firms in Queensland.
“Perennial is highly committed to the Queensland market. Having an experienced sector professional on the ground will enable us to better service the financial planning fraternity in the region,” Mr Farfan said.
Meanwhile, Ms Crandall will be based in Perennial’s Sydney office and will work closely with the investment teams.
She brings over 17 years’ experience as a senior research analyst to her new role, having previously spent nine years at Perpetual Investments as the research relationship manager.
“I look forward to Marjon joining the team at Perennial, her extensive experience will complement the strengthening of our relationships with research houses and asset consultants,” Mr Farfan said.
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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