Franklin Templeton Investments Australia has announced a new operating structure for its local distribution team reporting into Head of Distribution, Jim McKay, who was appointed to this role in August 2016.
Franklin Templeton has made three appointments following the formation of dedicated groups to specifically focus on and service the Institutional, Financial Institutions and Family Office/IFA client segments:
· Charles Levinge will lead Franklin Templeton’s Institutional segment including the servicing of corporate and public superannuation funds, insurers and governments. Levinge has a long track record of building and fostering relationships with the firm’s Australian institutional client base. He has been with the firm for nine years.
· Louise Thompson, previously responsible for Franklin Templeton’s retail business in the Northern region has taken on an expanded role and will lead the firm’s Financial Institutions segment, with a particular focus on servicing the major banks and funds management companies. She has been with Franklin Templeton for 11 years.
· Stuart Devlin, previously responsible for Franklin Templeton’s retail business in the Southern region, will lead the IFA and Family Office segment. He joined the firm more than four years ago.
In addition to these appointments, Jenine Hayman, previously a Business Development Manager for the firm’s retail team, will assume responsibility for managing Franklin Templeton’s relationships with the retail research groups reporting into Thompson.
Maria Wilton, Managing Director, Franklin Templeton Australia, said: “These appointments reflect the continuing evolution of the local market as well as our own business, and importantly our ongoing focus on our ability to service the key market segments we operate in.”
“We are delighted to be in a position to leverage existing talent from within our business to continue to best meet the demands of our clients,” Ms. Wilton added.
Franklin Templeton Australia manages over A$20 billion on behalf of Australian clients as well as A$8 billion for Asian and Middle Eastern clients.
