8 October 2014
Bennelong Funds Management (Bennelong) has appointed Zac Wallis to the role of National Account Manager. The new role has been created to further strengthen the sales team and reinforce Bennelong’s distribution strategy, supporting the growth in funds under management, currently at $5.8 billion.
Zac will join Bennelong on 27 October. Located in the Sydney office, he will contribute to the business development function across all channels, but in particular the national accounts and research relationships.
Bennelong’s Head of Distribution, Andrew Aitken, said Zac's extensive experience in financial services roles is particularly valuable as he has worked both as a research analyst and in distribution. “Our existing sales team has built strong relationships throughout the industry’s institutional and retail value chains. The introduction of this new role will enable us to better service our clients and expand Bennelong’s distribution footprint.”
Zac has worked at Zurich Investments for the last four years, where he was Strategic Account and Research Manager, responsible for growing Zurich’s strategic relationships with research houses and national dealer groups. Previously, Zac worked as Research Analyst & ETF Strategist with Morningstar and Accountant & Portfolio Analyst with UHY Haines Norton.