Tony Pattison will step into the role of head of high-net-worth groups, with responsibility for leading BetaShares’ activities across the private bank, family office and high-net-worth investor space. He previously oversaw the high-net-worth channel at Legg Mason (now Franklin Templeton), where he was director of sales.
“We are thrilled to have Tony leading our HNW strategy. Globally, the HNW segment has been one of the largest adopters of ETFs due to their liquidity, transparency, delivery on stated outcomes and low costs. We are seeing the same trend in Australia, and BetaShares intends to be at the forefront of this market locally,” said Peter Harper, executive director of capital markets and institutional business.
“Tony has demonstrated over many years his market-leading skills and ability to establish rewarding relationships, and we are delighted to have him represent our business in this senior role.”
Mr Pattison will be joined by two new associate directors of distribution for adviser business in BetaShares’ Melbourne office. Nathan Lui joins from BlackRock’s iShares, and Ben Rohrt joins from Vanguard. Both men will have responsibility for looking after advisers in Victoria, Tasmania and South Australia.
“I am excited to bring my knowledge and contacts in the high-net-worth investor space to BetaShares, and help them build on their already strong position in the Australian wholesale market,” Mr Pattison said.
“Astute HNW investors are always looking for cutting-edge strategies and themes to build out their portfolios and using ETFs to achieve these goals is becoming more and more appealing to this client base.”
