Bell AM chief investment officer Ned Bell told ifa that Bell Potter’s planners are “getting a lot of demand from their clients” for global equities.
“As a result of that, for the first time we’re starting to actively market our global equities capability through the Bell Potter network,” Mr Bell said.
The arrangement is still in its “infancy” at just two weeks, he added.
Asked whether the push into the retail distribution space would extend to major platforms, however, Mr Bell was less forthcoming.
“We haven’t quite made that commitment to take the full-on retail marketing plan at this stage,” he said.
The global equities fund has a sole recommendation from Lonsec, Mr Bell said.
“We won’t rule it out, but I think at this stage we’ve been very much focused on the institutional market,” he said.
“The expansion of the Bell Potter [relationship] is an opportunistic way of dipping our toes into retail. It’s not to say that we won’t have a fully-fledged retail plan going forward, but we’re just taking it step by step,” Mr Bell said.
