Non-aligned financial services provider Findex Group has appointed a former OECD economist to head up its investment research.
Stefano Cavaglia has been appointed to the role and will be responsible for providing investment research across all of its Findex brands, including ifa Excellence Awards Dealer Group of the Year Financial Index Wealth Accountants and recently acquired Centric Wealth.
“Apart from managing research across all our companies, Stefano will be responsible for integrating research and presenting a Findex house view on corporate governance and compliance,” Findex chief executive Spiro Paule said.
“These areas become very significant in a post-GFC world and he will follow through integrating this across all our platforms, SOAs, MDAs and brokerage services.
“This appointment further strengthens our footprint as innovators and thought leaders in the financial services and accounting field,” Mr Paule said.
Prior to his appointment Dr Cavaglia worked for Philo Capital as a portfolio manager and for MLC Investment Management as the portfolio manager for alternative investments.
Dr Cavaglia has also worked as an economist at the Organisation for Economic Cooperation and Development, based in Paris.
“[Also Dr Cavaglia] is best known for his path-breaking work on the importance of industry factors that supported the restructuring of UBS Asset Management’s global equity investment process ($400 billion) which he led,” a statement from Findex said.
“He subsequently founded and managed the UBS O’Connor quantitative long/short global equity product, out of Chicago,” the statement said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 16 Nov 2018Government sets $51m to pursue misconductBy Eliot Hastie
- 16 Nov 2018The financial advisers most people don’t read aboutBy James Mitchell
- 16 Nov 2018Clients expect advisers to understand their situationBy Eliot Hastie
- 16 Nov 2018Retirees hit hardest by franking credit changes, says FSCBy Sarah Simpkins
- 16 Nov 2018Trust in advice more important than everBy Stephanie Aikins
- 15 Nov 2018We’ll lose advisers through FASEA but it’s necessaryBy Adrian Flores
- view all