Centrepoint Alliance, an Australian network of non-institutional financial advisers, has extended its service offer to advisers and clients through a new Chief Investment Officer function.
The former Citigroup executive, Toby Lewis, has joined Centrepoint in the role of Chief Investment Officer (CIO). Working with Centrepoint’s adviser community, Lewis will assist firms design and implement client centric investment philosophies and proposition.
His appointment will build on Centrepoint’s existing research capabilities and partnerships with fund managers. The firm said the decision to recruit its own CIO was in response to increasing demand from advice firms for professional investment advice and more consulting services.
«Centrepoint is committed to supporting our clients’ needs first and foremost. With guidance and support from our community of financial advisers and licensees, we are building our capabilities in the areas advisers have told us they need support,» said John de Zwart, (pictured) Managing Director of Centrepoint Alliance.
