Grant Samuel Funds Management invests in institutional business with senior appointment

AUI: Death, taxes and increasing education costs: nothing is more certain
June 1, 2015
Australian Unity expands team with BDM appointments
June 10, 2015

Grant Samuel Funds Management (GSFM) has appointed Ms Vivienne Lee to the newly created role of senior manager – institutional business. Ms Lee will be based in Sydney and will have a national focus.

Reporting to Mr Andrew McKinnon, chief executive officer, and Mr Damien McIntyre, head of distribution, Ms Lee’s appointment reflects GSFM’s intention to further invest in its institutional business, reflecting its commitment to its fund manager partners.

Ms Lee will focus on marketing the investment strategies of GSFM’s four local and international fund manager partners – Epoch Investment Partners (global equities), Payden & Rygel Investment Management (global fixed income), Tribeca Investment Partners (Australian equities) and Triple 3 Partners (managed volatility), to institutional investors.

“Among our four partners, we have funds under management of $5.7 billion, made up of $3.85 billion from institutional clients and $1.85 billion from retail clients,” Mr McKinnon says.

“With two thirds of our funds under management coming from institutional clients, it is imperative that the level of commitment given to our partners continues to be consistent with our business development goals.

“Vivienne’s appointment will help ensure we are constantly in front of, and servicing, clients and prospects at the institutional level, be it with industry superannuation funds, government institutions or corporate superannuation funds, as well as the asset consultants who advise them,” Mr McKinnon says.

Ms Lee has over 20 years experience in the financial services industry, and has held senior positions for Perennial Investment Partners and has also worked for BT Funds Management, State Street Australia and Westpac Financial Services.

Mr McIntyre says Ms Lee’s skillset aligns with GSFM, and her established relationships with industry leaders across Australia are a testament to her prior success in the industry.

“Vivienne is a very experienced business development manager with established relationships across the spectrum, having achieved a solid grounding in custody and institutional funds management over the past two decades,” Mr McIntyre says.

“Vivienne has experience in working across a number of different asset classes for some of Australia’s top fund managers,” Mr McIntyre says.

Ms Lee holds a MBA and a Management Development Certificate from the Mt Eliza Business School – University of Melbourne and is PS146 qualified.

She is also a board member for the investment committee of the Uniting Church in Australia.


For more information please contact:

Andrew McKinnon
Phone: 02 9324 4351

Damien McIntyre
Phone: 03 9949 8852