Chris King

Company Overview: a global asset management firm with more than USD$685 bn assets under management. https://www.columbiathreadneedle.com/en/

• Reporting directly into the CEO of CTI APAC, responsible for the launch and implementation of Columbia Threadneedle’s (Australian) Wholesale business and strategy to the local market
• Day to day management of the Australian Wholesale business including planning and executing relevant distribution, product and marketing strategies
• A global asset management firm with more than USD$685 bn assets under management

Achievements

Successfully launched 3 new Australian domiciled unit trusts, raising $2.5m in annual ongoing revenues into the following funds:

o CT Global Corp Bond Fund $150m flow with Mercer via their implemented consulting business

o CT Global SDG Engagement Fund within Asset Consultants, HNW and Family office market including $80m into UBS Private

o Seligman Tec Spectrum Long/Short hedge fund including $30m into Morgan Stanley

Company Overview: is a specialist Australian commercial real estate lender and private credit fund manager with over $3bn in FU. https://www.pallascapital.com.au/

• Responsible for the management of the Wholesale team and implementation of business strategy raising $200 PFT Feeder within a 6-month period
• Reporting directly to the board, direct ownership of a number of key client relationships along the wholesale value chain
• Is a specialist Australian commercial real estate lender and private credit fund manager with over $3bn in FUM

Company Overview: (Formerly Colonial First State Global Asset Management) A global asset management firm with more than USD$171b (AUD$218b) assets under management. https://www.firstsentierinvestors.com.au/

• Responsible for the management FSI Wholesale team of 16 people
• Developed strategic business plans to maintain and grow FSI wholesale footprint resulting in $36bn FUM and $150m+ revenue per annum
• Successfully implemented a new wholesale distribution strategy and approach at FSI having moved from a large vertically integrated model into a standalone asset management capability
• Direct ownership of a number of key account relationships across Private Banks, vertically integrated Dealers Groups, Asset Consultants and HNW IFAs
• Appointed Responsible Manager for CFSAMA AFSL
• (Formerly Colonial First State Global Asset Management) A global asset management firm with more than USD$171b (AUD$218b) assets under management
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Key Achievements:

o Responsible for 2021 calendar ytd $6bn GROSS FLOWS and $800m net flows

o Turnaround FSI AEQ resulting in first positive net flow in 12 years.

o Stewart Investors - $400m+ net flow per annum and FUM in excess of $1bn

o Won and seeded 3 Institutional IMA – Global Credit, AEQ & Imp Fund

o Successful launch of 3 AEQ SMAs

o Managed $650m net flow on external Mastertrusts (ex FirstChoice)

Company Overview: (One of Australia's leading wealth management groups, with more than $180 AUD billion under management globally) http://www.colonialfirststate.com.au

• Responsible for managing a team of 11 BDMs across Australia
• Direct ownership of several key account relationships across vertically integrated dealers groups, asset consultants and HNW IFAs
• Successful implementation of new client and fund segmentation model across the team
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Achievements:

o Hit 100%+ of net flow target for 3 consecutive years FY 15 to 17 ($920m FY17)

o External Mastertrusts/Wraps gross flows of $1bn FY17

o 50% reduction in outflows across legacy establish AEQ funds

o 200% increase in greenfield IFA client acquisition

• Successfully manage key relationships with the major Global and Australian Research Houses
• Facilitate the process of researcher reviews and visits, including preparation with the various fund managers across multiple asset classes for all CFS GAM funds
• Strategic involvement with Fund Managers to address and resolve issues raised by researchers
• Obtain optimal ratings for new CFS & Alliance funds from Research Houses in a timely manner to improve/maintain ratings of existing CFS & Alliance funds
• Develop and implement plan for improving ratings for each asset sector

Achievements:

o Multiple improved rating outcomes of key funds across the CFS GAM business by achieving 2 upgrades in FY12, 4 upgrades/initial ratings in FY 13 and 3 upgrades/initial ratings in FY14 which resulted in an increase in flows/revenue/investments for the business.

o Help secure products into Lonsec, Zenith, Morningstar, and van Eyk consulting model portfolios by pitching CFS GAM strategies into flagship and bespoke model portfolios resulting in achieving strong net flows of $.7 bn for FY 14.

• Lead account responsibility for dealer groups resulting in the implementation of structured strategic campaigns for boutique AFSLs
• Responsibility for construction of a dealer group’s portfolio and intermediary clients across NS

Achievements:

o In financial Years 2009, 2010 and 2011- achieved highest sales record nationally for all investment BDMs within CFS net flows across my panel.

o Collaboration with CFSI Platform to execute and initiate cross referral including $100M net flow from PSI all in CFSIL Multi Index Funds

o Successful implementation of Portfolio Construction methodologies in both traditional and alternative asset classes, including the adoption of Realindex into the Matrix models portfolios which has resulted in over $90 net flow.

• Company Overview: Aberdeen Asset Management PLC is a FTSE 250 international investment management group, managing £280bn assets for both institutional and retail clients from offices around the world
• Website: http://www.aberdeen-asset.co.uk/
• Responsible for driving sales to nominated accounts with particular emphasis on account management of existing relationships
• Provide client service to 3rd parties such as private banks, Fund of Funds and top end discretionary managers and life insurance companies as per UK sales plan
• Clients include Merrill Lynch Private Bank, Bear Stearns, Legal & General and Skandia
• Aberdeen Asset Management PLC is a FTSE 250 international investment management group, managing £280bn assets for both institutional and retail clients from offices around the world

• Company Overview: SEI Investments (NASDAQ:SEIC) is a leading global provider of asset management and investment technology solutions
• The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth
• As of the period ending June 2006 SEI manages over $190 billion in assets and operates 22 offices in 12 countries
• Website: http://www.seic.com
• Responsible for assisting in the gathering of new assets for SEI’s private banking network including HSBC Private Bank, High Calibre UK based IFAs, Canada Life Ireland consultants and their respective end clients
• Foster relationships including new distribution relations with UK intermediaries, Private Banks, and tactical pools of wealth
• Engage in business development and prospect evaluation efforts for private banks and family offices on a global basis
• SEI Investments (NASDAQ:SEIC) is a leading global provider of asset management and investment technology solutions
• The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth
• As of the period ending June 2006 SEI manages over $190 billion in assets and operates 22 offices in 12 countries
• Website: http://www.seic.com