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The Findex Group, which recently acquired accounting firm Crowe Horwarth, has recruited two leading investment figures to the group’s investment committee.
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Crowe Horwath owners announce big name recruits
08 April 2015
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8 minute read
Former long-time MLC chief investment officer Chris Condon, and Emmanuel Calligeris, former chief investment officer of Optimix, will take up their positions immediately.
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As reported in AccountantsDaily, The Findex Group’s recent acquisition of Crowe Horwath significantly boosted its funds under management to over $15 billion dollars.
According to a statement, the appointments are designed to complement the group’s ongoing program to internalise more investment-related processes following the Crowe Horwath acquisition.
Findex Group CEO Spiro Paule said The Findex Group investment committee is at the heart of the group’s philosophy of non-alignment and vital to the success of all businesses within the group.
“All Findex Group businesses only recommend products that have been researched and approved by our independent investment committee," Mr Paule said.
“Findex does not manufacture investment products and does not receive commissions from the manufacturers of the investment products its advisers recommend.”
These two appointments follow the recent announcement of former UBS and UBS O’Connor identity Stefano Cavaglia as head of investment research at the Findex Group.
The Findex Group’s portfolio of financial services brands and businesses includes Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities.
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