Equities and fixed interest manager PM Capital has increased its Queensland presence with the appointment of James Noone as Sales Director, based in Brisbane.
Mr Noone will be responsible for sales in Queensland across PM Capital’s suite of funds. He brings more than 20 years’ experience in client relationship management across investments, advice and platforms.
James was previously Head of Sales and Marketing at Financial Advice Matters (FAM) and also sat on its Investment Committee. This followed roles at Colonial, Aviva and TAL.
Ben Skilbeck, PM Capital’s Chief Executive Officer, said: “James brings real depth of experience and understanding, and is well known in the Queensland market. His appointment highlights the importance PM Capital places on assisting Queensland-based financial advisors and investors.
“The appointment follows Rebecca Morgan joining PM Capital as our Melbourne-based Sales Director in February. These appointments indicate our confidence in the role we can play in improving investor outcomes through our patient and insightful investment approach.”
Mr Noone said: “My appointment shows the commitment PM Capital has towards the Queensland market. PM Capital’s investment process is tried and tested over the last eighteen years, building long term wealth alongside its co-investors.”
PM Capital has a Global Equities strategy ranked #1 for performance by Morningstar in its peer group over 1, 3, 5, 7 and 8 years*. The Asian Companies Fund’s performance was ranked first in its peer group since the date of its inception. The Australian Companies Fund was ranked number one and the Enhanced Yield Fund number two in their sectors over one year.
*Source: Morningstar Direct. As at 30/6/17, PM Capital’s Global Companies Fund ranked #1 in its Morningstar Australian Open-Ended Equity World Large Blend peer group of 214 over 1 year. The CFS FC-PM Capital Wholesale Global Companies Fund ranked #1 among its peer group of 176, 160, 144 and 143 over 3, 5, 7 and 8-year period respectively. © 2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").