PM Capital further expands sales presence

Media release: Equities and fixed interest manager, PM Capital, has further expanded its NSW presence. 

James Lewis-Williams has been appointed as Sales Director, based in Sydney.

Mr Lewis-Williams will be responsible for sales in NSW across PM Capital’s suite of funds. He is an investment fund/ solution distribution and product specialist, with experience spanning 12 years across the asset management and wealth management channels.

 

James was most recently Vice President, Distribution Lead Australia at Columbia Threadneedle Investments, working with researchers and financial planners nationally. This followed roles as Investment Sales and Product Marketing Manager at Columbia Threadneedle Investments, Offshore Product Manager at Columbia Threadneedle based in London and Senior Product Analyst at Standard Chartered Bank Investment Group based in New York.

 

Ben Skilbeck, PM Capital's Chief Executive Officer, said: 

 

"We are committed to servicing our clients so we're delighted to have James bring his international experience as well as local knowledge and relationships. 

James' addition in New South Wales enhances our national capabilities following the appointments of Sales Directors James Noone in Queensland and Rebecca Morgan in Victoria."

 

Mr Lewis-Williams said:

 

“This is a great opportunity - joining a dynamic, client focused fund management business with a very skillful investment team that has delivered industry-leading returns over the years for investors. The team genuinely offers a differentiated investment proposition.”

 

As at 31 December 2017, PM Capital-managed global mandates ranked first for performance in their Morningstar global equities peer group over 5, 6, 7, 8 and 9 years.*

 

*Source: Morningstar Direct. As at 31/12/17. The CFS FC-PM Capital Global Companies Fund ranked #1 of its 159-member peer group, the Australia OE Equity World Large Blend, over 5 years. The CFS W PM Capital Global Companies Fund ranked #1 of its 155-member peer group, the Australia OE Equity World Large Blend, over 6,7,8 and 9 years respectively. © 2018 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 at www.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. This advertisement is issued by PM Capital Limited (AFSL No. 230222) as RE for the PM Capital Global Companies Fund (ARSN 092 434 618, Inception: 28 Oct 1998). The information herein may change without notice, does not constitute advice or a recommendation, and does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Consider the PDS atwww.pmcapital.com.au and seek financial advice prior to making a decision to invest. Past performance is not a reliable guide to future performance. The return of capital is not guaranteed.