Cooper hires from Ausbil

Rebecca Morgan
REBECCA MORGAN
Cooper Investors Pty Limited - Head of Intermediary Distribution
APPOINTMENT
COOPER INVESTORS PTY LIMITED
Date: 16 October 2023
Position: Head of Intermediary Distribution
By Elizabeth Fry

Cooper Investors has added to its sales team as it moves to expand the business and open a Sydney office.

In the newly created position of head of intermediary distribution, Rebecca Morgan will work closely with financial advisers, private bankers and asset consultants.

Morgan joins from Ausbil Investment Management where she spent the past four years as the key account manager for the southern region, including Victoria and Tasmania.

Previous roles for the southern sales specialist were held at Pengana Group, PM Capital and BT Financial Group.

"We have identified great opportunities to drive Cooper Investors further in the private bank, intermediary and IFA markets {and} to capitalise on these, we realised we needed a dynamic and experienced leader who could take us on that journey, which made Rebecca an obvious fit for us," said Cooper managing director Rhys Cahill.

"Rebecca has a proven track record of building deep and valued relationships with clients. Furthermore, the way she operates aligns strongly to Cooper Investors values."

Regarding the firm's Sydney growth plans, Cahill said Cooper will hire new staff over the next 12 months.

Moreover, the firm is currently surveying office location options in the Sydney CBD and in talks with potential personnel to cover the region.

"There is increasing demand for genuine, truly active investors who offer alpha and alternative investment opportunities to mainstream. Cooper Investors has proven investment performance over decades," he added.

"Our eight pooled investment trusts are already highly valued in the region and very rewarding to long term investors."

Cooper is a specialist equities funds manager with approximately $12.4 billion under management across its eight investment funds.