Morningstar appoints Director of Institutional Business Development

James Louw
JAMES LOUW
Morningstar Australasia Pty Limited - Director of Institutional Business Development
APPOINTMENT
MORNINGSTAR AUSTRALASIA PTY LIMITED
Date: November 2016
Position: Director of Institutional Business Development

Morningstar Australasia has announced the appointment of James Louw as director of institutional business development for the firm, effective immediately.

In this role, Louw will be responsible for developing sales strategies, building and managing key business relationships with wealth management businesses and financial planning dealer groups and working closely with the firm's account management and adviser distribution teams.

His appointment follows Morningstar's recent amalgamation of its investment management and information products business development teams.

Louw has 23 years' professional services industry experience, primarily with firms providing investment advisory and wealth management services. He was most recently head of Shadforth in Tasmania, and previously held senior leadership roles as head of institutional investment services at Ibbotson Associates Australia (now Morningstar Investment Management Australia), head of implemented consulting at Acsis, and manager financial services at Ernst & Young in South Africa.

Commenting on his appointment Morningstar Australasia head of business development, Heather Dawson, said: "We're delighted to welcome James back to Morningstar...his skills, experience, and relationships enable him to make a significant contribution to dealer groups and wealth management firms that use our investment solutions to add value to their business, and help their investor clients achieve their financial goals."