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Gold Coast-based boutique investment manager, Swell Asset Management, has appointed former general manager of NAB’s Meritum Financial Group as its head of distribution.
Lachlan Hughes, chief executive at Swell, said that Poole’s knowledge of the industry, that spanned 25 years, and understanding of financial advice and product solutions would help expand the business.
Hughes set up Swell in 2014 and the firm’s strategy focuses on globally listed companies at a discount to their conservatively estimated intrinsic value.
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