OneVue expands to support SMSF client base
OneVue has made several new appointments to support its growing client base and planned initiatives, according to an announcement from the investment platform and unit registry provider.
Approximately two thirds of OneVue’s business involves SMSFs, chief executive of strategic relationships Brett Marsh told SMSF Adviser, with the company receiving increased inquiries about new fund establishments and limited recourse borrowing arrangements.
“So these appointments further support our OneVue client base,” Mr Marsh added.
Waheed Rahman and Shamil Samji have both joined OneVue from SMSF provider SuperIQ, where they were new business manager and senior fund accountant respectively. Mr Rahman and Mr Samji will work within OneVue’s adviser solutions team.
OneVue has also appointed Susan Sampson to the role of national relationship manager for institutional clients, which the company said is “bolstering its unit registry side of the business”.
“[Ms] Sampson will play a significant role in terms of taking care of clients who use OneVue’s unit registry and in helping the business to find ways in which it can expand its offering,” said group chief executive Connie Mckeage.
Marketing executive Kirstie Walia has also been appointed, who is currently assisting the group in taking its new investment platform pricing to market.
“We have been working closely with our key clients to ensure these initiatives are well thought out and we plan to announce our new pricing very soon,” Ms Mckeage said.
In addition, OneVue will be rolling out new SMSF services in the “very near future”, following consultation with advisers and accountants within the sector.
“I can’t divulge more detail around what we’re doing in this space apart from saying we’re looking forward to announcing new initiatives we have lined up for the SMSF market in the coming months,” Mr Marsh said.