Michael Ohlsson has joined Evergreen as an executive director and partner in the business. Lia Gunawan will also join as its strategic partnerships manager, reporting to Ohlsson.
“Evergreen is going through a significant growth phase. Our recent developments include the launch of a new ESG index, the Evergreen Responsible Investment Grade (ERIG) Index, and an investment portfolio stress testing tool for financial advisers,” said founder and director Angela Ashton.
“We are committed to providing financial advisers with the solutions they need. We have had a very positive response to our new ratings business as well, Evergreen Ratings.”
Mr Ohlsson was CEO and managing director of Fidelity in Australia and New Zealand from 2004 to 2007, prior to which he was the director of institutional business and adviser services at Barclays. He has also worked as a consultant and was more recently the CEO of Supervised Investments from 2017 to March 2021. He will be responsible for operations, sales and marketing, allowing Ms Ashton to focus on her investments leadership role.
Ms Gunawan has more than 20 years’ experience in the financial services industry and has held “key account management roles” including managing commercial relationships between licensees and product providers.
“The appointments of Michael and Lia will help ensure we maintain our momentum. We have some very significant product development in the works,” Ms Ashton said.
