A former investment specialist and head of global institutional business at Platinum Asset Management, Brooks has joined Fitzpatrick Financial Group’s investment management arm, Atrium Investment Management, reporting to chief investment officer Tony Edwards.
Brooks’ new role will have him responsible for managing relationships with key research houses along with Fitzpatrick Group’s external asset consultant, Russell Investments, which announced a partnership with Atrium earlier this year.
Edwards lauded Brooks’ “complementary skills and experience”, noting that he’ll have a “relentless focus” on supporting advisers, while guaranteeing they have the “necessary tools and resources to deliver exceptional client outcomes”.
“This includes comprehensive training, education, portfolio modelling and reporting,” Edwards said. “Charlie will work closely with our financial advisers, championing their efforts and enhancing their ability to serve their clients effectively.”
“As a firm, our purpose is to enrich the lives of our clients with the greatest probability of achieving their objectives underpinned by our risk-targeted investment philosophy.”
On his appointment, Brooks commented:” I’m extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high-net-worth and ultra-high-net-worth clients.”
This new hire follows April’s appointment of Andrew Chapple as Atrium’s head of product.
Chapple took up the newly created position after serving 21 years at Colonial First State in a number of senior roles, including director of platform, head of product management and product manager.
