The financial services provider has appointed Stefano Cavaglia to the role and said he will be responsible for providing investment research across all of its Findex brands, including Financial Index Wealth accountants and Centric Wealth.
Findex chief executive Spiro Paule pointed out that Dr Cavaglia will also be responsible for integrating research and presenting a “house view” on corporate governance and compliance.
“These areas become very significant in a post-GFC world and he will follow through integrating this across all our platforms, SOAs, MDAs and brokerage services,” Mr Paule said.
“This appointment further strengthens our footprint as innovators and thought leaders in the financial services and accounting field.
“He has a strong experience in building investments solutions and we look forward to introducing him and his research work to our network of advisers, accountants and clients,” he said.
Over 20 years in financial services Dr Cavaglia has held roles in portfolio management with Philo Capital and with MLC Investment Management.
Dr Cavaglia has also worked as an economist at the Organisation for Economic Cooperation and Development (OECD), based in Paris.
“[Also he] is best known for his path-breaking work on the importance of industry factors that supported the restructuring of UBS Asset Management’s global equity investment process ($400 billion) which he led,” a statement from Findex said.
“He subsequently founded and managed the UBS O’Connor quantitative long/short global equity product out of Chicago,” the statement said.
