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Philip Morgan

Boutique fundie hires from NAB

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2 minute read

Fund manager Prime Value Asset Management has appointed a former big four bank investment specialist as its new director of investor relations and capital raising, with an aim to boost its presence among financial advisers. 

Philip Morgan has taken the role after being an investment specialist with NAB Asset Management.

Previously, he had also been an investor services analyst for JBWere and a financial planner with MLC. 

Prime Value chief executive Yak Yong Quek commented Prime Value is in the process of growing its retail segment. 

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“Philip is an outstanding addition to our team and will be important in developing our connection with financial advisers and dealer groups,” Mr Quek said.

Sarah Simpkins

Sarah Simpkins

Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth. 

Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio. 

You can contact her on [email protected].