May 2025
Important Information:
This webinar contains information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
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Bell Asset Management is pleased to announce the appointment of Andrew Stewart as Head of Retail Sales, effective 19 May 2025. In this newly created role, Andrew will report to Robert Sullivan (Managing Director, Distribution & Strategy) and work closely with Xanthe Virtue (Head of Wholesale & Platforms), to strengthen the firm’s adviser service model and enhance its distribution reach.
Andrew brings more than 25 years of experience in financial services, most recently Head of Distribution at Allianz Retire+. He has held executive roles across some of Australia’s most respected firms including AUSIEX, Commonwealth Bank, Colonial First State and Asgard. His deep expertise in retail distribution and adviser engagement will be instrumental as Bell sharpens its focus on delivering market-leading client outcomes.
“Andrew is a highly respected figure in the industry, with a long track record of building strong adviser relationships,” said Michael Lovett, CEO of Bell Asset Management. “His appointment is a strategic move that supports our goal of delivering a best-in-class adviser experience, and reflects our long-term commitment to the adviser market.”
This appointment forms part of a broader strategy to bolster Bell’s internal capabilities and drive growth across its global equities platform—particularly its high-conviction Small and Mid-Cap offering, which continues to gain momentum with advisers and clients alike.
Recent leadership changes, including the appointment of Andrew Gowen as Portfolio Manager and Director of Research, and Lucinda Hill as Executive General Manager, Product and Operations, further underline Bell’s commitment to innovation, agility, and delivering excellence in investment management.
Bell remains laser-focused on delivering superior outcomes for clients and expanding its presence in the adviser market.
Bell Asset Management is pleased to announce the appointment of Andrew Stewart as Head of Retail Sales, effective 19 May 2025. In this newly created role, Andrew will report to Robert Sullivan (Managing Director, Distribution & Strategy) and work closely with Xanthe Virtue (Head of Wholesale & Platforms), to strengthen the firm’s adviser service model and enhance its distribution reach.
Andrew brings more than 25 years of experience in financial services, most recently Head of Distribution at Allianz Retire+. He has held executive roles across some of Australia’s most respected firms including AUSIEX, Commonwealth Bank, Colonial First State and Asgard. His deep expertise in retail distribution and adviser engagement will be instrumental as Bell sharpens its focus on delivering market-leading client outcomes.
“Andrew is a highly respected figure in the industry, with a long track record of building strong adviser relationships,” said Michael Lovett, CEO of Bell Asset Management. “His appointment is a strategic move that supports our goal of delivering a best-in-class adviser experience, and reflects our long-term commitment to the adviser market.”
This appointment forms part of a broader strategy to bolster Bell’s internal capabilities and drive growth across its global equities platform—particularly its high-conviction Small and Mid-Cap offering, which continues to gain momentum with advisers and clients alike.
Recent leadership changes, including the appointment of Andrew Gowen as Portfolio Manager and Director of Research, and Lucinda Hill as Executive General Manager, Product and Operations, further underline Bell’s commitment to innovation, agility, and delivering excellence in investment management.
Bell remains laser-focused on delivering superior outcomes for clients and expanding its presence in the adviser market.