Helen joined Bell Asset Management in April 2022 and has over 20 years of experience in the financial services industry. She specialises in institutional client service and relationship management, serving as the primary point of contact for clients including superannuation funds, sovereign wealth funds, insurance companies, family offices, and endowments across Australia, New Zealand and globally. Helen is responsible for client relationship management, operational due diligence, client reporting, and ensuring seamless service delivery.
Before joining the firm, Helen was a Client Services and Relationship Director at First Sentier Investors, where she led a team of relationship managers servicing over 180 clients across a broad range of asset classes. Earlier in her career, Helen held a variety of roles at Colonial First State and CFS Global Asset Management (prior to their demerger), gaining broad experience across research, institutional business development, and client service.