Mr O’Brien will be based in Melbourne and report to Chief Solutions & Growth Officer, Nicole Hammond.
With over 25 years’ experience in financial services across Dublin and Melbourne, Mr O’Brien will focus on the establishment and ongoing co-ordination of Bennelong’s new trustee services arm.
Bennelong CEO, John Burke, said the new appointment is a welcome addition to the team.
“Bennelong’s product offering is expanding, with the business now providing standalone fiduciary services for retail and wholesale funds. We’ve already seen some strong interest from managed funds across the industry.
“We can think of no one better than Alan to lead this new function, bringing an impressive wealth of expertise and knowledge in this area.”
Mr O’Brien recently held the role of Senior Manager, Relationships and Oversight, at Equity Trustees, and previously held roles within JP Morgan, BNY Mellon and the Irish Stock Exchange.
“Following a number of years working within the trustee services space, I’m looking forward to the opportunity to build a strong outsourced responsible entity and trustee services offering, with the backing of a well-respected brand like Bennelong,” said Mr O’Brien.
Bennelong’s new trustee service product offers full oversight and compliance responsibilities for managed funds. It engages with service providers and stakeholders to ensure investor protection, while optimising fund performance. Tailored ancillary services are also available, including investor services and middle office operations.
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