Steven Larkin Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

3PD Pty Limited is a third party distribution company. Currently we represent offshore investment managers in Australia and New Zealand - Promethos Capital (Global Equity manager, with leading Climate and Gender Forward strategies), Fullgoal Asset Management, (China Equities and Fixed Income), and UTI, (India Equities, Fixed Income and Private Credit). We also have an alliance with Haven Green, a distribution group based in Europe that represents managers not available in Australia and NZ which we can introduce to investors (Global Equities, Fixed Income and Real Assets).

Sydney, Australia

Distribution and sales of BNPP AM and affiliated group products in order to achieve both individual and organisational budgets. Products included Australian Equities, Global Equities, Hedge Funds, Global Fixed Income, Private Equity, Infrastructure, and ESG/Responsible Investment products. The role was to identify and develop new business opportunities with institutional clients and prospects. Additionally, client account management of existing Institutional clients combination of multi manager,superannuation funds and consultants.

Sydney, Australia

Management of all adviser groups in NSW and ACT. Meeting with both business owners and Heads of research in bank aligned and IFA dealer groups. Regular meetings with suburban and regional dealer groups, to present updates on investment managers. Liaison with Research Houses- Lonsec, Zenith, Morningstar. regarding new and ongoing ratings of BNPP AM products. Achievements included winning six new dealer groups, who used two core BNPP AM products, negotiated with the private bank division of a major bank to stop selling their preferred (by the team) Global Equity manager and commence selling BNPP AM's Global Equity manager (resulting in significant inflows), sold Fund of Hedge Fund strategy in to a global bank’s private wealth team (never been done before).

Responsibilities included Strategic client management of ten institutional (financial institutions and superannuation) clients,, Cross selling of additional services,, Day to day account management including KYC, AML, Compliance and Risk reporting, and Revenue and invoice management.Two Achievements included the completion of all outstanding service level agreements with all clients (which had been outstanding for 12 months), and was given the most difficult and complex institutional client, as previous Relationship Manager’s had been taken off the account (at the clients Request). Managed to increase the client’s satisfaction levels and finalised the negotiation of a service level agreement that had been outstanding for 18 months

Sydney, Australia

Sydney, Australia