Bennelong Funds Management
David Whitby has a diverse work experience spanning over two decades, with a focus on client service and relationship management. David started their career at BT Financial Group in 1998 as a Client Service Consultant and later joined Morley Fund Management as a Business Support Analyst in 2000. David then moved to ipac as a Client Service Consultant in 2003, followed by Vertex Capital Management as an Operations Manager from 2004 to 2006.
In 2006, David joined GMO, where they held the positions of Client Service Associate until 2009 and Client Relationship Manager until 2015. David then worked as an Account Manager at BetaShares Capital Limited from 2015 to 2017. Currently, they are the Director of Wholesale Sales NSW at Bennelong Funds Management. Overall, David has amassed extensive knowledge and skills in client service, relationship management, and sales across various financial institutions.
David Whitby completed their education at various institutions. From 2012 to 2013, they pursued a Graduate Certificate of Applied Finance at Kaplan Australia. Prior to that, they obtained a Diploma of Financial Services in Financial Planning from Kaplan, which they completed between 2003 and 2008. In 2004, David briefly attended the Australian Catholic University for a Diploma of Education, focusing on History, Commerce, and Geography. David'sundergraduate studies were conducted at the University of Sydney from 1995 to 1997, where they earned a Bachelor of Arts, specializing in History and Geography. Lastly, they completed their earlier education at The Kings School from 1984 to 1992. No specific degree or field of study were mentioned for this period.
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Bennelong Funds Management
Bennelong Funds Management develops and distributes actively managed equity funds, offering high-grade service and investment solutions to institutions, financial advisers and direct investors. Bennelong is part of the BFM Group, an investment company that partners with boutique asset managers across the globe investing in Australian, UK, Asian and global equities; listed global infrastructure and real estate; and global emerging markets. Outside Australia the Group operates as BennBridge, with a presence in the UK and US. People invest in our funds; our boutique partners manage the money; and we manage the business to deliver the best possible outcomes for our clients. Our parent company’s philanthropic arm, the Bennelong Foundation, aims to enhance community wellbeing and provide opportunities for positive and lasting change in the community. We support and work closely with the Foundation, particularly in our shared aim of providing opportunities for those who may experience disadvantage in a work environment.