Kathy Vincent, General Manager, Platforms and Investments

Kathy Vincent, General Manager, Platforms and Investments

Kathy Vincent is BT’s General Manager for Platforms and Investments. In this role Kathy is responsible for leading BT’s retail platforms (BT Panorama, BT Wrap and Asgard) as well as BT’s investments business.

Prior to joining BT in July 2018, Kathy was General Manager, Wealth Products and Platforms at NAB where she was responsible for the leadership and management of the retail super and investments platform, as well as NAB’s Asset Management Product Team.

Previous roles include Co-Head of Macquarie’s alternatives business and Head of Product Strategy for Macquarie Group’s Global Investments business.

Kathy has 25 years’ experience in financial services with specialist expertise in retail platforms, product strategy and distribution.

Kathy has a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma in Applied Finance and Investment.

Topics:

  • Retail platforms development and innovation

  • Product solutions for adviser efficiency 

  • Investment products and strategy 

  • Customer-led innovation 

  • Business and technology transformation

  • Making investments accessible to all customers

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