La Trobe financial’s head of marketing, Caterina Nesci, on the values that have guided the company’s success for nearly 70 years.
At the heart of non-bank wealth management company La Trobe Financial is its mission to make a difference to people’s lives. “We believe that we are truly assisting in creating direct and indirect employment, adding to the wealth creation of our people, and assisting newly arrived migrants and many other underserved clients obtain access to financial independence,” says La Trobe Financial’s Head of Marketing, Caterina Nesci.
“I’ve always liked the idea that we are also in the business of making people’s dreams come true. When a client cannot obtain a home loan from the bank, La Trobe Financial will find ways – where possible – to help them.”
La Trobe Financial provides wealth management solutions for customers including loans, and insurance and investment products. Caterina describes the company as a quiet achiever. In 1952, it began with only eight staffand A$12 million in assets under management (AUM) and, today, it has more than 380 staffand A$8.5 billion in AUM.
This story is from the August 2019 edition of The CEO Magazine - ANZ.
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This story is from the August 2019 edition of The CEO Magazine - ANZ.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
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