PLATINUM - Key Persons

Adrian Cotiga

Job Titles:

Co - Manager of the Platinum European Fund
Portfolio Manager - European Strategies

Adrian was appointed co-manager of the Platinum European Fund in April 2021 and sole manager in March 2024. Adrian joined Platinum in 2015 as an investment analyst in the Asia regional team. In December 2019, he moved to the financials and services sector team. Previously, Adrian worked as a program manager at Lloyds Banking Group and Westpac. Prior to that, Adrian had spent several years in management consulting roles at PricewaterhouseCoopers and Capgemini.

Andrew Clifford

Job Titles:

Member of the Chief Investment Officers Team
Co - Chief Investment Officer and Co - Portfolio Manager - Global Strategies

Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncovering the overlooked gems in the stock market. Andrew believed that irrational market sentiments and the consequential short-term volatility can often lead to opportunity in companies whose true worth is temporarily under-appreciated. The approach worked for Andrew at Bankers Trust where the BT Select Market Trust - Pacific Basin Fund that he managed was a great success, and he has been applying and refining the same methodology over 30 years to generate strong returns for Platinum's investors. Since taking over the role of Chief Investment Officer in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient. Andrew's investment experience at Platinum has included managing/co-managing the Platinum International Technology Fund, the Platinum Asia Fund and the Platinum International Fund. He currently co-manages Platinum's Global strategies. Andrew took over the role of Chief Executive Officer of the Platinum Group in July 2018 and he stepped down as CEO in January 2024.

Andrew Stannard - CFO

Job Titles:

Finance Director
Member of the Business Management Team

Andrew joined Platinum as Finance Director in August 2015. Prior to that, he held the position of Chief Financial Officer for the Asia-Pacific region at AllianceBernstein. Andrew has more than 25 years of finance experience with expertise in audit, financial control, operations, funds management, financial services regulation and corporate governance. He is a chartered accountant.

Andy Kirwan

Job Titles:

Head of Technology
Member of the Business Management Team

Andy joined Platinum in August 2013 as Head of Technology. Prior to that, Andy was the head of IT at IAG Asset Management and had held various roles at RBC Dexia Investor Services and Datastream International (London).

Beverley Thomas

Job Titles:

Investor
Member of the Client Team
Services Manager

Beverley joined Platinum in February 2003 as an investor services team member, having previously worked for Merrill Lynch Investment Management in London in administration and customer service roles. At Platinum, Beverley became investor services manager in 2019 and has responsibility for the team dealing with our client queries.

Cameron Robertson

Job Titles:

Co - Manager of the Platinum International Technology Fund
Portfolio Manager - Asia Strategies

Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum's Asia ex-Japan strategy and sole manager in March 2024. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.

Charles Brooks

Job Titles:

Member of the Client Team
in 2014 As an Investment Specialist
Investment Specialist ( Institutional )

Charles joined Platinum in 2014 as an investment specialist. Having previously worked in similar capacities at IFM Investors and Northward Capital / nabInvest, he brings with him a wealth of knowledge about the specialised needs, objectives and processes of institutional investors. Charles began his career in finance at Morgan Grenfell Asset Management in London. After backpacking around the world, he settled in Sydney and took up investment analyst and fund management roles at United Funds Management and later at MLC Investment Management. At Platinum, Charles' role focuses on serving as a conduit between our investment team on the one hand and our institutional clients and asset consultants on the other.

Clay Smolinski

Job Titles:

Member of the Chief Investment Officers Team
Co - Chief Investment Officer and Co - Portfolio Manager - Global Strategies / Head of Investment

Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started as an analyst at Platinum in 2006, Clay went on to manage the Platinum European Fund in 2009 and become sector lead of the financials and services team. Clay currently manages the Platinum Global Fund (Long Only) as well as co-manages Platinum's Global strategies alongside Andrew Clifford. Clay was promoted to co-Chief Investment Officer in April 2021.

Dean McLelland

Job Titles:

Head of Investment Specialists ( Retail )
Investor Services and Communications Director / Dean McLelland / Head of Investment Specialists ( Retail )

Dean was formerly an investment analyst at Platinum, covering Japanese companies and being involved in the implementation of currency strategy. Prior to that, he had also served in the Investor Services team for some time. During those initial six years with Platinum, the exposure to different roles gave him a unique perspective not only on how Platinum's investment approach is put into practice, but also on clients' perception of that approach as well as some of the concerns and misunderstandings they may have. After several years away, Dean re-joined Platinum in 2016 as an investment specialist, putting to good use both his first-hand experience as an analyst as well as the insights gained from his Investor Services days.

Douglas Isles

Job Titles:

Member of the Chief Investment Officers Team
Head of Investment
Head of Investment / Head of Stewardship

Douglas initially joined Platinum in May 2003 as an investment analyst covering industrials and as primary communicator for advisor presentations. He previously worked for CBA as a product actuary and prior to this as an investment manager for Aegon Asset Management in the UK. Douglas left Platinum in October 2008 to work in Singapore where he helped develop Standard Chartered Bank's equities broking business. Douglas rejoined Platinum in February 2013, as Investment Specialist, acting as an intermediary between the investment team and Australia/NZ based advisers. Over time he built a team to support this effort, and since 2017 he has, in addition, been introducing Platinum to US-based investors. Douglas was appointed as Head of Investment in March 2022 and is responsible for the investment team's process and people. He has been a member of the firm's Management Committee since 2013.

Dr Bianca Ogden

Job Titles:

Portfolio Manager - Health Care Strategies
Portfolio Manager of the Platinum International Health Sciences Fund

Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the pharmaceutical and biotech industry give her a unique ability to delve deeply into the fundamentals of healthcare companies and identify those with a solid foundation in scientific research. Bianca has been the portfolio manager of the Platinum International Health Sciences Fund since 2007 and leads the healthcare sector team. Prior to joining Platinum, Bianca worked at Swiss pharmaceuticals company, Novartis, researching new HIV drugs. Bianca went on to complete a PhD at UCL, investigating Kaposi's sarcoma-associated herpesvirus. She then joined Johnson & Johnson in Australia as a molecular biologist, researching new drug targets in oncology.

Elizabeth Norman

Job Titles:

Member of the Client Team
Investor Services and Communications Director
Investor Services and Communications Director / Dean McLelland / Head of Investment Specialists ( Retail )

Jimmy Su

Job Titles:

in 2017 As an Investment Analyst
Portfolio Manager - International Technology Fund

Jimmy joined Platinum in 2017 as an investment analyst in the consumer team. In April 2021, Jimmy moved to the technology and communications team and became a co-portfolio manager of the Platinum International Technology Fund in October 2022. In October 2023 Jimmy became the portfolio manager of the Fund. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the Markets and Research team there. Prior to joining BT, Jimmy was an associate analyst and later a credit strategist at Morgan Stanley Wealth Management.

Joanne Jefferies - Chief Legal Officer, Secretary

Job Titles:

General Counsel
Group Company Secretary
Member of the Business Management Team

Joanne is an English law qualified solicitor with more than 21 years of legal experience in the asset management and securities services sectors, in England and across Asia Pacific. Joanne joined Platinum in October 2016 as General Counsel and Group Company Secretary, having spent the previous six years at BNP Paribas Securities Services as Head of Legal Asia Pacific, Company Secretary for all Australian subsidiaries and a member of the Asia Pacific Executive Committee. Joanne has previously held senior legal positions with Russell Investments, Morley Funds Management (Aviva Investors) and Lord Abbett, and served as the General Counsel for the UK's funds management industry association, the Investment Association.

John Steele

Job Titles:

Member of the Client Team
Manager, Research Relationships

John joined Platinum in May 2023 as Manager, Research Relationships to lead the firm's engagement with investment and research consultants with a focus on supporting managed accounts. Prior to this, John worked at Colonial First State for seven years, most recently as Director of Investment Sales. John also previously worked for BlackRock for nine years and Russell Investment Group for three years. John holds a Bachelor of Business Administration, is a Certified Investment Management Analyst (CIMA), and has completed CFA Level 1.

Julia Bailey

Job Titles:

Member of the Chief Investment Officers Team
Head of Stewardship

Julia joined Platinum in February 2023 in a newly created role in our investment team, Head of Stewardship. She was most recently Head of Advocacy Strategy and Senior Research Analyst at Melior Investment Management (part of Adamantem Group) from 2018-2023. Previously she worked within equity research at Perpetual and Citi, after migrating to Sydney in 2006. She started her career at Lehman Brothers in London.

Leon Rapp

Job Titles:

Portfolio Manager - Japan Strategies
Portfolio Manager - Japan Strategies / Head of Trading

Leon originally joined Platinum in the Japan team in 2011. Prior to Platinum, he worked in Tokyo and New York for over 18 years at PBG Japan Research, UBS Securities, Nikko Citigroup, Dresdner Kleinwort Benson and ING Baring Securities in research and sales roles. He left Platinum in 2015 and returned to work in Japan at Rogers Investment Advisors and most recently at Macquarie Group where he was senior research analyst, covering the Japan consumer sector. He re-joined Platinum in January 2022, as an investment analyst in the Japan team and became co-portfolio manager of the Platinum Japan Fund in October 2023 and sole manager in March 2024. Leon is a fluent Japanese speaker.

Lindall West - CHRO

Job Titles:

Chief People Officer
Member of the Business Management Team

Lindall joined Platinum in March 2023 as the Chief People Officer having held a number of senior executive roles, specialising in the investment management industry. Lindall was with First Sentier Investors (formerly CFSGAM) for 10 years in the role of global CHRO. This role covered 1000 staff across 11 countries. During this time, she led the people related components of the sale to Mitsubishi and the divestment of the direct property business. Prior to this, Lindall was the Head of HR, Asia for Westpac, based in Singapore. Lindall also led the people integration of BT, Rothschild and Westpac Investment Management when the businesses came together in 2002. Additionally, Lindall has a passion for resolving employee conflict in the workplace which led her to the establishment of Ombpoint, Australia's first ombuds service.

Matthew Githens - Chief Compliance Officer

Job Titles:

Chief Compliance Officer
Member of the Business Management Team

Matt joined Platinum in November 2015 as Chief Compliance Officer, having worked previously at Macquarie Group as the Head of Compliance for the Macquarie Asset Management division and, prior to that, in KPMG's Risk Advisory practice.

Michael Jones

Job Titles:

Member of the Business Management Team
Head of Registry Operations

Michael joined Platinum in March 2002 as Unit Registry Manager. Previously he had worked in London at Goldman Sachs International as an operations analyst on the dealing desk and in shareholder services.

Michael Rockliff

Job Titles:

Member of the Client Team
Strategic Account Manager

Michael joined Platinum in February 2024 as a Strategic Account Manager, focusing on the Private Wealth segment. With 24+ years of experience across equities, fixed income, derivatives, and investment platforms, he brings deep financial expertise to the role. Michael previously worked at BT, Macquarie, RBS and XTB, working with investment advisers and brokers across Australia and as a Financial Adviser at Westpac in Melbourne.

Mr Jeff Peters - CEO, Managing Director

Job Titles:

Chief Executive Officer
Managing Director
CEO and Managing Director of Platinum Asset Management

Mr Jeff Peters was appointed as CEO and Managing Director of Platinum Asset Management in 2024.. With over 30 years of industry experience, Jeff brings to Platinum an extensive asset management background, together with strategic and management consulting skills. He previously led the institutional and international businesses of two large global asset management firms, Columbia Threadneedle Investments and Putnam Investments, respectively, following his time working in the asset management practice at McKinsey.