PERPETUAL LIMITED - Key Persons
Job Titles:
- National Director, Advisory Services
Job Titles:
- Chief Distribution Officer for Asset Management
Adam was appointed Chief Distribution Officer for Asset Management in January 2023 following the acquisition of Pendal Group. Prior to that he was Head of Global Distribution having joined Perpetual in that role in December 2019.
Adam is responsible for the end-to-end Global Distribution function, leading the Perpetual Group's sales and marketing strategies across all markets and channels.
Skills and experience
Adam has 25 years of industry experience in leading and developing international distribution teams, including extensive coverage of institutional, intermediary and consultant channels.
Prior to joining Perpetual, Adam spent 18 years with Franklin Templeton, where he held a variety of senior roles, including CEO of the Central Eastern Europe, Gulf & Eastern Med business, and Co-CEO of Templeton Asset Management Ltd in Singapore. Other notable roles included Head of Distribution Australia, where Adam opened the Australian operation for Franklin Templeton's Global Advisory Services division, and also Head of Institutional for Australia & New Zealand.
Prior to joining Franklin Templeton, Adam held business development roles at AXA Australia and Colonial First State.
Alex Patten is a Deputy Portfolio Manager for the Perpetual Smaller Companies Fund.
Before that, he was an Equity Analyst at Perpetual covering a range of sectors including Telecommunications, Media and Retail.
Alex joined Perpetual Investments in August 2015, after completing the Graduate program within the Perpetual Finance team and working in several management and financial accounting roles.
Alex has a Bachelor of Accounting from the University of Technology, Sydney and is a Member of the Institute of Chartered Accountants.
Job Titles:
- Chief Executive, Perpetual Asset Management, UK, Europe & Asia
Alexandra was appointed Chief Executive (UK, Europe & Asia) in January 2023 following the acquisition of Pendal Group.
Skills and experience
Alexandra Altinger has 28 years' experience in the wealth and asset management industry across Europe, Asia and the US. She previously spent four years as CEO of Sandaire Investment Office, a UK multi-family office, where she led the business integration process after Sandaire acquired Lord North Street Private Office.
Prior to Sandaire, Alexandra worked within the executive team of Lansdowne Partners International, helping to lead the firm's repositioning efforts for its long-only products in global institutional markets. Previously she was at Wellington Management International where she had a number of senior roles. Alexandra has also served as an Equity Research Analyst at John Hancock in Boston and has worked in Japanese equities research sales for Goldman Sachs in Tokyo and London. She started her financial career as a Proprietary Trader with Banque Nationale de Paris (Securities) in Tokyo.
She is a member of the CFA UK Advisory Council and is also a founding member of the Advisory Committee of The Diversity Project, an ambitious initiative to promote diversity in all its forms across the UK asset management sector. Alexandra is the current Chair of the Investment Association's Business Forum.
Job Titles:
- Key Account Manager VIC / SA
Job Titles:
- Chief Integration Officer
- Chief Operating Officer / Chief Integration Officer ( Temporary )
Amanda Gazal was appointed Chief Integration Officer following the acquisition of Pendal Group in January 2023. Amanda joined Perpetual in April 2020 as Chief Operating Officer
Skills and experience
Amanda has more than 20 years of experience in financial services, having spent most of her career in investment banking and asset management. Prior to her current role, she was Singapore Chief Operating Officer for DWS Group (asset manager majority-owned by Deutsche Bank) and Chief Operating Officer of their Asia Pacific Distribution. Before this, she held senior roles at Deutsche Bank in Asia and was with Credit Suisse in London. Her career spans across a range of functions including Operations, IT Consulting, Audit, Finance and Change Management.
Job Titles:
- Chief Executive, Perpetual Asset Management, Australia
Amanda was appointed Group Executive of Perpetual Asset Management (Australia) in November 2020 and has recently been appointed Chief Executive (Australia) in January 2023 following the acquisition of Pendal Group.
Amanda joined Perpetual in February 2018 and has held the prior roles of General Manager Client Solutions & Strategy and more recently, General Manager Perpetual Investments.
Skills and experience
Amanda is responsible for leading the Australian division of Perpetual Asset Management, which includes the Australian Equities, Credit & Fixed Income, Global Innovation Share Fund and Multi Asset investment management teams. Amanda is also a Director of Trillium Asset Management and Perpetual Investment Management Limited.
Amanda has more than 21 years of investment experience in asset management and investment research. Prior to joining Perpetual, Amanda was CEO of Lonsec Australia where she played a key role in building out Lonsec's investment and superannuation research and consulting capabilities. Before being appointed CEO, Amanda lead Lonsec Research and was also Head of Investment Consulting. Prior to Lonsec, Amanda spent six years at BT Funds Management.
Job Titles:
- Managing Partner, Private Clients & Fordham Group
Andrew leads Perpetual's high net worth advisory business & accounting business within Perpetual Private, providing tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations. Andrew is the chair of Perpetual's Reconciliation Action Plan working group and a member of the Perpetual Trustee Company Limited Board.
Before this role, Andrew was General Manager, Community and Social Investments, where he led a national team of fiduciary, investment and advice professionals who partner with clients to help them achieve outcomes within their communities, encompassing not-for-profit and Native Title as well as philanthropic relationships.
Andrew has also led the advice team in Queensland and was Perpetual Private's NSW & ACT State Manager for six years, where he helped individuals, families and Not-for-Profit organisations to manage their unique and complex financial requirements
Andrew joined Perpetual as a Senior Financial Consultant where he was responsible for introducing new high net worth clients into the business.
Andrew started his career working with an independent financial planning group before relocating to London and then Hong Kong to work in funds management. On his return to Australia, Andrew held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.
Andrew holds a Bachelor Business from Queensland University of Technology, and a Diploma in Financial Planning from Deakin University (VIC).
Andrew works closely with advisers by providing specialist investment knowledge on Perpetual's investment process and strategy implementation, focusing on delivering optimal solutions to our stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.
Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual's clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.
Andrew is a holder of the Chartered Financial Analyst designation.
Job Titles:
- Partner, Private Clients SA
Andrew is the Partner of SA's Not For Profit division.
With over 32 years experience, Andrew specialises in advice to large complex organisations, family offices, not-for-profit clients and philanthropic trusts. He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps his clients implement best practice investment policies. Andrew also connects clients to other parts of the Perpetual business, including Philanthropic services.
Prior to joining Perpetual, Andrew held senior adviser roles within commercial and private banking based in Adelaide for the last 9 years. Andrew has also held senior manager roles in institutional banking at JPMorgan Chase, Deutsche Bank and Royal Bank of Scotland in Tokyo, Singapore, London, New York and Sydney over a period of 20 years.
Andrew has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning, is an accredited Self- Managed Super Fund adviser (SMSFA) and speaks several languages.
Andrew is a Global Equities Analyst primarily covering global life sciences, vertical software, and industrial technology for the Perpetual Global Innovation Share Fund. Andrew joined Perpetual in August 2014.
Prior to joining Perpetual Andrew spent 8 years at Five Oceans Asset Management covering financials, industrial services and technology. He has also held roles as a management accountant with Zurich Financial Services and Thomson Reuters.
Andrew has a Bachelor of Commerce (Honours) from the University of Auckland.
Job Titles:
- Deputy Head of Equites, Portfolio Manager
Years of experience: 23 Years at Perpetual: 10 Anthony is the Deputy Head of Equities and Portfolio Manager - Industrial Shares, SHARE-PLUS Long-Short and co-PM of Perpetual Pure Equity Alpha. Anthony has been with Perpetual for 10 years. Prior to joining Perpetual, he worked at Ellerston Capital for six years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund for two years. Before that, he spent 4 years as an analyst working on a long/short strategy. Prior to joining Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years. Anthony has a Bachelor of Economics from the University of Sydney and has earned the right to use the Chartered Financial Analyst designation.
Barrow Hanley Global Investors (Barrow Hanley), now part of the Perpetual Asset Management International.
Job Titles:
- Credit & Private Debt Analyst
Benjamin Chan is Credit & Private Debt Analyst at Perpetual Asset Management. In this role, he is responsible for performing credit analysis for corporate credit and loan issuers.
Benjamin joined Perpetual Asset Management in May 2022, having previously worked at EY, within their Strategy and Transaction division, specifically within the Capital and Debt Advisory team, providing debt advisory services across a range of industries.
Prior to this, he worked within Optus' corporate strategy team, and before that he was an Associate Analyst at Moody's Investors Service.
Benjamin has a Bachelor of Applied Finance and Bachelor of Commerce - Accounting from Macquarie University.
Brett Le Mesurier is Senior Equities Analyst at Perpetual Asset Management. In this role, he is responsible for the Financials sector.
Brett joined Perpetual Asset Management in December 2021, having previously been the senior equities analyst with coverage of the Australian financial sector for Velocity Trade.
Prior to this, he was the senior equities analyst for the financial sector at Shaw and Partners. He was previously Managing Director and head of research for APP Securities.
Brett has a Bachelor of Arts with honours from Macquarie University, majoring in Statistics, and completed the A level exams of the Institute of Actuaries.
Job Titles:
- General Manager, Community & Social Investments
Caitriona joined Perpetual's Philanthropy team in January 2013 and is responsible for supporting Perpetual's commitment to Philanthropy and the not-for-profit sector.
With over a decade of philanthropic and grantmaking experience in both Australia and Europe, Caitriona has an extensive understanding of national and international funding approaches and mechanisms.
Caitriona is a former Chair of Philanthropy Australia's Education Affinity Group. As an inaugural team member of the Leading Learning in Education and Philanthropy (LLEAP) research project, Caitriona possess a high level of understanding relating to the trends and challenges in the philanthropic sector within Australia. Her sector knowledge and standing was affirmed in 2012 when she was named the Australian Institute of Grant Management's inaugural Grantmaker of The Year.
Caitriona is currently completing a Masters of Business (Philanthropy and Nonprofit) at the Queensland University of Technology and is a Board Member of Schools Connect Australia.
Chris has been Chief Financial Officer of Perpetual since October 2018. He joined Perpetual in 2006 and prior to his current role was Group Executive of Corporate Trust from 2008 to 2018.
Skills and experience
Chris was at JPMorgan from 1996 to 2006 where he spent 9 years in London as Vice President of the Institutional Trust Services business and a year as head of that business for the Australasia region.
Chris was previously Chairman of the Australian Securitisation Forum and a member of the Advice Board of the Financial Services Council. He is currently completing a BA in Philosophy at the University of London.
Job Titles:
- Independent Non - Executive Director
- Member of the Board of Directors
Christopher Jones was appointed to the Board of Perpetual in 2023 following the acquisition of Pendal Group. He is a member of the People and Remuneration Committee and the Investment Committee.
Skills and experience
Christopher is based in New York City, USA. He has over 40 years' experience in the financial services industry across both investments and funds management. Most recently, Christopher was Principal of CMVJ Capital LLC, a private investor and adviser in the financial services, asset management and technology industries. Prior to this, he was Head of Blackrock's US Global Fundamental Equity and Co-head of Global Active Equity. Previously, he spent 32 years in a range of roles at Robert Fleming and Co and JP Morgan Asset Management.
Job Titles:
- Senior Equities Analyst at Perpetual Investments
Clarke Wilkins is a Senior Equities Analyst at Perpetual Investments and responsible for the resources and energy sectors.
Clarke joined Perpetual Asset Management Australia in July 2019, having previously worked at Citi for over 20 years where he was Head of the Australian Metals & Mining Research team. He has extensive experience covering mining and energy companies as well as global commodity markets.
Prior to joining Citi Clarke worked on developing a nickel project in Asia and started his career in Business Consultancy at KPMG and Pearce & Cook in Perth, Western Australia.
Clarke has a Bachelor of Commerce (Major in Accounting & Finance) from the University of Western Australia, is a member of the Institute of Chartered Accountant and is a CFA Charterholder.
Job Titles:
- Deputy Chief Operating Officer
Craig Squires joined Perpetual in March 2022 as Chief Technology Officer and was appointed Deputy Chief Operating Officer following the announcement of the acquisition of Pendal Group.
Skills and experience
Craig is an IT professional focused on the financial services industry with over 35 years' experience gained in Australia, the US, Europe, and Japan. His experience spans IT development, support and information security of investment management, capital markets, superannuation and life insurance delivered via listed and unlisted financial products.
Prior to joining Perpetual, Craig held senior roles with a number of financial services organisations including Challenger, Barclays Global Investors, MLC, and Westpac.
Job Titles:
- Associate Partner / Sydney
Daniel is an Associate Partner focused exclusively on high net worth clients, delivering the full range of resources needed to address the complex, multi-faceted challenges of managing significant wealth. Traditionally Daniel has served entrepreneurs, executives, professionals and high net worth individuals.
Daniel has over 14 years-experience in the industry with a total of 10 years providing sophisticated investment advice in the high net worth space.
In his role at Perpetual, Daniel's mission is to provide an exceptional level of service and an unwavering commitment to helping Perpetual clients reach their goals & objective.
Daniel delivers tailored strategies to meet individual client objectives by bringing in specialist teams within Perpetual, including investment strategy & research, portfolio construction, philanthropy, and tax accounting. Prior to joining Perpetual, Daniel spent a total of 10 years at Macquarie Bank and just over 2 years at Morgan Stanley.
Daniel holds a Bachelor of Business & Commerce with a double major in Economics and International Finance and is currently completing his studies with the CFA institute.
Job Titles:
- Regional Manager VIC / SA / NT / TAS
Job Titles:
- Partner, Private Clients VIC
Daniel is the Partner of VIC's Not For Profit and Medical division.
He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps them develop best practice investment policies as well as connecting them with Perpetual's philanthropic resources.
Prior to joining Perpetual, Daniel was Senior Financial Adviser to the Private Clients of Halifax Bank of Scotland Australia (HBOSA) and HSBC Bank Australia.
His international experience was gained in Canada as a Financial Adviser for nine years with Assante Capital Management.
David joined Perpetual Private's Investment Research team in May 2015. David manages Perpetual Private's growth alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds. Concurrently, he leads the team's effort in incorporating ESG, Responsible Investments and Impact investments across portfolios. Additionally, David is a non-executive director of the Utilities Trust of Australia (UTA) Trustee Board. David is a member of UTA's ESG Committee.
David has over eleven years' experience as an investment professional operating in a fiduciary environment. Prior to joining Perpetual, David held roles with ANZ and MLC where he was responsible for capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Prior to MLC, David spent time with Liquid Capital Markets, a firm operating in global derivatives markets.
David holds a Bachelor of Arts with majors in Economics and Politics & International Relations from the University of New South Wales and a Graduate Diploma in Applied Finance from Kaplan Professional. Additionally, David completed the Australian Institute of Company Directors, Company Directors Course in 2017 and attained his Chartered Alternative Investment Analyst designation in 2018.
Job Titles:
- Head of Asset Allocation / BEc ( Hons )
- Head of Asset Allocation Within the Multi Asset Team for Perpetual Asset Management Australia
David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.
David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.
David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.
David has an Honours degree in Economics from Adelaide University.
Job Titles:
- Chief Executive, Perpetual Asset Management, International
David was appointed Chief Executive (Americas) in January 2023 following the acquisition of Pendal Group. Prior to this he was Group Executive of Perpetual Asset Management International from November 2020.
Skills and experience
David has more than 30 years' experience in asset management, wealth management and investment banking. Before Perpetual, David was CEO of Count Financial and held COO positions at both Neuberger Berman and Liberty View Capital. He has also held roles at Aetos Capital, JP Morgan and Goldman Sachs.
Job Titles:
- Partner, Private Clients VIC
Ed is a Partner and trusted wealth adviser to families and private business owners.
Ed has over 16 years' experience in the financial services industry and believes careful planning, stewardship and patience are the keys to protecting and growing family wealth.
Ed's areas of specialisation include:
Investment management and asset allocation advice.
Inter-generational family wealth planning and inheritance advice.
Retirement planning.
Family philanthropy advice.
Ed is a Certified Financial Planner and holds a Bachelor of Business (Economics and Finance), Bachelor of Laws, and a Graduate Diploma of Financial Planning.
Job Titles:
- Equities Analyst
- Global Equities Analyst
Emmily Lau is Global Equities Analyst at Perpetual Asset Management covering the internet sector for the Perpetual Global Innovation Share Fund.
Emmily joined Perpetual Asset Management in February 2021 as part of the Graduate Program, completing rotations across business divisions including Investment Compliance.
Prior to this, Emmily completed internships at Munich Re, PwC and at the British Chamber of Commerce.
Emmily has a Bachelor of Laws (Honours) and a Bachelor of Finance from the Australian National University.
Job Titles:
- Independent Director
- Independent Non - Executive Director
- Member of the Audit Risk & Compliance Committee
- Member of the Board of Directors
- Member of the Investment Committee
Fiona Trafford-Walker has been an Independent Non-Executive Director of Perpetual since December 2019. She is currently a member of the Investment Committee and the People and Remuneration Committee.
Skills and experience
Fiona has over 30 years of senior executive and business management experience within the investment industry, bringing extensive knowledge of investment management and a strong institutional and international perspective to the Perpetual Board.
Fiona began her career in institutional investment consulting in 1992, and until December 2019 was an Investment Director at Frontier Advisors (Frontier). At various times during her tenure, she was responsible for the original development and on-going management of Frontier's business, as well as providing investment and governance advice to a number of the firm's clients.
Currently Fiona is a Non‑Executive Director of Victorian Funds Management Corporation, Prospa Group Ltd, Link Administration Holdings, Eclipx Group, an Investment Committee Member of the Walter and Eliza Hall Institute and a Strategic Advisor to the QE Advisory Board.
Job Titles:
- Portfolio Manager for Diversified Strategies at Perpetual Investments
- Portfolio Manager, Diversified Strategies
Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Investments. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.
Geoff joined Perpetual Asset Management Australia in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund's dynamic asset allocation process.
Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.
Geoff has a Bachelor of Economics (Honours).
Job Titles:
- Director, Consultant Relations & Institutional Business
Greg has over 28 years experience in investment management, accounting and risk management. He has researched and analysed credit markets on both the buy side and sell side for over a decade and through multiple cycle. His research role is broad, he covers the bank and financial sector and is a credit signatory. Greg is also a senior portfolio manager responsible for trade execution and portfolio construction for Perpetual's bond fund, absolute return fixed interest fund and exact market cash funds.
Prior to working at Perpetual, Greg had a similar research and portfolio management role at Macquarie Funds Management. And while at Macquarie Bank for over six years he had roles in debt markets research, risk and accounting. Earlier, Greg worked at PriceWaterhouseCoopers as a chartered accountant over six years.
Job Titles:
- Independent Director
- Independent Non - Executive Director
- Member of the Audit Risk & Compliance Committee
- Member of the Board of Directors
- Member of the Investment Committee
Gregory Cooper has been an Independent Non-Executive Director of Perpetual since September 2019. He is the Chairman of the Board's Investment Committee, member of the Audit, Risk and Compliance Committee, the People and Remuneration Committee and the Nominations Committee.
Skills and experience
Gregory has more than 26 years of global investment industry experience in the UK, Asia and Australia with a deep understanding of international funds management.
Gregory brings strong financial services and strategy expertise to the Perpetual Board predominantly gained from his executive career at Schroders Australia where he was the Chief Executive Officer from 2006 to 2018 with responsibility for Schroders' institutional business across Asia Pacific and then globally, and his current non‑executive career across the superannuation, banking and technology sectors.
Gregory currently serves as a Non-executive Director of NSW Treasury Corporation, where he also chairs the Investment Committee. He is currently the Chairman of Avanteos Investments Limited (part of the Colonial First State Group). Gregory is a Non-Executive Director of Australian Payments Plus Limited and its subsidiaries/related entities; Catholic Church Insurance, OpenInvest Holdings, the Australian Indigenous Education Foundation and EdStart. Previously, he acted as a Non-executive Director to the Financial Services Council and held the position of Chairman from 2014 to 2016.
Guy Bunce is a Senior Equities Analyst with extensive experience in equities research having covered a variety of sectors over his 20 years in the industry. In his current role, he is responsible for the Transport, Infrastructure, Paper & Packaging and Chemicals sectors.
Guy joined Perpetual Asset Management Australia in April 2019, having previously worked at JP Morgan as the Head of Transport & Infrastructure Research.
Prior to this, he was Head of Australian Equities Research at RBC Capital Markets.
Guy has a Master of Applied Finance (Macquarie) and a Bachelor of Commerce (ANU).
Job Titles:
- Investment Analyst
- Responsible Investment Analyst
Harry Agnew is a Responsible Investment Analyst at Perpetual Investments. In this role, he is responsible for assisting in managing the ethical and SRI screening processes for our ethical funds and mandates, managing external ESG research and data, contributing to internal ESG research and integration efforts, policy and procedure setting, ESG reporting and disclosure, and our other responsible investment obligations as needed, such as corporate sustainability reporting, proxy voting and other ownership and stewardship investment activities.
Harry joined Perpetual Asset Management Australia in February 2018 as part of the graduate program, completing rotations across business divisions including Product, Client Solutions & Strategy, Client Services and Investment Specialists. Prior to this, he worked as a research analyst for a leading Australian infrastructure funds manager.
Harry has a Bachelor of Arts (Economics) from the University of Sydney and has completed the Applied Responsible Investment and Advanced Responsible Investment Analysis courses at the PRI Academy. He is currently undertaking post-graduate study at the Macquarie Business School's Applied Finance Centre and at the PRI Academy.
Job Titles:
- Independent Director
- Independent Non - Executive Director
- Member of the Board of Directors
- Member of the Investment Committee
- Member of the Nominations Committee
- ( Chairman )
- Non - Executive Director of Suncorp Group Limited and a Board
Ian Hammond has been an Independent Non-Executive Director of Perpetual since March 2015. He is currently Chairman of the Audit, Risk and Compliance Committee, a member of the Investment Committee and a member of the Nominations Committee.
Skills and experience
Ian was a partner at PricewaterhouseCoopers for 26 years and during that time held a range of senior management positions including lead partner for several major financial institutions. He has previously been a member of the Australian Accounting Standards Board and represented Australia on the International Accounting Standards Board. Ian has a deep knowledge of the financial services industry and brings to the Board expertise in financial reporting, risk management, and mergers and acquisitions. He has provided extensive advisory and audit services to PwC's domestic and global clients in banking, insurance and asset management.
Ian is a Non-Executive Director of Suncorp Group Limited and a Board Member of not-for-profit organisations including Mission Australia and Chris O'Brien Lifehouse.
Jack is the Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and an Analyst.
Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.
Job Titles:
- Director, Investor Solutions
Job Titles:
- Portfolio Manager
- Portfolio Manager for the Pure Value
James Rutledge is the Portfolio Manager for the Pure Value strategy and an analyst covering building materials, steel and paper and packaging.
James joined Perpetual Asset Management Australia in May 2017, having previously been at Morgan Stanley for over 7 years. Prior to leaving Morgan Stanley, he was an Executive Director covering Building Materials and Steel sectors. Prior to lead coverage, James was part of the Healthcare team for around 3 years at Morgan Stanley.
James holds a Bachelor of Applied Finance, Bachelor of Economics from the Macquarie University. James is a CFA® charterholder.
Job Titles:
- Partner, Private Clients NSW
Jamie has over 20 years' experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations.
With $1.5 billion in funds under management, Jamie's team provides strategic advice to high net worth families, philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community.
Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting.
Prior to joining Perpetual, Jamie spent seven years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private.
Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).
Job Titles:
- Senior Dealer / Associate Portfolio Manager
Job Titles:
- Senior Product Manager, Listed and Direct
Job Titles:
- Independent Non - Executive Director
- Member of the Board of Directors
- Chairman of Barclays Investment Solutions Limited
Matthews was appointed to the Board of Perpetual in 2023 following the acquisition of Pendal Group. She is a member of the Audit, Risk and Compliance Committee and the Investment Committee.
Skills and experience
Kathryn is based in London, UK. She brings to the Board over 40 years' experience in funds and investment management with director experience across listed, private and regulated entities. She has extensive experience in global investment management businesses in the UK and Hong Kong, including as Chief Investment Officer, Asia Pacific ex Japan at Fidelity International based in Hong Kong. She commenced her career at Baring Asset Management, holding a broad range of roles over sixteen years as a global equity portfolio manager and latterly as the Head of Institutional Business, Europe and UK.
Kathryn is currently Chair of Barclays Investment Solutions Limited and is also a Non-executive Director British International Investment Plc and VinaCapital Vietnam Opportunity Fund Limited.
Job Titles:
- Head of Investment Research, Perpetual Private
Kyle joined Perpetual Private in July 2014 and leads the 18 person Investment Research team. In this role, he is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.
Job Titles:
- Senior Equities Analyst at Perpetual Asset Management
Louise Sandberg is Senior Equities Analyst at Perpetual Asset Management. In this role, she is responsible for covering large and small cap companies across property, discretionary consumer and consumer staples.
Louise joined Perpetual Asset Management in October 2022, having previously worked at Bank of America in Singapore and Sydney as a Research Analyst covering the Australian property sector. Prior to this, Louise was a Research Analyst at Fidelity International in Singapore and Hong Kong across a range of sectors including gaming, financials and consumer/media. Louise also spent 5 years at Goldman Sachs in New York and Hong Kong in the Goldman Sachs Principal Strategies investment fund and investment banking.
Louise holds a Master of Science in Business Administration.
Job Titles:
- Senior Adviser
- Senior Financial Adviser, Perpetual Private, QLD
As a qualified, dedicated adviser, Marisa has focused exclusively on providing personal strategic and investment advice to private clients and high net worth individuals over the past 20 years.
Prior to joining Perpetual, Marisa has worked as a senior adviser across both Global and Australian institutions such as Macquarie Bank, Citibank and Westpac Private. Her areas of expertise include, superannuation, retirement planning, SMSF, specialist structured investments and Foreign Exchange.
Marisa's most important attributes are her exceptional interpersonal skills and ability to build trust and rapport with clients. Upon meeting with Marisa, it is immediately apparent that she is passionate about assisting clients achieve their goals by helping them make well-informed decisions to manage, grow and protect their wealth.
Marisa is committed to providing her clients with the highest quality financial advice and takes pride in building long standing relationships. In her role at Perpetual, Marisa's mission is to provide an exceptional level of service and an unwavering commitment to simplify often complex strategies to help clients reach their goals and objectives.
Job Titles:
- Equities Analyst
- Global Equities Analyst
Mark Skurnik is a Global Equities Analyst with significant international and local experience and primarily covers global fintech and renewables along with the Asian region for the Perpetual Global Innovation Share Fund.
Mark joined Perpetual in January 2018. He previously spent 12 years at Fidelity International in Hong Kong, most recently as Portfolio Manager. Prior to this role, he was Director of Research and worked as an analyst across the financials, energy and utilities sectors.
Mark is a CFA Charterholder and has a Bachelor of Commerce degree from University of New South Wales.
Job Titles:
- Chief Executive, Perpetual Private ( PP )
Mark joined Perpetual as Group Executive of PP in November 2012 and was appointed Chief Executive of PP in January 2023 following the acquisition of Pendal Group.
Skills and experience
At Perpetual, he leads the Group's wealth business, which includes the philanthropic, trustee and high net worth advisory businesses, as well as Fordham, a business specialising in accounting and advisory services to business owners.
He is also the Chair of the Noongar Budja Investment committee and group sponsor of Perpetuals Stretch Reconciliation Action Plan.
Mark has over 25 years' financial services experience, gained predominantly at BT Financial Group and Pendal Asset management where he led marketing leading businesses focused on Platforms, Asset Management and Insurance.
Job Titles:
- Head of Proprietary Research
Maryanne is the Head of Proprietary Research and an Analyst, covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors.
Maryanne joined Perpetual Asset Management Australia in February 2003 as an Analyst, bringing a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role.
Maryanne's corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joye which spanned retail fashion, manufacturing and accounting services industries.
Maryanne has a Bachelor of Business from the University of Technology, Sydney.
Job Titles:
- Senior Adviser
- Senior Adviser at Perpetual 's Sydney
Mathew is a Senior Adviser at Perpetual's Sydney office. Originally from the UK, he has been in the financial services industry since 2004 and with Perpetual since 2006.
Mathew specialises in advising families and individuals who are receiving personal injury compensation payments, including financial management. Mathew can also arrange life insurance advice, tax planning, estate planning advice and Lifestyle Assist services.
Mathew also provides sophisticated financial advice to Perpetual's private clients and has extensive experience across many aspects of financial services and investment markets.
Prior to moving to Australia, Mathew spent 13 years as a solicitor and was a partner in a law firm in London specialising in estate planning, trusts and probate for high net worth clients.
Mathew earned a Graduate Diploma of Financial Planning from FINSIA in 2006 and was admitted as a solicitor in NSW in 2005, although currently not practicing.
Job Titles:
- Head of Investment Strategy, Multi Asset
Matt Sherwood is Perpetual's Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.
Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.
Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.
Matt is a published author of the book titled ‘Intelligent Investing' and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.
Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.
Job Titles:
- Managing Director
- Managing Director, Credit & Fixed Income
Michael Korber is Managing Director, Credit & Fixed Income and is responsible for the ongoing strategic review and development of process, reviewing the weekly credit process and reviewing the analysis of all new credit securities. Michael joined Perpetual in August 2004.
Michael has over 39 years industry experience and prior to joining Perpetual worked as the first Head of Credit at Macquarie Funds Management, spending six years developing its credit investment processes and building the business from inception to over $7 billion in funds under management.
Prior to this, he spent seven years as Divisional Director in Corporate Banking and four years as second in charge to the Head of Macquarie Bank Credit. Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.
Michael Murphy is a High Yield Analyst at Perpetual Investments, focusing on the high yield and private debt markets
Michael joined Perpetual Asset Management Australia in October 2018, having previously worked as an Investment Associate at Metrics Credit Partners, responsible for covering leveraged finance and corporate private debt.
Prior to this, he was an Associate Credit Analyst at Morningstar and before that, a Credit Risk Analyst at Commonwealth Bank.
Michael has a Bachelor of Engineering (1 st class honours) and Bachelor of Economics from the University of Adelaide, along with a Master of Philosophy (Economics) from the University of Oxford.
Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.
Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.
Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Job Titles:
- Head of Trustee Services for Perpetual Private
Michelle Torenbeek is Head of Trustee Services for Perpetual Private in Sydney. Michelle has 23 years' experience in financial services, with the last 11 years at Perpetual.
Michelle has also worked with some of the largest wealth managers in London, including Barclays and UBS.
Michelle specialises in fiduciary services and wealth management, including previous positions as Head of Advice Delivery & Trustee services. Michelle has also led change and transformation teams for various projects.
Mitchell Hubble is an Equities Analyst covering mainly smaller companies and micro caps. Mitchell joined Perpetual Asset Management in February 2020 as part of the graduate program, completing rotations across business divisions including Investment Analytics & Risk and Equities. Prior to joining Perpetual Asset Management, Mitchell completed internships at Macquarie Group, Cochlear and in Perpetual's Group Finance division. Mitchell has a Bachelor of Accounting from the University of Technology, Sydney and is currently enrolled in the Chartered Financial Analyst Program
Job Titles:
- Director
- Independent Director
- Independent Non - Executive Director
- Member of the Audit Risk & Compliance Committee
- Member of the Board of Directors
- Member of the Investment Committee
- Director of Webster Financial Corporation
Mona Aboelnaga Kanaan has been an Independent Non-Executive Director since 2021. She is currently a member of the Investment Committee and the People and Remuneration Committee.
Skills and experience
Based in New York, USA, Mona is a seasoned director, entrepreneur and asset management executive having held leadership positions over a distinguished career spanning more than 30 years. She is currently the Managing Partner of K6 Investments LLC, an independent private equity firm which she founded in 2011.
Previously, Mona served as President and CEO of Proctor Investment Managers, a firm she co-founded in 2002 to acquire and scale traditional and alternative asset managers. She sold the firm to National Bank of Canada in 2006, acquired affiliates managing nearly $14 billion in assets under management and continued as Proctor's President and CEO until 2013.
With expertise in public as well as private financial services firms, Mona is currently a Director of Webster Financial Corporation (WBS) and has served as a Board Member of a number of traditional and alternative asset managers in the United States including, Siguler Guff's BDC and Peridiem Global Investors. With a commitment to education and economic empowerment, she also has extensive non-profit board experience in those fields including as an investment committee member of sizeable educational endowments.
Job Titles:
- Chairman
- Independent Director
- Independent Non - Executive Director
- Member of the Board of Directors
- Member of the Nominations Committee
- Chairman of Perpetual Equity Investment Company Limited
Nancy Fox has been an Independent Non-Executive Director of Perpetual since September 2015. She is currently Chair of the People and Remuneration Committee, a member of the Audit, Risk and Compliance Committee and a member of the Nominations Committee.
Skills and experience
Nancy has more than 30 years' experience in financial services, securitisation and risk management gained in Australia, the US and across Asia. A lawyer by training, she was Deputy Chairman of the Board of Taronga Conservation Society Australian until 2021, Managing Director for Ambac Assurance Corporation from 2001 to 2011 and previously Managing Director of ABN Amro Australia from 1997 to 2001.
Nancy brings to the Board a deep knowledge of developing and leading successful financial services businesses and extensive experience with securitisation, regulatory frameworks, risk management and governance.
Nancy is currently the Chair of Perpetual Equity Investment Company Limited and a Director of Lawcover Pty Ltd, Mission Australia, Aspect Studios Pty Ltd and O'Connell Street Associates
Nathan is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Funds, and an analyst.
Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017.
Prior to joining Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services.
Nathan holds a Bachelor of Commerce from the University of Wollongong and holds a Chartered Financial Analyst (CFA) designation.
Job Titles:
- Equities Analyst at Perpetual Asset Management
Nick Buisman is an Equities Analyst at Perpetual Asset Management. In this role, he is responsible for covering small and micro-cap companies across a range of sectors with a focus on Industrials, Retail, and Consumer Brands.
Nick joined Perpetual Asset Management in May 2015, most recently having spent 4 years on the dealing desk as an Equities Dealer working across all Australian Equity strategies, as well as executing across global equities, FX, derivatives and treasuries.
Prior to this, he held the role of Investment Specialist within Perpetual Investments. Nick began his career in equity markets at Bell Potter Securities.
Nick has a Bachelor of Economics from the University of Sydney.
Job Titles:
- Senior Manager of National Accounts
Job Titles:
- Chairman of the Investment Committee
- Member of the Audit Risk & Compliance Committee
- Member of the Nominations Committee
- ( Chairman )
Job Titles:
- Chief People Officer
- a People Business Partner
Paul has been part of the People and Culture (PAC) Team at Perpetual for 15 years and was appointed Chief People Officer in January 2023 following the acquisition of Pendal Group. Prior to being appointed Chief People Officer, Paul was the Executive General Manager of People and Culture from 2019 to 2023.
Paul leads six dedicated teams within PAC including Organisational Development, Business Partnering, People Services, Performance and Reward, Systems and Reporting and Talent Acquisition.
Skills and experience
Paul first joined Perpetual as a People Business Partner in the Wealth and Asset Management divisions, he then moved into the General Manager position for the business partnering team. Following this, he spent four years specialising in the remuneration and benefits field as General Manager Performance and Reward.
Before joining Perpetual, Paul spent seven years at BMW Group in HR in the automotive industry in the UK and four years in HR at TeleTech International specialising in client services for telecommunications and financial services organisations.
Job Titles:
- Director of Several Not - for - Profit
- Lead Partner
- Lead Partner NSW /
Peter is a lead partner based out of our Sydney offices, managing multiple specialised teams across financial advice, medical specialists, fiduciary services such as Perpetual's Lifestyle Assist s and other support roles.
As well as managing people, Peter brings together all the resources needed to provide advice and aged care support services for our clients, including operations management and business-to-business sales and marketing.
Peter has been with Perpetual for five years. Prior to this, he spent over a decade working with accounting and legal practitioners for CPA Australia and The Tax Institute.
Peter is also a Director of several Not-For-Profit organisations which are responsible for significant physical and monetary assets.
Peter holds a Master of Business Administration (Business Law) and has completed a Diploma of Financial Planning. He also has a Foundations of Directorship from the Australian Institute of Company Directors.
Job Titles:
- Partner, Private Clients NSW
Prior to moving to Australia, Phill held senior management, strategy development and advisory positions, in two of the UK's largest financial institutions, before setting up his own practice in 1999.
Job Titles:
- Specialist Medical Senior Adviser
Rachelle is a Specialist Medical Senior Adviser at Perpetual's Canberra office and joined the financial services industry in 1999.
Prior to joining Perpetual in 2009, Rachelle was a Senior Financial Adviser with Civic Financial Planning.
Rachelle has extensive experience in the Commonwealth Public Sector superannuation schemes.
Rachelle can provide sophisticated strategic advice in relation to retirement planning, superannuation, wealth creation and investment management.
Job Titles:
- Investment Analyst
- Investment Analyst in the Multi Asset Team for Perpetual Asset Management Australia
Rema Elias is an Investment Analyst in the Multi Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.
Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.
Rema has a Bachelor in Mathematics and Finance.
Job Titles:
- Chief Executive, Perpetual Corporate Trust ( PCT )
Richard was appointed Group Executive of PCT in September 2018 and was appointed Chief Executive of PCT in January 2023 following the acquisition of Pendal Group.
Richard joined Perpetual in 2007 as Director Sales and Relationship Management and prior to his current role, was General Manager, Trust and Fund Services from 2012 to 2018.
Skills and experience
Prior to joining Perpetual, Richard worked at Chemical Bank's Global Custodian business in Cardiff, Wales. Chemical Bank merged with Chase Manhattan Bank in 1996. Richard moved to Sydney in 2003 as Vice President, to integrate the acquisition of Guardian Trust and grow the Australian business. He became VP, Head of Relationship Management at BNY Mellon's Corporate Trust Division in Sydney following the sale of JPM Corporate Trust business in 2006.
He has over 25 years' global executive leadership experience in banking and financial services, with deep sector knowledge in debt capital markets, managed funds, data and analytics, and M&A.
Job Titles:
- Head of Responsible Investments / BEc, GradDipAppFin, DipSuperMngt
Richard manages Perpetual Investment's responsible investment (RI) framework. Richard facilitates the consideration of environmental, social and governance (ESG) factors in investment team research, decision-making and ownership practices, and is the custodian of RI/ESG investment screens on relevant products. Richard continues to ensure that Perpetual works to meet its commitments as a signatory to the United Nations Principles of Responsible Investment (UNPRI).
Richard joined Perpetual in August 2012, following 19 years experience in investment markets, research and consulting. This included 12 years at Constellation Capital Management, an Australian equities boutique manager. Initially covering dealing, client management and back office tasks, Richard's final role at Constellation was as a Senior Portfolio Manager, which included portfolio management and stock research. Earlier roles included fund manager research at ASSIRT and investment consulting and superannuation administration at Mercer.
Richard has a Bachelor of Economics from Macquarie University, a Graduate Diploma of Applied Finance from FINSIA (FINSIA Fellow) and a Diploma of Superannuation Management from ASFA.
Rob Adams - CEO, Managing Director
Job Titles:
- Chief Executive Officer
- Managing Director
- Member of the Audit Risk & Compliance Committee
- Member of the Board of Directors
Rob has been the Chief Executive Officer and Managing Director of Perpetual since September 2018.
Skills and experience
Rob is a proven financial services business leader with over 30 years' experience locally and globally across funds management, financial advice and fiduciary services.
Before Perpetual, Rob was Head of Pan‑Asia and a member of the Global Executive Committee of Janus Henderson where he had been for six years. Prior to that, he was Chief Executive of Challenger Funds Management, and was previously CEO of First State Investments UK.
He is Chairman of the Abbotsleigh Foundation.
Robert is the Partner of NSW's High Net Worth division.
Before joining Perpetual in July 2017 he was an Investment Consultant with the Private Investment Consulting ('PIC') team within NAB Asset Management providing investment consulting services private and institutional clients.
Immediately before joining the PIC team he was Head of Fixed Income and Senior Adviser in the Private Wealth Management division of Wilsons Advisory in Sydney responsible for the investment management of institutional and private client portfolios. Before that role, Robert was with Nikko AM, responsible for managing Nikko's relationship with key institutional clients for the fixed income business, as well as developing and implementing tailored fixed income strategies for these clients.
Previously, he was co-founder and executive director of Columbus Capital Ltd (a capital markets origination and funds management firm of ‘RMBS' assets), and has also worked as a senior investment specialist with AMP Capital Investors Fixed Income and Currency and with Westpac Institutional Bank as an associate director in the debt capital markets division providing coverage of fixed income and credit markets, as well as being a senior analyst in high yield and emerging markets in London with Bankers Trust International PLC and ING Barings respectively.
Prior to joining Perpetual in January 2010, Rosemary spent 2 years at Platinum Asset Management, where she held the position of Analyst for the Platinum Asia Fund covering stocks across China and Hong Kong. Prior to this, Rosemary was an analyst at MMC Asset Management analysing small and mid-cap companies. She also held roles at the Reserve Bank of Australia and the Australian Prudential Regulation Authority (APRA).
Rosemary holds a Masters of Commerce (Actuarial studies) from University of New South Wales and a Bachelor of Commerce (First Class Honours) in Accounting and Finance from University of Western Australia.
Job Titles:
- Associate
- Financial Adviser
- Leader
- Partner
Roxanne is an experienced and highly qualified wealth management professional having held various leadership and adviser roles within Private Banking and Private Client segments over the past 20 years.
As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associate Advisors across NSW and the ACT - providing exceptional service and holistic advice to retail and wholesale clients.
Roxanne also manages a select number of high net worth client relationships ensuring objectives are consistently met. Roxanne works with clients to bring clarity, direction and discipline to their financial and investment affairs.
As a leader and financial adviser Roxanne is focussed on developing strong client relationships with a particular interest in Family Wealth taking into account investment strategies and market conditions.
Roxanne has a Bachelor of Arts (Economics), Master of Financial Planning and a MBA. Roxanne is also a CFP member of the FPA and has completed all FASEA requirements.
Job Titles:
- Portfolio Manager
- Portfolio Manager in the Multi Asset Team for Perpetual Asset Management Australia
Russell Turner is a Portfolio Manager in the Multi Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.
Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual's CEO. Prior to this, he was a Graduate in Perpetual Private.
Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.
Sam Mosse - Chief Risk Officer
Job Titles:
- Chief Risk Officer
- Chief Risk & Sustainability Officer
Sam joined Perpetual as Chief Risk Officer in February 2019 and was appointed Chief Risk & Sustainability Officer in January 2023 following the acquisition of Pendal Group.
Skills and experience
Sam is an accomplished risk professional with more than 25 years' experience within the financial services sector including director roles at multiple Investment Management and Trustee companies. Prior to Perpetual, Sam was Acting Global Head of Enterprise Risk and Head of Risk and Compliance, Pan Asia at Janus Henderson Investors where she spent more than five years.
Sam also held senior risk and operational roles at Macquarie Group across 17 years, including Head of Compliance and Risk for Macquarie Funds Group, after starting her career as a Chartered Accountant at KPMG.
Sean Roger is the Deputy Portfolio Manager for the Perpetual Share Plus Long-Short Fund and the Perpetual Pure Equity Alpha Fund.
Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as an Equities Dealer and was appointed an Equities Analyst in January 2016 where he was responsible for covering a number of stocks in the gaming and agricultural sectors.
Sean has a Bachelor of Accounting from the University of Technology, Sydney and has completed the Chartered Accountants program.
Simon Poidevin is Senior Credit Analyst at Perpetual Asset Management. His analytical sector coverage includes corporates, infrastructure and utilities.
Simon joined Perpetual Asset Management in May 2022, having previously worked for 7 years at Moody's Investors Service in Dubai and Sydney. Prior to joining Perpetual, Simon held a position as lead credit analyst within the project and infrastructure team in Sydney, covering mostly investment grade issuers in the infrastructure and utilities sectors.
Prior to this, he was a credit analyst at Société Générale in Dubai, with a focus on oil and gas and infrastructure assets.
Simon holds a Master in Management from EM Lyon Business School (France), majoring in Finance.
Job Titles:
- Head of Direct Equities / BEc, F Fin
Stephen is responsible for Perpetual Private's direct equity investment and research capability, including stock selection and ongoing management of direct equity investment portfolios for clients (as managed accounts, or on an advisory basis). He provides detailed input on direct equities - company analysis & research, recommendations and portfolio structuring, and leads a team of five investment analysts across most key equity sectors.
Stephen has spent more than twenty years as an equity market specialist. Prior to joining Perpetual, he spent four years as a Senior Investment Analyst at Queensland Investment Corporation (QIC) in the domestic equity funds management team. He was primarily responsible for covering sectors such as Financials, Healthcare, Food & Beverage and Building Materials. Stephen also spent considerable time as a Senior Research Analyst at Macquarie Group, where he specialised in Banks and Diversified Financials.
Stephen's academic qualifications underpin his extensive experience. He holds a Bachelor of Economics (Macquarie University), is an Associate of FINSIA and a Chartered Financial Analyst (CFA Institute).
Job Titles:
- Company Secretary
- Member of the Board of Directors
Sylvie Dimarco was appointed Company Secretary of Perpetual in April 2020.
She joined Perpetual in 2014 and is currently Head of Company Secretariat & Governance at Perpetual. She is also Company Secretary of Perpetual Equity Investment Company Limited (ASX: PIC) and all of Perpetual's subsidiary boards. She is a member of the Perpetual Limited Continuous Disclosure Committee.
Skills and experience
Sylvie has over 15 years' experience in company secretariat practice and administration for listed and unlisted companies. Before Perpetual, she practised as a commercial lawyer in Sydney and Canberra for 11 years, working in predominantly mid-sized law firms.
Sylvie holds a Bachelor of Laws degree from the University of Sydney and has completed the Governance Institute of Australia's Graduate Diploma of Applied Corporate Governance. She is a Graduate of the Australian Institute of Company Directors course.
Job Titles:
- Portfolio Manager, Perpetual Global Innovation Share Fund
Thomas joined Perpetual Asset Management Australia in June 2014 and is the Portfolio Manager for the Perpetual Global Innovation Share Fund. In addition to portfolio management, Thomas also has a focus on global technology and digital entertainment.
Prior to joining Perpetual, Thomas spent 11 1/2 years at PM Capital, where he was most recently Portfolio Manager of the PM Capital Australian Opportunities Fund. Prior to this role he was an analyst covering the internet, retail, and healthcare sectors both domestically and globally.
Thomas holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Economics from Monash University.
Job Titles:
- National Account Associate
Job Titles:
- Research Analyst
- Analyst, Proprietary Research
Tom Horn is a Proprietary Research Analyst at Perpetual Asset Management. In this role, he is responsible for thematic research, supporting the development of Propriety Research and data analytics within the PAMA team.
Tom joined Perpetual Asset Management in August of 2021, having previously worked in the Equity Research team at Macquarie covering ESG.
Prior to this, he has worked at AECOM, & Interned at Deloitte in its Data & Artificial Intelligence Consulting team.
Tom has a Bachelor of Business (Finance) & a Bachelor of Science in Information Technology (Data Analytics) from the University of Technology Sydney.
Job Titles:
- Chairman of the Nominations Committee
- Independent Director
- Independent Non - Executive Director
- Member of the Board of Directors
- ( Chairman ) ( Chairman )
Tony D'Aloisio has been an Independent Non-Executive Director of Perpetual since December 2016 and became Chairman of Perpetual in May 2017. He is currently the Chairman of the Nominations Committee.
Skills and experience
Tony has held leadership roles in listed and non-listed companies. He was CEO and MD at the Australian Securities Exchange from 2004-2006. Tony was Chief Executive Partner at Mallesons Stephen Jaques between 1992-2004 having first joined the firm in 1977. He was appointed a Commissioner for the Australian Securities and Investments Commission (ASIC) in 2006 and Chairman in 2007 for a four-year term. He was Chairman of the (International) Joint Forum of the Basel Committee on banking supervision from 2009-2011.
Most recently Tony was Chairman of IRESS Limited (technology). He was a Non‑Executive director of PPB Advisory Pty Ltd 2012-2016 (financial reconstructions) and a Non-Executive Director of ASX-listed Boral Limited 2002-2004 as well as a director of the Business Council of Australia 2003-2006 and the World Federation of Exchanges 2004-2006. He was President of the Australian Winemakers Federation 2012-2016.
Currently Tony is also a Director of the Aikenhead Centre for Medical Discovery Pty Ltd and President of the European Capital Markets Cooperative Research Centre as well as Chairman of Aircellar Pty Ltd.
Job Titles:
- Lead Partner, Perpetual Private WA / SA
Tony is the Lead Partner in Perpetual Private's Western Australian office, overseeing the Western Australian and South Australian advice teams.
With over 23 years in the industry, Tony is experienced in a broad spectrum of advice delivery. Having returned to Perpetual after an 8-year break, he is comfortable across the full service offering and supports a team of financial advisers in delivering exceptional client outcomes.
Tony has an extensive background in financial advice. Prior to returning to Perpetual, Tony owned and operated an award-winning financial advice practice. He has been a shareholder/adviser for a boutique financial planning business and State Manager for a leading stockbroking, financial planning software and investment research provider.
Tony holds a Bachelor of Business in Accounting and Finance, a Diploma of Financial Planning from Deakin University and a Graduate Diploma of Financial Planning through FINSIA.
Job Titles:
- Partner, Private Clients VIC
Job Titles:
- Partner, Private Clients QLD
Vicki is the Partner of QLD's Health & Personal Injury, Beneficiaries and Lifestyle Assist division.
Vicki is an experienced practitioner with over 25 years in financial services who uses her accountancy and financial planning skills to provide insightful wealth management solutions for her clients.
In working with clients she considers all aspects of their situation to offer strategies that assist building and protecting wealth.
Vicki also works closely with lawyers and accountants to assist clients who have lost the ability to look after their own affairs due to illness, injury or advancing age.
She also assists these professionals to help clients needing an independent party to act as trustee for a trust, executor of an estate or other roles usually fulfilled by the client or a family member where these parties are unable to act.
Job Titles:
- Head of Equities, Portfolio Manager
Vince is the Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Direct Equity Alpha, Concentrated Equity and the Perpetual Equity Investment Company (ASX:PIC).
Vince joined Perpetual Asset Management Australia in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.
Prior to joining Perpetual, Vince was a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.
Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.
Vince has a Bachelor of Commerce with a major in Economics and Finance.
Job Titles:
- Business Development Associate VIC
Vivek is Head of Fixed Income and joined Perpetual in 2004. He has over 28 years of experience spanning accounting, finance, investments, governance and risk management. He has managed multi-billion dollar fixed income, credit and currency portfolios and his role involves credit analysis, trade execution and portfolio construction.
Previously, he spent nearly 8 years at Macquarie Bank in roles including Assistant Portfolio Manager (Credit, Global Fixed Interest and FX), Credit Analyst, Compliance Manager (Funds Management Group) and Operational Risk Analyst (Internal Audit). Prior to this, Vivek spent almost 4 years at Coopers & Lybrand (PwC) as an accountant / auditor.
He's aimed to give back to the communities, organisations and people with whom he's connected. Vivek joined the Board of The Deaf Society of NSW in 2011 and currently serves as Director and Treasurer. He joined Perpetual's Diversity Council in 2012, chaired by Perpetual's CEO. Since 2010, Vivek has regularly mentored university students, colleagues & finance industry professionals, leading the Fixed Income stream for Perpetual's Investment Analyst Program.
He was awarded the 2011 Financial Services Institute of Australasia (FINSIA) Hugh DT Williamson Performance Scholarship, an award recognising professional accomplishment, social responsibility and leadership. In 2011, he was also awarded a not for profit directors scholarship from the Australian Scholarship Foundation.