Asset consulting

Years of experience: 13      
Years at Perpetual: 3

Emily works with NFP and wholesale investors across Australia to deliver robust governance frameworks and sophisticated investment solutions. With a specialty in responsible investing, she also works closely with investors to help them understand the impact of their investments and how they can align their portfolios with their values without compromising on investment returns.  

Emily is an experienced investment professional having worked in investment management, consulting and advisory roles in Australia and the UK. Prior to joining Perpetual, Emily was a Senior Consultant and Principal at Mercer in Sydney, providing investment advice to a range of institutional clients across Australia, specialising in superannuation and post-retirement. As part of her role at Mercer, she also led several research initiatives on wellness, financial needs and investment solutions. 

Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate, the CFA Institute Certificate in ESG Investing and the Chartered Financial Analyst designation. 

Years of experience: 22 
Years at Perpetual: 6

Provides investment research, portfolio construction and bespoke investment advice for Perpetual Private’s clients.

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.

Years of experience: 9
Years at Perpetual: 2

Hugo is responsible for communicating Perpetual Private’s investment strategy to both advisers and clients, bridging the work of the Investment Research team with the broader business.

He supports the Head of Managed Accounts and Investment Directors by producing investment content and presentations used in adviser conversations and client meetings. Alongside this, Hugo regularly participates in client discussions, helping to explain portfolio positioning, market developments and the rationale behind investment decisions.

Prior to joining Perpetual, Hugo worked in Vancouver, Canada as a Research Analyst at a boutique wealth management firm, focusing on asset allocation across a range of client portfolios. He began his career in Sydney, with earlier roles at BT Financial Group and TP ICAP.

Hugo is a CFA charterholder and holds a Bachelor of Commerce (Finance & Accounting) from the University of New South Wales.

Years of experience: 30
Years at Perpetual: 15

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).

Alan is responsible for partnering with independent financial advisers to support their investment offering through the design, development and management of industry leading tailored managed account portfolios. These are integrated with Perpetual’s extensive asset consulting, estate administration, charitable trust and NFP solutions supporting generations of families since 1886.

Alan has over 37 years senior leadership experience with some of Australia’s leading financial services companies (advice, asset management, superannuation, trustee and banking solutions).

His career covers State and National Roles with BT Funds Management, ANZ and MLC, incorporating AFSL Responsible Manager obligations and stewardship of HNW focussed, fee-based advice businesses. An experienced NFP and Family Foundation Director, he enjoys driving investment strategies that underpin philanthropic goals.

He holds an Advanced Diploma of Financial Services (Financial Planning), a Master of Business Administration and is a Graduate of the Australian institute of Company Directors.

Years of experience: 20

Amanda joined Perpetual in March 2022 and is responsible for Perpetual Private’s Managed Accounts and intermediary investment advice offer.

Prior to joining Perpetual, Amanda was Senior Manager of Investment Governance at Ironbark Asset Management. She was responsible for Ironbark’s Multi-Asset Investment Governance team, contributing to the delivery and ongoing oversight of investment solutions via managed accounts and multi-asset funds. Amanda has also held roles as an Investment Analyst at JBWere and MLC and as a Consultant at JANA.

Amanda holds a Bachelor of Commerce/Bachelor of Science from the University of Sydney and is a CFA Charterholder.