Investing for individuals

David joined Perpetual Private’s Investment Research team in May 2015 and is acting Chief Investment Officer. Previously he managed Perpetual Private’s growth and alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds. He also led the team’s efforts to incorporate ESG, Responsible Investment and Impact Investment strategies across portfolios. Additionally, David is a Non-Executive Director of the Utilities Trust of Australia (UTA) Trustee Board and 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."

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: 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: 24
Years at Perpetual: 9

Hugo joined Perpetual in May 2016 as a Senior Research Analyst with a focus on hedge funds and credit opportunities.

Prior to joining Perpetual, Hugo was a Portfolio Manager—Alternatives in IOOF’s multi manager business. Hugo was responsible for building and maintaining a portfolio of hedge funds, private equity, private debt and infrastructure. Prior to becoming a portfolio manager, Hugo was a Senior Research Analyst at IOOF with responsibilities in alternatives, asset allocation and international equities. Hugo was also a Research and Performance Analyst at AM Corporation which was subsequently acquired by IOOF.

Hugo holds a Bachelor of Science from Macquarie University.

Years of experience: 14
Years at Perpetual: 11

Greg has been with Perpetual Private for over 11 years, having recently joined the Perpetual Private’s Investment Research team in July 2021 with a primary focus on Australian equities, as well as other bespoke investment opportunities for Perpetual Private’s Wholesale advice clients.

Prior to joining the Research team, Greg has been a Senior Financial Adviser at Perpetual Private, providing investment portfolio advice and bespoke portfolio reporting and analysis to sophisticated Not-for-Profit and High Net Worth clients, across a broad and diverse range of sectors and client profiles. Before joining Perpetual, Greg also has past experience as an Adviser in boutique financial planning firms – AFPG and Dixon Advisory – as well as technical advice experience as a paraplanner at BT Financial Group.

Greg holds a Bachelor of Business with a major in Accounting from the University of Technology Sydney and is a Certified Financial Planner (CFP) with the FPA Institute. Greg has also passed the Level 2 exam for the Chartered Financial Analyst (CFA) program.

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).

Years of experience: 18
Years at Perpetual: 13

Daniel is the Portfolio Manager for Perpetual Private’s ‘Australian Equities Responsible Investment Portfolio’ and a senior investment analyst.

Daniel joined Perpetual in 2011 as a Research Analyst within Perpetual Private's Direct Equities team. He developed and subsequently launched the Responsible Investment Portfolio in 2015. He is also responsible for investment research of the Resources, Other Materials (building materials and chemicals), and Energy sectors.

Daniel joined Perpetual after 4 years with Constellation Capital Management, a boutique funds manager, where he had responsibility for researching the Consumer Staples, Agriculture, Utilities and Telecommunications sectors. Prior to Constellation, Daniel worked for Hoyts Corporation where he was Group Accounting Manager responsible for financial reporting.

Daniel is a CFA charter holder and holds a Bachelor of Science (Mathematics) and a Master of Commerce (Finance and Accounting), both from the University of Sydney. He has also completed the CFA Institute’s Certificate in ESG Investing.

Years of experience: 13
Years at Perpetual: 2

Desmond joined Perpetual in 2022 as a Senior Research Analyst within Perpetual Private’s Direct Equities team. He is responsible for research coverage of the Media and Consumer Staples/Discretionary sectors as well as leading the team’s ex-100 small companies opportunities.

Prior to joining, Desmond was an Executive Director at Goldman Sachs Equity Research, during which he was part of the top 3 rated Financials team and had lead coverage of the Gaming and Media sectors. Before that he worked at ANZ for a number of years across Equities and Group Treasury.

Desmond is a CFA Charterholder and holds a Bachelor of Commerce (Finance and Economics) with Honours.

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.

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: 12

Emma has 10 years of experience with Perpetual Private, recently joining the Investment Research Team in 2023 as the Investment Implementation Manager. She is responsible for the team’s operational, governance, reporting and implementation processes.

Before joining the Research team, Emma was a Senior Financial Accountant at Optiver where she was responsible for financial accounting and management reporting activities. Prior to this she held various roles across Perpetual, including 5 years as an Accountant within the Fordham Group.

Emma holds a Bachelor of Business from the University of Technology Sydney and is a Chartered Accountant.

Years of experience: 7
Years at Perpetual: 2

Devendran joined Perpetual Private’s Investment Research team in 2023.

He is responsible for performance reporting, investment operations, governance, and investment implementation for Perpetual Private’s investment offering. Prior to joining Perpetual, Devendran worked at Macquarie Group where he held various roles within its Banking and Financial Services division.

Devendran holds a combined double degree of a Bachelor of Applied Finance with Bachelor of Commerce (Professional Accounting) from Macquarie University and is a CFA® charter holder.

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.

Herbert joined Perpetual Private’s Investment team as a Quantitative Analyst in Dec 2025. He is responsible for governance, reporting, and analytics on the performance of Perpetual Private’s various investment portfolios. He provides quantitative and technical support to the Perpetual Private Investment team and Perpetual Private Direct Equities team, helping with investment research, portfolio management, performance reporting, and adviser and client collateral. Additionally, he assists the day-to-day portfolio management activities for/on behalf of the investment portfolios.

Prior to joining Perpetual, Herbert was an Associate at Macquarie Group within its Treasury department, with a focus on market-driven liquidity risk in the Commodities & Global Markets division. He started his career as a Graduate Quantitative Trader at Susquehanna International Group on the Hong Kong Options market-making desk. Herbert holds a combined double degree of Bachelor of Actuarial Studies & Applied Finance from Macquarie University.