Executive Team

Glen has over 18 years of experience in financial markets across Australia and Europe, as Chief Investment Officer of a Sydney based HNW private wealth firm, and in institutional markets roles at top tier global investment banks and broking firms, including Citigroup and UBS.

Since 2014, Glen has developed and executed an investment process that leverages institutional grade “quantamental” portfolio management techniques to construct direct securities multi-asset portfolios aimed at private clients. The success of Glen’s approach has been demonstrated by outperformance vs established benchmarks across each risk profile.

Glen has held roles in both institutional equities research and sales trading and has extensive experience advising fund managers on securities analysis, market strategy and stock specific trade views. In 2011 Glen was awarded top performer in Citigroup’s Alpha Generator, which provides actionable trade ideas to institutional clients, achieving a long-short equity portfolio return of +31.5% and a Sharpe ratio >2.5.

Glen has a Masters in Applied Finance from the University of Melbourne and is a qualified member of the Institute of Chartered Accountants in Australia and New Zealand. He has an undergraduate degree in Accounting and Business Law and a Diploma in Financial Planning.

Nick has over 20 years of experience in financial markets, including 7 years at Citigroup as a Director and Head of Australian Quantitative Research, and 2 years at Colonial First State Global Asset Management within their $5bn institutional Australian equities fund.

Nick’s particular expertise is quantitative finance, where he is an expert in conceiving, implementing and trading equities and multi-asset models that incorporate the latest techniques including macro-economic, company level and sentiment driven metrics to deliver positive portfolio return outcomes for clients.

Between April 2016-April 2018, Nick was responsible for the overhaul of the CFSGAM Core Australian Equities portfolio, introducing quantitative rigour and process, driving up return outcomes including 2.2% outperformance of the index in the 12m running into February 2018, on the $5Bn active Australian Equities portfolio.

Nick has a Masters of Aeronautical Engineering degree from Imperial College, University of London, and a Masters of International Business and Finance from the University of Sydney, and is a fluent French speaker.

David has significant experience in senior investment and governance roles at large Australian financial services institutions, including serving as Head of Equites, and Director of Investments (CIO) at IAG and State Street respectively.

From 1988-2018, David held institutional funds management roles within Westpac Investment Management, State Street Global Advisors, Insurance Australia Group (IAG), Mercers and Colonial First State Global Asset Management.

David is a member of the CFA Institute, and the Australian Institute of Company Directors. He also has a Masters in Finance and Economics and an undergraduate degree in Engineering.

Richard is a global investment strategist with 20 years experience in the funds management & investment research fields. Over this time Richard has held senior investment strategist positions at BT Funds Management and at Citigroup in both London and Sydney.

Whilst a Director in Citi's London based Global Equity Strategy team from 2011 to 2017, Institutional Investor Magazine ranked Richard in 3 separate research categories (investment strategy, quantitative analysis, innovative research).

Through his career Richard has covered all major asset classes: equities, rates, FX, credit and commodities, and run outperforming portfolios at the multi-asset, equity country, sector and stock levels. At BT Richard was an asset allocation specialist.

Richard is a graduate of Queensland University of Technology where he received a first class honours degree in Finance and was awarded the University Medal.