Investment Management & Superannuation

We are specialists across the spectrum of Investment Management.  Our teams, based in Sydney and Melbourne have National coverage and recruit for a broad range of Global and Domestic Investment Managers.  Our team have an exceptional understanding of the evolving Investment Management industry and have a strong grasp of the markets best talent.  Each team member has exposure recruiting across Equities, Fixed Income, ETP’s and Alternatives.

Specific roles types we would recruit

  • Sales (Institutional & Retail)
  • Portfolio Management / Investment Analyst
  • Strategy
  • Asset Consulting
  • Marketing and Communications
  • Product
  • Operations
  • Client Services

Recent Successes

Investment

  • Chief Investment Officer
  • Head of Asset Allocation
  • Portfolio Manager
  • Investment Analyst

Distribution & Marketing

  • Head of DIstribution
  • Business Development Manager Institutional
  • Business Development ManagerRetail
  • Key Account Manager
  • Business Development Associate
  • Head of Client Service
  • Head of Marketing
  • Investment Communications Manager
  • Events Manager

Finance & Operations

  • Chief Financial Officer
  • Financial Controller
  • Chief Operations Officer
  • Investment Operations Manager

Risk & Compliance

  • Company Secretary
  • In-house Counsel
  • Risk Analyst

Product

  • Head of Product
  • Product Manager
  • Investment Specilaist

Information Technology

  • Business Analyst
  • Systems Analyst
  • Project Manager

Meet the Team

 
Ashton Bilbie

Ashton Bilbie

Managing Director, Sydney
  • Funds Management - Sales (Retail/Insto)
  • Funds Management - Investment (CIO, Portfolio Managers, Analysts, Team lifts)
 
David Ashton

David Ashton

Director, Financial Services Sydney, Sydney
  • Executive Level (CEO, CIO, COO, CRO, CMO)
  • Senior and General Management
 
Philip McLean

Philip McLean

Associate Director , Sydney
  • Investment Banking – Public (Research, Trading, Sales)
  • Investment Banking – Private (Corporate Advisory, Analyst)