OUR PEOPLE

While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.

Steve’s extraordinary combination of technical, research, and communication expertise has taken him to the highest levels of academia, finance and business.

Steve played a key role in helping to grow the Australian arm of global asset manager, Dimensional Fund Advisors and managed Australian and global equity portfolios, the Asia Pacific trading team and the introduction of direct market access trading and fixed interest strategies.

Steve also held a key role in helping to communicate investment processes to institutional and advisor clients and prospects. He has the gift of synthesizing complex ideas, adding context and bringing them to life in new ways for multiple audiences.

Steve served on the faculty of the University of New South Wales, with teaching and research interests in quantitative finance. 

Dr Stephen Garth

Independent Investment Adviser

The difference is our PEOPLE

  • All
  • Advisers
  • Board
  • Investment Committee
All
  • All
  • Advisers
  • Board
  • Investment Committee

James Beresford

Chief Investment Officer

Trudi Beresford

Senior Adviser

Harry Bronn

Senior Adviser

Scott Marshall

Head of Investments

Saul Eslake

Manager | Chief Economic Adviser

Victor Chau

Investment Committee Chair

Dr Stephen Garth

Independent Investment Adviser

Michael Clegg

Senior Investment Adviser, Evans & Partners