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.


Most people think that a Chief Investment Officer lives to choose investments, however, in reality, it’s a leadership role, strategically building the expert teams that build high-performing portfolios, and innovating processes that deliver enduring quality and consistency over time.

James’s unwavering commitment to people and process will be evident from the moment you meet him.

His steadfast belief and practice empowers our exceptional team perform with outstanding results.

James has a continual drive to be the best leader he can be, employing the best professionals in the market, to make IP the best it can possibly be, and to do only those things that improve our service, advice, and solutions.

His philosophy is carried through the whole team – ensuring we respect what people have empowered us to do and always living up to those expectations. In Investment Partners, James has created a boutique firm that combines the agility and energy its diminutive size, with all the strategic and worldly professionalism of a big business.

Inevitably the success of any wealth plan is driven by smart investment.

From his experience of wealth management, James knows only too well that you can’t out-train a bad diet and you can’t out-strategise bad investment choices. He knows that whatever he does strategically can all be eroded by poor, ill-informed investment – that’s why he took the initiative to build Investment Partners and take full ownership and responsibility of this critical foundation of wealth creation.

James’s Investment philosophy is inherent in Investment Partners’ DNA. Going the extra mile for every client is simply second nature to our team, driven by a quest for excellence and your success.

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James Beresford

Chief Investment Officer

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