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.

Our dedicated adviser from Evans and Partners, Michael manages the investment affairs of high-net-worth families, individuals and not-for-profit organisations.

His experience in investment markets, spans across advisory and dedicated investment research roles.

Michael has previously held roles with Perpetual Limited, Goldman Sachs  and JB Were.

Michael has a thorough understanding of wealth creation, in the context of day-to-day financial needs.

Michael Clegg

Senior Investment Adviser, Evans & Partners

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