Experience

Mutual Trust Pty Ltd

• Australia
• Financial Services
• 100 - 200 Employee

• Head of Sydney

  • Dec 2020 - Present

  Head of Sydney at Mutual Trust Pty Ltd Head of Sydney at Mutual Trust Pty Ltd



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Head of CPO

  • Mar 2009 - Dec 2020

  Appointed to establish the CPO to conceptualise, develop and lead the Ultra High Net Worth business segment within Commonwealth Private. The business provides a unique offering - wealth management and investment advice to UHNW families (>$10m). Asset under Advice stood at $1.4bn in June 2020 and the business generated $8.2 million of revenue in FY2020. I managed a team of 22 full time employees across Melbourne, Sydney and Brisbane, including relationship managers, technical investment specialists and technical structuring specialist, as well as a complete middle office operations team. A predominantly wholesale proposition, the business was built utilising its own bespoke infrastructure consisting of an external custodian and a state of the art, world's best of class reporting system, global, multi-currency, any asset class, with the ability to provide bespoke and consolidated reporting.



Macquarie Private Bank

• Partner / Associate Director

  • Jan 2005 - Feb 2009

  Reported to the Head of Macquarie Private Bank, responsible for Private Banking services for Ultra High Net Worth individuals. Included wealth management (financial planning) and investment management. Structuring lifestyle and financial assets for individuals - setting up appropriate legal entities and structures for wealthy families to manage their financial affairs. As one of the Partners in the Private Bank, I managed a team of four individuals and covered 32 ultra-high net worth client relationships (average account size $10 million), for a total of approx. $340 million of Assets under Advice.



Goldman Sachs International

• Managing Director

  • Aug 1990 - Jun 2003

  1999-2003 Private Wealth Management, Germany - Managing Director Regional Manager for PWM Department of GS, Germany. Leading a group of 24 PWM (total of 53 employees) Professionals to cover Germany’s and Austria’s HNW Individuals. Commercial Aspects: FuM increased by 5% CAGR from 1999 to 2002 – significant interaction with large clients of the firm – involvement in large number of client solicitations – player/coach with new hires – continuous mentoring and motivating of sales force during these challenging times – active role in the placement of new products with clients and prospects – entire reorganization of targeting effort across the office, which resulted in a more focused and efficient approach to new prospects/clients – close interaction with our Investment Banking Division on targeting of Mittelstand families; Funds under Advice: Eur 1.8 billion; Funds under Management: Eur 3.2 billion. 1993-1999 Goldman Sachs International, London, England - Executive Director Convertible Sales & Trading Department - responsible for institutional client base in Germany, Switzerland, and Italy, which invests in hybrid equity - annual business generated: $3.5-4.5 million 1990-1993 Goldman Sachs International, London, England, Financial Analyst & Associate Equity Capital Markets and Corporate Finance