Beyond our investment committee lies a dedicated team of professionals who ensure every aspect of your wealth management experience reflects institutional quality and personal attention.
Our 31-person team combines deep investment expertise with operational excellence, technology innovation, and exceptional client service to deliver institutional-quality outcomes.
Senior investment professionals with decades of institutional experience making all portfolio decisions.
Dedicated client relationship managers ensuring exceptional service delivery and communication.
Technology and operations professionals maintaining our advanced investment platform and ensuring seamless execution.
Experienced professionals focused on educating sophisticated investors about institutional-quality wealth management.
Senior investment professionals with decades of institutional experience making all portfolio decisions.
Dedicated client relationship managers ensuring exceptional service delivery and communication.
Technology and operations professionals maintaining our advanced investment platform and ensuring seamless execution.
Experienced professionals focused on educating sophisticated investors about institutional-quality wealth management.
Senior executives with decades of experience in institutional investment management, private banking, and technology innovation leading each functional area.
Founder and CIO of Investor Pulse, bringing over a decade of financial markets experience and portfolio management insight to retail investors. Leads investment research, model portfolio development and retail capital engagement at InvestHouse’s retail platforms. Based in Sydney with a strong media and content presence informing investors on strategy and market dynamics.
Retail portfolio construction, investment research, market commentary, financial education
Seasoned institutional equities and capital markets professional with extensive experience across major Australian and global brokerages and private banks. Former Head of Institutional Equities at Ord Minnett and senior roles at Canaccord and other firms, now leading capital markets origination and execution at InvestHouse. Based in Australia with a strong track record in deal structuring, institutional client engagement, and cross-border execution.
Institutional equity distribution, capital markets execution, equity deal origination, investor relations
Experienced market strategist and wealth specialist with a strong focus on investor education, market analysis and institutional engagement. Active in leadership roles across InvestHouse’s wealth and market commentary functions, and a recognized public speaker on investing themes in Australia.
Market analysis, wealth management strategy, institutional investor relations, financial markets commentary
CEO & Co-Founder of InvestHouse AI with a strong track record in fintech, institutional markets and capital raising. Former derivatives trader and Managing Director at OpenMarkets, co-founder of fintech TradeFloor, and long-time leader in financial technology and investment infrastructure. Passionate about innovating capital markets through technology and education.
Capital markets strategy, product innovation, investor tech platforms, fundraising
Founder and CIO of Investor Pulse, bringing over a decade of financial markets experience and portfolio management insight to retail investors. Leads investment research, model portfolio development and retail capital engagement at InvestHouse’s retail platforms. Based in Sydney with a strong media and content presence informing investors on strategy and market dynamics.
Retail portfolio construction, investment research, market commentary, financial education
Macquarie University
Our culture is built on shared values that guide every interaction, decision, and relationship. These principles attract exceptional talent and ensure consistent client experiences.
We apply the same rigorous standards and processes used by the world's most sophisticated institutional investors.
Every decision is evaluated through the lens of client benefit, long-term relationships, and sustainable value creation.
We acknowledge the limits of our knowledge while maintaining confidence in our systematic processes and long-term approach.
We build relationships and business practices designed to span decades, not quarters, ensuring sustainable outcomes for all stakeholders.
We apply the same rigorous standards and processes used by the world's most sophisticated institutional investors.
Every decision is evaluated through the lens of client benefit, long-term relationships, and sustainable value creation.
We acknowledge the limits of our knowledge while maintaining confidence in our systematic processes and long-term approach.
We build relationships and business practices designed to span decades, not quarters, ensuring sustainable outcomes for all stakeholders.
Quantifiable measures of our team's experience, stability, and commitment to delivering exceptional outcomes for sophisticated investors.
Meet the team who will manage your wealth with institutional expertise, personal attention, and unwavering commitment to your long-term success.