Experience at the Helm
Steven has over forty years of investment experience having started in financial markets in the early 1970’s. He has held such positions as Senior Portfolio Manager and member of the Asset Allocation Committee at AMP. For seven years he was the Chief Executive of ABN Amro. Steve currently holds a number of board positions, including Chairman of nib holdings limited, Director of Australian Pipeline Limited, Deputy Chairman of the Taronga Conservation Society Australia and Chairman of Global Valve Technology Pty Limited.
Chris has held senior Fund Management and Broking positions within the Jardine Fleming Group in Japan, Hong Kong and Singapore. He was also a Director of Jardine Fleming Ord Minnett and Chairman of Investor’s Mutual and Investor Web and is currently a Director of several Asian focussed investment funds. He also Chairs Boardroom Australia and is a Director of Boardroom Limited in Singapore. Chris also acts an Executive Coach.
Stephen has over forty years of experience as an economist and financial markets strategist in banking, broking, and funds management. He has worked as Chief Economist with Equitilink and UBS. He worked on the Secretariat of the Australian Financial System Inquiry (Campbell Committee) in 1980, helping draft recommendations that led to the deregulation of the Australian financial system. He is an honours graduate in Monetary Economics from the London School of Economics.
Peter has held such positions as an Industrial Analyst at BZW Australia (now ABN Amro), Director reporting to Head of Research, was on the Equities Executive Committee, and Director and Head of Industrial Research. He has a B.Sc. in Chemistry, B.E. in Chemical and Materials Engineering, and Graduate Diploma in Finance and Investment. He has over 25 years of experience in investment markets.
Jonathan has thirty years of international investment experience. He has held such positions as Chief Investment Strategist of HFA Asset Management, Chief Investment Officer of Rothschild Australia Asset Management, Head of Investments at Gulf International Bank in Bahrain, and Chair of the International Asset Allocation Committee at Paribas Asset Management in London. He holds a joint honours degree in Economics and Politics from Keele University, and a Masters degree in the Economics of Finance and Investment from Exeter University.
Ian has over thirty years of experience in equity research, investment strategy, and portfolio management. He has held such positions as Equity Analyst with Meares and Philips, Research Director of BZW Australia: covering equity strategy and industrial research. He was also Regional Research Director with BZW Asia, and Director of Asian Research at Lehman Brothers Asia: where he chaired the Investment Policy Committee and was the firm’s supervisory Analyst for the Asia Pacific Region. He has also managed the strategic global equity investments for the Lowy Family Private Fund. He currently heads his own investment firm.
Richard has over thirty years of experience in private client portfolio management in London, Hong Kong, and Australia. Richard started his career with Deloittes in London, before cutting his investment teeth with The Rothschild family. He was the founding research director at S&P Fund Research UK, and Investment Director at Hill Samuel Pacific in Hong Kong. He has also held senior positions with Hambros Pacific in Hong Kong, Alliance Capital in Asia, and ANZ Private Bank. He is currently director at Peak Investment Partners.
David has over twenty years experience in stock broking and funds management. He has held such positions as a dealer on the options trading floor, the manager of the branch office network for stockbroker Rivkin Croll Smith: based in Melbourne. Since 1998 he has managing several private companies involved in options trading and investment in listed and unlisted equities. He is currently the Managing Director of Noontide Investments Ltd. He has a Bachelor of Arts majoring in Politics from Macquarie University.
Grant has over thirty years of experience in equity markets. Prior to forming Providence he was a Director of ABN Amro, and Head of Retail Broking. He has also held other senior positions such as Senior Institutional Dealer, Head of the Sydney Institutional Dealing Desk, and also Head of Corporate Liaison.
Michael has over twenty years of experience in investments, starting his career at JPMorgan Investment Management in London in the early 90’s. In Australia, Michael worked for AMP Asset Management holding senior roles in institutional equities, and for Deutsche Bank as a Client Advisor in Private Banking. Michael has an MA(Honours) Economics from Aberdeen University.
Steve has over 20 years of investment and finance experience, including as Director and Head of Private Wealth for Ord Minnett, Chairman of the Ord Minnett Investment Committee and Head of Asset Allocation for Goldman Sachs JBWere Private Wealth Management. Steve holds a PhD in Applied Finance, is an Honorary Fellow at Macquarie University and a Trustee Director and Chairman of the Investment Committee of major industry super fund QSuper.
James has over twenty years of investment market experience (cash equities). Prior to joining Providence, he held the position of Deputy Head of Domestic Sales at CIMB Securities (Australia) and was a member of the CIMB Equities (Australia) Management Committee. He has also held positions as Director - Sales at RBS, ABN AMRO and Sales at Deutsche Bank. James was responsible for Melbourne Sales/Account management in his previous roles over the last decade and in the last two years, was also responsible for New Zealand.