Over the past few months we have been reviewing our Investment Committee strategy to ensure that we are constantly enhancing our capability and skills, so that we continue to deliver strategic portfolio growth for our clients so you are best positioned to achieve your financial and lifestyle goals.
Partners Wealth Group believes that asset allocation is a key driver of performance and looks to benefit from this through well-thought tactical asset allocation positions derived from a deep understanding of the macroeconomic environment.
Our current Chief Investment Officer, Jonathan Bayes, has decided to leave Partners Wealth Group and take up a new position as Head of Institutional Equities with Credit Suisse, and we wish him all the very best with this. As a result, to guarantee that we continue to have the expertise required to be market leaders, we are pleased to announce some changes to our Investment Committee.
- Matthew Leong, who has been with Partners Wealth Group for over 6 years, has been promoted to Senior Portfolio Analyst. Matt has deep understanding of the macro and microeconomic environments and is well regarded for his insights and advice. Click here to view his latest Q&A video with our MD, Mathew Cassidy, discussing the September 2020 market update, the impact of COVID and results he has seen and what impacts this has had on portfolios.
- As a result of Matt’s promotion, we are recruiting for a new Portfolio Analyst to support Matt and the advisor team as we continue to invest for the future.
- Mathew Cassidy will step into the Chief Investment Officer role following Jonathan Bayes’ recent departure. Mathew has been with Partners Wealth Group since the beginning in 2003 and has over 25 years’ experience in financial services in Australia and overseas.
We look forward to updating you on further appointments as they are made. We are excited to be entering the next phase of growing our Investment Committee so that we can continue to provide you with the best advice and expertise possible in order to position you well for the future.
If you have any questions in the meantime, please contact Partners Wealth Group on 1800 333 143, and we will be happy to help you.