With over two decades of experience in financial markets, including the past nine years as an Investment Adviser, Charles specialises in managing a diverse portfolio of private client relationships. He works with sophisticated wholesale clients, high net worth clients, family offices, and charities through to other institutional clients.
After graduating with a Bachelor of Economics, achieving a Double Major in Finance and Economics from The University of Sydney, Charles moved to London for five years to trade fixed income financial futures and worked for eight years in the credit markets at both J.P. Morgan and Bank of America. Having a proprietary trading and positioning mindset, he is passionate about strategising with clients on global markets, promoting a client-centric culture, building long-term relationships, and leading initiatives that strengthen both client engagement and team cohesion.
Charles’s goal is to always be consistent to exceed performance benchmarks while driving enduring client satisfaction and trust. His focus has always been on driving sustainable growth for clients, leveraging a deep understanding of risk management and portfolio optimisation to align with their unique financial objectives.
Charles specialises in investment advice and research, tactical and strategic asset allocation, stockbroking, portfolio management and construction, in addition to having expertise in fixed income and credit products, and multi-currency investment strategies.
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