Jon has operational responsibility for ensuring that the collective decisions of the committee are reflected in client portfolios. His experience in financial services began more than 20 years ago , initially in providing advice to individual clients on their financial affairs and portfolio management, and later managing the Individually Managed Account (IMA) service of a leading Sydney private wealth advisory firm.

Jon is a Certified Investment Management Analyst (CIMA®) and brings extensive experience in the day-to-day management of our MDA service, including portfolio modelling, trading and settlement. In addition, he provides regular concise commentary for investors on the factors that influence portfolio management decisions, and speaks regularly to advisers, clients, industry events and the media on financial markets, asset allocation, managed accounts and Exchange Traded Funds.

Tim’s has more than 40 years’ experience in the investment industry and has been a leader in providing asset allocation advice in Australia since 2000. He brings a unique combination of analytics, understanding of financial markets, knowledge of capital market history and insight into the practical requirements of portfolio management.

Tim was an Executive Director of Macquarie Bank Ltd and a Director of Macquarie Investment Management Ltd. During his tenure at Macquarie he sat on the MIML Asset Allocation and Risk Committees and was responsible for the long term Forecasting program which predicted the bear market in US equities, using the same principles that are the foundation of the Implemented Portfolios investment process.

As a leading macro economist, Jonathan provides regular commentary on the key events which are likely to shape and define capital markets over the years ahead. Jonathan was formerly Executive Director and Chief Investment Strategist of HFA Asset Management.

He has over 35 years of international investment experience including 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.