Posted on 20/4/2021
Head of Perks Private Wealth Simon Hele said that the appointment of an experienced executive like Christo reinforces the firm’s commitment to further building out its investment research capabilities and continuing to enhance its innovation in investment strategies.
“In recent years, we’ve seen in-house investment research and wealth advice capabilities drop away across Australia. On our side, we see strength and depth in these areas as key points of difference that benefit our clients through the level of sophistication in our advice and the diversity of market information that we have access to. This is a key reason that we continue to devote significant resources in these areas” he said.
“Our Perks Private Wealth Team continues to be emboldened by the opportunities to build out our internal resources to the betterment of our clients and the advice we provide. We’ve been on a strong growth trajectory over the past 24 months, underpinned by the appointment of a Head of Investment Research in Jason Russo, acquisition of Wotherspoon Wealth and now with the appointment of Christo as Chair of our Investment Committee.”
Christo’s extensive experience in investments spans over 30 years and includes renowned investment organisations such as BlackRock and Argo Investments. He is currently the Chief Investment Officer at leading Australian investment manager, Ellerston Capital, which has more than $4 billion in funds under management.
Christo said he hopes to leverage his experiences in Australia and abroad to help expand the investment opportunities available to Perks Private Wealth clients.
“Over the course of my career, I’ve had exposure to a wide range of markets and investment opportunities beyond typical asset classes, such as equity markets and property,” he said.
“What really attracted me to Perks Private Wealth was the opportunity to share these learnings with their impressive Investment Committee and continue to build on the firm’s in-house research capabilities, which is an expertise very few firms in South Australia possess.”
Christo commences his role as Chairman of the Investment Committee as of May, 2021.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon listens then develops tailored wealth management strategies for his clients, leveraging his strength in constructing and maintaining multi-asset class portfolios.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.