Listed financial services company Equity Trustees Limited has created the position of investment portfolio manager in its asset management business, and appointed James Buckley to the role.
Mr Buckley will work closely with Equity Trustees’ advice and personal services team and his responsibilities will include communicating with private clients as well as wealth management partners about Equity Trustees’ investment approaches and strategies. He is based in Melbourne and reports to George Boubouras, chief investment officer.
Mr Boubouras said that the continued expansion of Equity Trustees’ asset management business made it necessary to add an experienced portfolio manager to the team.
“James has a depth of experience that will be invaluable to our business as we continue to build our capabilities and approaches. We are very pleased to have attracted someone of James’s calibre,” Mr Boubouras said.
Mr Buckley has over 20 years’ experience in investments and financial services, working in Australia and the UK for both private clients and large institutions across asset classes. He joins Equity Trustees from Phillip Capital Australia where he was head of asset management, and he has also worked at NAB Private Wealth as an investment consultant. Prior to this, he held several senior roles at UBS Wealth Management in both Australia and the UK, including head of managed funds.
Mr Buckley holds a graduate diploma in applied finance and investment from the Securities Institute of Australia, and a bachelor of arts from Melbourne University. He holds an Investment Management Certificate (UK) and SFA Securities and Investment Certificate (UK).
Equity Trustees Limited (EQT) is a publicly listed company that provides a range of financial services to corporate and private clients. Its businesses include asset management, distribution, responsible entity appointments, private client wealth management, and corporate and personal superannuation.
For more information please contact:
Lisa Barp, General Manager Marketing
Phone: 03 8623 5396
26 February 2014