Simon Shields

CFSIL seeks to generate competitive returns over the long-term. Their wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity.

UBS AM Australia is an active manager which aims to deliver outcome orientated investment solutions for clients, underpinned by a team-based approach and disciplined risk management. The firm combines a disciplined investment philosophy, fundamental research, rigorous risk management and a diversified investment offering to construct portfolios. They offer extensive insight and expertise across traditional, alternative and passive strategies.

Provides asset management services

Stewart Investors manages funds across a diverse range of domestic and global asset classes, including Australian and global equities (such as global listed infrastructure, property securities and Stewart Investors), short term investments and cash. They manage long-only equity strategies investing in Asia, Europe, Global Emerging Markets, Indian Subcontinent and Worldwide. They take a long-term bottom-up and benchmark agnostic approach to investing in high-quality companies that contribute to, and benefit from, sustainable development.

Monash Investors aims to generate double digit returns p.a. (after fees) over a full investment cycle, and avoid loss of capital over the medium term.

Provides investment advice

Provides investment services