Toby spent the early part of his career in institutional funds management in London. Prior to relocating to Australia in 2010, he held roles in research and portfolio management at SG Global Private Banking and HSBS Private wealth Managers
Toby is ideally placed, as an independent, to provide asset allocation guidance and effective ways to implement portfolios, as well as assessing investment opportunities and structures that best meet clients’ needs in regard to equities (global and domestic), property and fixed interest structures. He undertakes in-depth analysis of investment funds and managers to develop better investment opportunities and returns for clients.
Toby holds a Bachelor Laws honours degree and a Maitrise, both in English and French Law from the University of London and Paris respectively. He also holds a Master Degree in Financial Economics from the University of London. He is a CFA charterholder, a certified Financial Risk Manager as well as a graduate member of the Australian Institute of Company Directors. Toby is currently a member of the Sydney CFA Society’s Member Education Committee.