HM1 Board of Directors
The Board of Directors for HM1 is an experienced group of investment management professionals, with a broad range of financial and commercial expertise. Each Director contributes their time and expertise on a pro-bono basis to support our philanthropic mission.
Investment Committee
The Investment Committee meets regularly to review the portfolio and to ensure HM1 delivers on its stated investment strategy.
HM1 Conference Fund Manager Selection Working Group
The HM1 Conference Fund Manager Selection Working Group oversees the nomination and selection process of the Conference Fund Managers who present their highest conviction idea at the annual Sohn Hearts & Minds Conference.
Management Team
Our Management Team oversees day-to-day operations across the Hearts & Minds Group.
Service Providers
The ongoing support of our key service providers is critical to achieving HM1’s philanthropic purpose, enabling us to maximise our impact.
Lorraine Berends AM
Chair
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Dr Gary Weiss AM
Chair
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Chris Cuffe AO
Chair
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Richard Howes
Group Managing Director
Richard Howes
Richard Howes joined Hearts and Minds Investments as a Managing Director in June 2025. He has over 30 years' financial services experience, managing multi-billion-dollar investment and hedge portfolios.
He spent 19 years at ASX-listed Challenger (over AU$100 billion in assets), including as Group CEO, Chief Investment Officer and Chief Executive of the annuity business, which grew from AU$3 billion to over AU$25 billion.
He began his career at Queensland Investment Corporation in 1992, then held trading and derivatives roles at Zurich Capital Markets, Macquarie and Bankers Trust.
He co-founded and chairs the Financial Markets Academy (FINMA) and sits on the UTS Council, chairing its Finance Committee. He is a director of Edge Zero (grid monitoring hardware) and an advisory board member of Transatlantic Power Holdings (US wind and solar assets).
Richard holds a BCom (First Class Honours) and BEc from the University of Queensland, and completed Harvard's Advanced Management Program.
Richard Howes
Richard Howes joined Hearts and Minds Investments as a Managing Director in June 2025. He has over 30 years' financial services experience, managing multi-billion-dollar investment and hedge portfolios.
He spent 19 years at ASX-listed Challenger (over AU$100 billion in assets), including as Group CEO, Chief Investment Officer and Chief Executive of the annuity business, which grew from AU$3 billion to over AU$25 billion.
He began his career at Queensland Investment Corporation in 1992, then held trading and derivatives roles at Zurich Capital Markets, Macquarie and Bankers Trust.
He co-founded and chairs the Financial Markets Academy (FINMA) and sits on the UTS Council, chairing its Finance Committee. He is a director of Edge Zero (grid monitoring hardware) and an advisory board member of Transatlantic Power Holdings (US wind and solar assets).
Richard holds a BCom (First Class Honours) and BEc from the University of Queensland, and completed Harvard's Advanced Management Program.
Lorraine Berends AM
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Chris Cuffe AO
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Charlie Lanchester
Chief Investment Officer (HM1, HM3)
Charlie Lanchester
Charlie is the Chief Investment Officer of Hearts and Minds Investments Limited (ASX: HM1), joining the team in March 2023. Charlie is a former Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities.
Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions of Indonesia. Charlie is also a director of The Australia Institute, a think tank based in Canberra, and Founding Partner of Crestline part of Five V Capital which backs operators who are seeking to acquire and grow SME businesses across Australia and New Zealand.
Charlie Lanchester
Charlie is the Chief Investment Officer of Hearts and Minds Investments Limited (ASX: HM1), joining the team in March 2023. Charlie is a former Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities.
Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions of Indonesia. Charlie is also a director of The Australia Institute, a think tank based in Canberra, and Founding Partner of Crestline part of Five V Capital which backs operators who are seeking to acquire and grow SME businesses across Australia and New Zealand.
Guy Fowler OAM
Guy Fowler OAM
Guy is a co-founder of the Hearts and Minds Investment Conference. He is currently Co-Executive Chairman of Barrenjoey Partners and has been involved in financial markets for over 30 years. He spent 27 years at UBS Australia in various roles including Head of Corporate Finance and Head of Equity Capital Markets. In these roles he has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Guy is a Panel Member of Adara Partners where he donates his time to advise on corporate transactions. He has a Bachelor of Economics from Macquarie University and is a qualified Chartered Accountant.
Guy Fowler OAM
Guy is a co-founder of the Hearts and Minds Investment Conference. He is currently Co-Executive Chairman of Barrenjoey Partners and has been involved in financial markets for over 30 years. He spent 27 years at UBS Australia in various roles including Head of Corporate Finance and Head of Equity Capital Markets. In these roles he has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Guy is a Panel Member of Adara Partners where he donates his time to advise on corporate transactions. He has a Bachelor of Economics from Macquarie University and is a qualified Chartered Accountant.
Maggie O'Neill
Group Chief Operating Officer
Maggie O'Neill
Maggie O’Neill is passionate about connecting people and bold ideas to drive meaningful change and deliver lasting impact. As a founding team member of Hearts & Minds, she has played a key role in growing the organisation into one of Australia’s leading corporate givers - on track to donate $100 million to Australian medical research within its first 10 years.
Maggie is Chief Operating Officer of Hearts and Minds Investments Limited (HM1), an $800m+ ASX-listed fund with a dual purpose: delivering investment returns while accelerating medical breakthroughs through long-term funding and strategic partnerships.
She has been a driving force in shaping Sohn Hearts & Minds since day one - Australia’s premier finance and philanthropy conference - which has toured iconic venues including the Sydney Opera House, Melbourne’s Hamer Hall, MONA in Hobart, and Adelaide’s Festival Theatre.
Maggie started her career at UBS, gaining multidisciplinary experience across asset management, wealth management, and corporate communications.
A believer in lifelong learning, she has completed executive education at Stanford Graduate School of Business, and postgraduate studies in Creative Intelligence at UTS. Her international study experiences in Sweden, China, and the United States continue to shape her thinking and curiosity.
Maggie O'Neill
Maggie O’Neill is passionate about connecting people and bold ideas to drive meaningful change and deliver lasting impact. As a founding team member of Hearts & Minds, she has played a key role in growing the organisation into one of Australia’s leading corporate givers - on track to donate $100 million to Australian medical research within its first 10 years.
Maggie is Chief Operating Officer of Hearts and Minds Investments Limited (HM1), an $800m+ ASX-listed fund with a dual purpose: delivering investment returns while accelerating medical breakthroughs through long-term funding and strategic partnerships.
She has been a driving force in shaping Sohn Hearts & Minds since day one - Australia’s premier finance and philanthropy conference - which has toured iconic venues including the Sydney Opera House, Melbourne’s Hamer Hall, MONA in Hobart, and Adelaide’s Festival Theatre.
Maggie started her career at UBS, gaining multidisciplinary experience across asset management, wealth management, and corporate communications.
A believer in lifelong learning, she has completed executive education at Stanford Graduate School of Business, and postgraduate studies in Creative Intelligence at UTS. Her international study experiences in Sweden, China, and the United States continue to shape her thinking and curiosity.
Matthew Grounds AM
Matthew Grounds AM
Matthew is a co-founder of the Hearts and Minds Investment Conference. He is currently the Co-Executive Chairman of Barrenjoey Capital.
Prior to Barrenjoey, Matthew held a number of local and global senior leadership roles at UBS over a 25 year period, including Joint Global Head of the Investment Banking business, Head of Capital Markets, Head of the Corporate Advisory business and, most recently, Chief Executive Officer and Country Head of UBS Australasia from 2008 to 2019 when he retired. In these roles Matthew has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Matthew is also Chairman of the Victor Chang Cardiac Research Institute, an Advisory Board Member of JDRF, a Director of the Financial Markets for Children Foundation, a Panel Member of Adara Partners and Chairman of NSW Govt. Cardiovascular Research Advisory Group. He is a former a member of the University of New South Wales Council where he served for 18 years.
Matthew holds a Bachelor of Commerce (Finance major) from the University of New South Wales and a Bachelor of Laws from the University of New South Wales.
Matthew Grounds AM
Matthew is a co-founder of the Hearts and Minds Investment Conference. He is currently the Co-Executive Chairman of Barrenjoey Capital.
Prior to Barrenjoey, Matthew held a number of local and global senior leadership roles at UBS over a 25 year period, including Joint Global Head of the Investment Banking business, Head of Capital Markets, Head of the Corporate Advisory business and, most recently, Chief Executive Officer and Country Head of UBS Australasia from 2008 to 2019 when he retired. In these roles Matthew has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Matthew is also Chairman of the Victor Chang Cardiac Research Institute, an Advisory Board Member of JDRF, a Director of the Financial Markets for Children Foundation, a Panel Member of Adara Partners and Chairman of NSW Govt. Cardiovascular Research Advisory Group. He is a former a member of the University of New South Wales Council where he served for 18 years.
Matthew holds a Bachelor of Commerce (Finance major) from the University of New South Wales and a Bachelor of Laws from the University of New South Wales.
Tony Bofinger
Head of Financial Control and Investment Operations
Tony Bofinger
BEc, MBA, FIAA, GAICD
Tony Bofinger is an actuary with over 30 years’ experience in life insurance, superannuation and investments, with expertise in risk management, capital management and finance. He was the Chief Risk Officer of Challenger Limited, and prior to that Appointed Actuary and Chief Financial Officer of Challenger Life Company Limited. Before joining Challenger, he held a range of executive positions in direct insurance, reinsurance and consulting. He is a non-executive director of several Challenger Limited subsidiary companies, Avant Mutual Group Limited and several of its subsidiaries, and RAC Insurance Pty Limited.
Tony Bofinger
BEc, MBA, FIAA, GAICD
Tony Bofinger is an actuary with over 30 years’ experience in life insurance, superannuation and investments, with expertise in risk management, capital management and finance. He was the Chief Risk Officer of Challenger Limited, and prior to that Appointed Actuary and Chief Financial Officer of Challenger Life Company Limited. Before joining Challenger, he held a range of executive positions in direct insurance, reinsurance and consulting. He is a non-executive director of several Challenger Limited subsidiary companies, Avant Mutual Group Limited and several of its subsidiaries, and RAC Insurance Pty Limited.
Richard Howes
Richard Howes
Richard Howes joined Hearts and Minds Investments as a Managing Director in June 2025. He has over 30 years' financial services experience, managing multi-billion-dollar investment and hedge portfolios.
He spent 19 years at ASX-listed Challenger (over AU$100 billion in assets), including as Group CEO, Chief Investment Officer and Chief Executive of the annuity business, which grew from AU$3 billion to over AU$25 billion.
He began his career at Queensland Investment Corporation in 1992, then held trading and derivatives roles at Zurich Capital Markets, Macquarie and Bankers Trust.
He co-founded and chairs the Financial Markets Academy (FINMA) and sits on the UTS Council, chairing its Finance Committee. He is a director of Edge Zero (grid monitoring hardware) and an advisory board member of Transatlantic Power Holdings (US wind and solar assets).
Richard holds a BCom (First Class Honours) and BEc from the University of Queensland, and completed Harvard's Advanced Management Program.
Richard Howes
Richard Howes joined Hearts and Minds Investments as a Managing Director in June 2025. He has over 30 years' financial services experience, managing multi-billion-dollar investment and hedge portfolios.
He spent 19 years at ASX-listed Challenger (over AU$100 billion in assets), including as Group CEO, Chief Investment Officer and Chief Executive of the annuity business, which grew from AU$3 billion to over AU$25 billion.
He began his career at Queensland Investment Corporation in 1992, then held trading and derivatives roles at Zurich Capital Markets, Macquarie and Bankers Trust.
He co-founded and chairs the Financial Markets Academy (FINMA) and sits on the UTS Council, chairing its Finance Committee. He is a director of Edge Zero (grid monitoring hardware) and an advisory board member of Transatlantic Power Holdings (US wind and solar assets).
Richard holds a BCom (First Class Honours) and BEc from the University of Queensland, and completed Harvard's Advanced Management Program.
Brett Paton
Brett Paton
Brett is currently Chairman of ASX listed Pointsbet Limited and Murray Cod Australia. He is also Chairman of EFM Asset Management. He has worked in a range of senior positions including Chairman of Escala Pty Ltd, Vice Chairman at UBS Australia where he spent 23 years and 5 years at Citi serving as Vice Chairman Australia, Institutional Clients Group. Brett has served as a Non-Executive Director of Tabcorp Limited and Chair of Audit and Risk for its demerged entity, Echo Entertainment, giving him valuable insights into the functions expected of ASX 100 Boards. He was a Council Member at RMIT University and Chair of the Risk and Audit Committee. He is a qualified Chartered Accountant.
Brett Paton
Brett is currently Chairman of ASX listed Pointsbet Limited and Murray Cod Australia. He is also Chairman of EFM Asset Management. He has worked in a range of senior positions including Chairman of Escala Pty Ltd, Vice Chairman at UBS Australia where he spent 23 years and 5 years at Citi serving as Vice Chairman Australia, Institutional Clients Group. Brett has served as a Non-Executive Director of Tabcorp Limited and Chair of Audit and Risk for its demerged entity, Echo Entertainment, giving him valuable insights into the functions expected of ASX 100 Boards. He was a Council Member at RMIT University and Chair of the Risk and Audit Committee. He is a qualified Chartered Accountant.
Michael Traill AM
Michael Traill AM
Michael founded Social Ventures Australia in 2002, after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. Having stepped down as CEO of Social Ventures in 2014, Michael currently has a range of primarily social purpose Chair and board roles including Chair of Goodstart Early Learning; Executive Director of For Purpose Investments, a Director of M H Carnegie & Co, Sunsuper and a member of the Council of the National Museum of Australia.
Michael is the author of ‘Jumping Ship – From the world of corporate Australia to the heart of social investment’ which won the prestigious Ashurst Business Literature Prize. The book reflects on his personal and professional journey and has been a widely acclaimed manifesto for change and action in the social purpose sector. In 2010 Michael was made a member of the Order of Australia in recognition of his services to non-profit organisations.
Michael holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
Michael Traill AM
Michael founded Social Ventures Australia in 2002, after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. Having stepped down as CEO of Social Ventures in 2014, Michael currently has a range of primarily social purpose Chair and board roles including Chair of Goodstart Early Learning; Executive Director of For Purpose Investments, a Director of M H Carnegie & Co, Sunsuper and a member of the Council of the National Museum of Australia.
Michael is the author of ‘Jumping Ship – From the world of corporate Australia to the heart of social investment’ which won the prestigious Ashurst Business Literature Prize. The book reflects on his personal and professional journey and has been a widely acclaimed manifesto for change and action in the social purpose sector. In 2010 Michael was made a member of the Order of Australia in recognition of his services to non-profit organisations.
Michael holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
Dr Gary Weiss AM
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Michael Walsh
Michael Walsh
Michael Walsh is a founding member of the organising committee for the Sohn Hearts & Minds Investment Leaders Conference and has been critical in the success of the event. Michael Walsh is currently a Senior Advisor, UBS Global Markets and Head of Global Family Offices, UBS ANZ.
Brief history at UBS -
- 2020: Member of the UBS Sustainable taskforce and UBS social impact committee.
- 2019: Founder of the UBS future of Australia series. This is a forum for world’s leading though leaders and speakers. Topics are focused on future insights and industries UBS has been the leading investment bank in ANZ for the last 25 years, my role is to ensure we maintain the thought leadership.
- 2016: Co-founder and arranger of the Annual UBS Australasia Conference. This is now the leading Investment bank conference in ANZ.
- 2015: A member of the foundation and organising committee that established the Sohn Hearts & Minds Conference – the most successful investment conference in Australasia dedicated to supporting medical research.
- 2005: UBS – set up the global equity business in Sydney providing research, sales and advisory to domestic clients in global equities.
- 2003: UBS - foundered the Family Office Business which eventually formed the UBS Global Family Office Business in Australia & NZ. This business continues today and involves advising clients on public markets and private markets opportunities in venture capital and private equity.
- 2001: UBS Warburg, Sydney Co-Founded UBS successful Prime Brokerage business in ANZ. The group was at forefront of the emerging Hedge fund /alternative asset management industry.
- 2000: UBS Warburg – assisted to run desk Hong Kong.
- 1997 – 2000: SBC -Warburg, Sydney Established successful middle markets business which catered for the emerging boutique fund management industry. The group seeded / supported some of the most successful fund managers in ANZ.
- 1994 – 1996: SBC - Warburg Global Markets Institutional Account Management Equity Capital Markets, Sydney. Joint founder of stockbroker’s foundation (raised $29m so far).
- 1989 – 1993: SG Warburg (Potter Warburg Division), London & New York Global Markets Equities Sales / Global Account Management Desk Head, London, UK.
- 1987: Potter Partners, Melbourne Global Markets, Equities Sales Institutional account management.
Michael Walsh
Michael Walsh is a founding member of the organising committee for the Sohn Hearts & Minds Investment Leaders Conference and has been critical in the success of the event. Michael Walsh is currently a Senior Advisor, UBS Global Markets and Head of Global Family Offices, UBS ANZ.
Brief history at UBS -
- 2020: Member of the UBS Sustainable taskforce and UBS social impact committee.
- 2019: Founder of the UBS future of Australia series. This is a forum for world’s leading though leaders and speakers. Topics are focused on future insights and industries UBS has been the leading investment bank in ANZ for the last 25 years, my role is to ensure we maintain the thought leadership.
- 2016: Co-founder and arranger of the Annual UBS Australasia Conference. This is now the leading Investment bank conference in ANZ.
- 2015: A member of the foundation and organising committee that established the Sohn Hearts & Minds Conference – the most successful investment conference in Australasia dedicated to supporting medical research.
- 2005: UBS – set up the global equity business in Sydney providing research, sales and advisory to domestic clients in global equities.
- 2003: UBS - foundered the Family Office Business which eventually formed the UBS Global Family Office Business in Australia & NZ. This business continues today and involves advising clients on public markets and private markets opportunities in venture capital and private equity.
- 2001: UBS Warburg, Sydney Co-Founded UBS successful Prime Brokerage business in ANZ. The group was at forefront of the emerging Hedge fund /alternative asset management industry.
- 2000: UBS Warburg – assisted to run desk Hong Kong.
- 1997 – 2000: SBC -Warburg, Sydney Established successful middle markets business which catered for the emerging boutique fund management industry. The group seeded / supported some of the most successful fund managers in ANZ.
- 1994 – 1996: SBC - Warburg Global Markets Institutional Account Management Equity Capital Markets, Sydney. Joint founder of stockbroker’s foundation (raised $29m so far).
- 1989 – 1993: SG Warburg (Potter Warburg Division), London & New York Global Markets Equities Sales / Global Account Management Desk Head, London, UK.
- 1987: Potter Partners, Melbourne Global Markets, Equities Sales Institutional account management.
Geoff Wilson AO
Geoff Wilson AO
Geoff Wilson has over 44 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and has grown the fund manager to be one of the leading boutique Australian fund managers. In 2014 Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and subsequently Future Generation Global Investment Company Limited.
Wilson Asset Management is an investment manager based in Sydney, Australia and owned by Geoff. Today, Wilson Asset Management is comprised of 17 investment professionals who offer a combined investment experience of more than 200 years. Wilson Asset Management manages $5 billion between eight Listed Investment Companies on the Australian Stock Exchange on behalf of more than 130,000 investors.
Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD).
In addition to Geoff’s Directorships with the Wilson Asset Management Group and the Future Generation Companies, he also holds Directorships with Global Value Fund (since 2014), Hearts and Minds Investments Limited (since 2018), Sporting Chance Cancer Foundation (since 1997) and the Australia Rugby Foundation (2024).
Geoff Wilson AO
Geoff Wilson has over 44 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and has grown the fund manager to be one of the leading boutique Australian fund managers. In 2014 Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and subsequently Future Generation Global Investment Company Limited.
Wilson Asset Management is an investment manager based in Sydney, Australia and owned by Geoff. Today, Wilson Asset Management is comprised of 17 investment professionals who offer a combined investment experience of more than 200 years. Wilson Asset Management manages $5 billion between eight Listed Investment Companies on the Australian Stock Exchange on behalf of more than 130,000 investors.
Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD).
In addition to Geoff’s Directorships with the Wilson Asset Management Group and the Future Generation Companies, he also holds Directorships with Global Value Fund (since 2014), Hearts and Minds Investments Limited (since 2018), Sporting Chance Cancer Foundation (since 1997) and the Australia Rugby Foundation (2024).
David Wright
David Wright
David is the Head of Client Solutions at Pinnacle Investment Management Group Ltd (ASX:PNI) a group with 19 affiliate investment managers and over A$200 billion in funds under management. Prior to that he co-founded Zenith Investment Partners, 2002 where he was CEO of the Group until December 2023 before moving to the Investment Director role where he had overall responsibility for the strategic direction of the investment functions of the Group. David has over 35 years of investment and wealth management experience covering investment research, investment consulting, asset allocation and investment committee advice. He holds a Bachelor of Commerce (Economics & Commercial Law) and a Graduate Diploma in Advanced Finance and Investment.
David Wright
David is the Head of Client Solutions at Pinnacle Investment Management Group Ltd (ASX:PNI) a group with 19 affiliate investment managers and over A$200 billion in funds under management. Prior to that he co-founded Zenith Investment Partners, 2002 where he was CEO of the Group until December 2023 before moving to the Investment Director role where he had overall responsibility for the strategic direction of the investment functions of the Group. David has over 35 years of investment and wealth management experience covering investment research, investment consulting, asset allocation and investment committee advice. He holds a Bachelor of Commerce (Economics & Commercial Law) and a Graduate Diploma in Advanced Finance and Investment.
BoardRoom
BoardRoom
BoardRoom is a leading provider of integrated and technology focussed share registry, employee equity plan administration, payroll, and corporate secretarial solutions. The group services over 7,500 clients through 850 employees located in Australia, Singapore, Malaysia, Hong Kong, and China. In Australia, BoardRoom supports over 800 listed and unlisted entities at all stages of business, entering into unique partnerships to provide efficient, tailored, and cost-effective solutions.
BoardRoom
BoardRoom is a leading provider of integrated and technology focussed share registry, employee equity plan administration, payroll, and corporate secretarial solutions. The group services over 7,500 clients through 850 employees located in Australia, Singapore, Malaysia, Hong Kong, and China. In Australia, BoardRoom supports over 800 listed and unlisted entities at all stages of business, entering into unique partnerships to provide efficient, tailored, and cost-effective solutions.
Capital Matters
Capital Matters
Capital Matters was established to serve Australian financial services firms with the governance, technology, and investment management capabilities needed to operate effectively in a complex regulatory environment. As an Australian Financial Services Licence holder, Capital Matters operates with the regulatory standing and accountability that financial services firms demand from their service providers. Their AFSL status is not merely a credential — it is the foundation of everything they do. Their three core service pillars — RE & Trustee Services, the CapitalOS technology platform, and the Capital Matters Investment Platform — were developed in response to the needs of financial services firms today.
Capital Matters
Capital Matters was established to serve Australian financial services firms with the governance, technology, and investment management capabilities needed to operate effectively in a complex regulatory environment. As an Australian Financial Services Licence holder, Capital Matters operates with the regulatory standing and accountability that financial services firms demand from their service providers. Their AFSL status is not merely a credential — it is the foundation of everything they do. Their three core service pillars — RE & Trustee Services, the CapitalOS technology platform, and the Capital Matters Investment Platform — were developed in response to the needs of financial services firms today.
Charter Hall
Charter Hall
With over 28 years’ experience in property investment and funds management, Charter Hall Group (ASX: CHC) is one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, industrial and logistics, retail, and social infrastructure. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. The impacts of what we do are far-reaching – from helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re driven to go further.
Charter Hall
With over 28 years’ experience in property investment and funds management, Charter Hall Group (ASX: CHC) is one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, industrial and logistics, retail, and social infrastructure. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. The impacts of what we do are far-reaching – from helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re driven to go further.
Citco Fund Services
Citco Fund Services
The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over US $1 trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, daily NAV calculations and investor services, corporate services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.
Citco Fund Services
The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over US $1 trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, daily NAV calculations and investor services, corporate services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.
Clearwater Analytics
Clearwater Analytics
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally.
Clearwater Analytics
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally.
Investorhub
Investorhub
Over 130 companies across Australia and the UK use InvestorHub's direct-to-investor software to better understand and engage with their shareholders. Over 50% of investors don't visit a company's investor centre. Interactive investor hubs change that by providing companies with a registry-connected investor centre 2.0 that is proven to reach and engage more investors.
Investorhub
Over 130 companies across Australia and the UK use InvestorHub's direct-to-investor software to better understand and engage with their shareholders. Over 50% of investors don't visit a company's investor centre. Interactive investor hubs change that by providing companies with a registry-connected investor centre 2.0 that is proven to reach and engage more investors.
Kearney
Kearney
For 100 years, Kearney has been a leading management consulting firm and trusted partner to three-quarters of the Fortune Global 500 and governments around the world. With a presence across more than 40 countries, they work impact first, tackling the toughest challenges with original thinking and a commitment to making change happen.
Kearney
For 100 years, Kearney has been a leading management consulting firm and trusted partner to three-quarters of the Fortune Global 500 and governments around the world. With a presence across more than 40 countries, they work impact first, tackling the toughest challenges with original thinking and a commitment to making change happen.
Mallesons
Mallesons. The top-tier independent law firm from Australia, a full-service firm trusted on the most complex and consequential matters across our region and around the world.
Mont Lawyers
Mont Lawyers
Mont Lawyers is a specialist corporate law firm with significant experience in equity capital markets, corporate acquisitions and disposals, corporate activist and corporate advisory matters.
Our clients include ASX listed entities, responsible entities, corporate groups, their directors, officers and investors.
Mont Lawyers
Mont Lawyers is a specialist corporate law firm with significant experience in equity capital markets, corporate acquisitions and disposals, corporate activist and corporate advisory matters.
Our clients include ASX listed entities, responsible entities, corporate groups, their directors, officers and investors.
Pathzero
Pathzero
Pathzero is the emissions data network for private markets. Pathzero enables asset owners, fund managers and the operating entities they invest in to calculate and share emissions data on one secure technology platform. Pathzero creates software that drives real change within an organisation, supported by trusted carbon experts who help every step of the way.
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Pathzero
Pathzero is the emissions data network for private markets. Pathzero enables asset owners, fund managers and the operating entities they invest in to calculate and share emissions data on one secure technology platform. Pathzero creates software that drives real change within an organisation, supported by trusted carbon experts who help every step of the way.
Pitcher Partners
Pitcher Partners
Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.
Pitcher Partners is an association of independent accounting, auditing and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.
We specialise in providing personal service and quality advice to high wealth individuals, small to medium public companies, large proprietary companies, local government, Not-for-Profit organisations and privately owned businesses. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.
Pitcher Partners
Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.
Pitcher Partners is an association of independent accounting, auditing and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.
We specialise in providing personal service and quality advice to high wealth individuals, small to medium public companies, large proprietary companies, local government, Not-for-Profit organisations and privately owned businesses. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.
Sodali & Co
Sodali & Co
Sodali & Co is a corporate communication and reputation management consultancy, founded on the principle of hard work in support of its clients and their goals. The firm assists corporate clients to push through challenges and to celebrate achievements with the objective of building enduring value for the organisation, its shareholders and its community of stakeholders.
Sodali & Co
Sodali & Co is a corporate communication and reputation management consultancy, founded on the principle of hard work in support of its clients and their goals. The firm assists corporate clients to push through challenges and to celebrate achievements with the objective of building enduring value for the organisation, its shareholders and its community of stakeholders.
XCHEQER
XCHEQER
XCHEQER is an independent provider of fund administration, operational consulting, and digital solutions tailored for the investment management industry. Designed to serve as a seamless extension of asset managers' operations, XCHEQER delivers comprehensive services across Fund Administration, Unit Registry, Middle Office Oversight, and AML/KYC compliance. With deep industry expertise and a flexible service model, XCHEQER eliminates complexity by streamlining processes, enhancing reporting accuracy, and reducing operational risk. From startup funds to established managers, XCHEQER empowers clients with scalable infrastructure and proactive support.
XCHEQER
XCHEQER is an independent provider of fund administration, operational consulting, and digital solutions tailored for the investment management industry. Designed to serve as a seamless extension of asset managers' operations, XCHEQER delivers comprehensive services across Fund Administration, Unit Registry, Middle Office Oversight, and AML/KYC compliance. With deep industry expertise and a flexible service model, XCHEQER eliminates complexity by streamlining processes, enhancing reporting accuracy, and reducing operational risk. From startup funds to established managers, XCHEQER empowers clients with scalable infrastructure and proactive support.
