VISION FOR CLIENTS
Through individually managed portfolios, Peak delivers independent, trusted investment advice that reflects your risk and objectives. We constantly strive to provide you with superior investment ‘Performance with Relationship’
OUR PORTFOLIO SERVICES
Peak specializes in managing portfolios that are individually designed according to the specific needs and risk of clients. We also manage a range of model portfolios.
WHERE WE INVEST
BENEFITS TO YOU
As a Peak client, you have direct access to all of our portfolio managers, Ian Wenham, Richard Nicholas and Andrew Martin. They have over 25 years domestic and international experience in research and funds management. This portfolio management and research means that Peak has consistently achieved superior portfolio outcomes for its clients.
Ian has more than 30 years experience in equity research, investment strategy and portfolio management. His experience in Asia over 7 years helps shape Peak’s international investment strategy for clients.
Ian’s research career started with BZW Meares as an equity analyst before becoming Research Manager Industrials.
In 1988 he became Research Director of the merged BZW and then Regional Research Director of BZW Asia in Hong Kong covering 10 countries.
Prior to joining Peak as CIO in 2003, Ian managed strategic global equity investments for the Lowy family
Ian is a Fellow of the Financial Services Institute of Australia and holds an MBA from the University of New South Wales and a BA from the University
Andrew is a Chartered Accountant, a leading industrial analyst and a portfolio manager with strong business development skills. His experience in the U.S. complements Peak’s international strategy.
After qualifying with Deloittes, Andrew spent 10 years as an industrial analyst with BZW. In 1995, he moved to New York to advise BZW’s US Clients on Australian/NZ equities.
In 2002, he joined Private Portfolio Managers looking after high net worth clients, SMSF’s and endowment funds.
He joined Peak in 2008 to enhance the team with his analytical, funds management and business
Andrew is a Fellow of the Financial Services Institute of Australia, a Member of the Institute of Chartered Accountants and holds a Degree in Economics from Sydney University.
Richard has extensive international experience as a portfolio manager in the UK, Hong Kong and Australia, looking after private and institutional clients.
After training with Deloittes in London, Richard gained his investment experience with the Rothschild family, and then UBS Wealth Management.
Richard was the founding research director at S&P Fund Research, before being appointed Investment Director at Hill Samuel Pacific in Hong Kong, managing Asian and international portfolios for private clients and
In 1998 in Australia, Richard was an Associate Director with ANZ Private Bank , before founding the business in 2003.
Richard is a fellow of UK Chartered Institute for Securities and Investment and has a diploma in Financial Planning from the Deakin University program.
John brings to Peak over 30 years experience in corporate strategy, finance and operational areas of business along with a proven international outlook.
A former Chief Financial Officer of Coca-Cola Amatil, John played a leading role in the formation of the company and its growth in Australia and the rollout of its European/Asian strategies.
John has extensive board experience in listing, financing, restructuring and operational performance.
John joined Peak as its Chairman
Irene has more than 30 years administration experience within the stockbroking and portfolio management industry.
After a period with Burrows stockbrokers, now Bell Potter Securities, Irene she spent more than 15 years in a portfolio management business within Southern Cross Equities (also now Bell Potter Securities).
As well as portfolio administration experience, Irene’s experience has also embraced banking and money
Irene joined Peak in 2006.
Shellee has more than 18 years administration experience within the financial services industry.
Shellee has wide investment administration experience having previously worked for Hillross, ABN Amro and Southern Cross Equities.
She has worked with portfolio management platforms and systems such as Praemium since 2003. Shellee joined Peak in 2007.
Paul has extensive experience in the financial services industry.He has been a portfolio manager with Navin Asset Management since 2008.
Paul’s most recent prior role was as Head of Broking Services at E*TRADE Australia.
Paul has been co manager of the Navin Growth and Income Portfolios and is involved in the investment strategy of the fund.
He has a Bachelor of Education, a Bachelor of Economics and a Post Graduate Diploma in Applied Finance.
Rod is a highly motivated equity market specialist with an extensive background encompassing analysis, sales and trading.
Rod commenced his career in Finance in 1985 as an equity analyst working for Ian Wenham at Meares and Philips. After three years he moved to a number of Brokers including Potter Partners, James Capel and Prudential-Bache in a trading role and then worked at CBA Institutional Equities as a Director of Research Sales for 14 years from 2001 to 2015. His responsibilities during that time included effective account management targeting budgeted revenues and promoting analyst research. His client relationship skills have been built up during these years.
Rod is a Fellow of the Financial Services Institute of Australia and holds a Diploma in Finance from them. Rod also holds an MBA from Macquarie University and a Bachelor of Mechanical Engineering from the University of Technology in Sydney.
Business Development, Hong Kong
Melanie Nutbeam is based in Hong Kong, acting as a business development manager for Peak’s Hong Kong clients.
Melanie has been in HK since 1993 specializing in personal financial advisory and business development.
Before establishing her own company in 2010, she worked for IPAC before it closed in HK.
Melanie is a Certified Financial Planner Australia with a Diploma of Financial Planning from Deakin University. She has a law degree from Auckland University and is Vice Chair of the Australian Chamber of Commerce in Hong Kong & Macau.
Melanie is also an Authorised Representative of Peak Investment Holdings, Shenton Limited and Shenton Pty Ltd.
Peak is an independent portfolio manager. We specialize in managing personalized portfolios for Individuals, DIY Super, Not for profits & Small institutions, who wish to invest in direct Australian equities, international securities and Fixed and Floating rate interest securities.
Our Quarterly market commentary provides clients with our current views. At times this can result in views differing from consensus thinking. We also hold investment functions for clients and our network to discuss the market, sectors, stocks and topical issues.
|QUARTERLY MARKET COMMENTARIES|
Every client is different in terms of their objective return, their time horizon, their income needs and most importantly, their levels of risk.
Portfolios are thereby individually designed and managed to meet these differing needs. Investment returns are therefore unique to each client. To ensure we are focused on your investment needs, we compare your portfolio performance to either a market index or your required long term return.
We believe that the most useful indication of performance is to view the historic returns from our Model Portfolios: Income, Income & Growth, Growth, Recovery, Smaller Companies & Income Hybrid Securities.
*Past performance is not a reliable indicator of future performance.