Catholic Values Trust

As Chief Investment Officer and Head of SGH Individual Portfolios, Rob has overall responsibility for the Individual Portfolio business and for developing the key investment strategy views for SGH.

His 35-year career in investment management has spanned investment strategy and economics, and has included the management of Australian and international equity portfolios, and Australian and international fixed interest portfolios.

Rob joined SGH in 2024 from UniSuper where he worked in two different roles – most recently as Head of Fixed Interest and Macro Research, and prior to that as Head of Global Equities.

Prior to UniSuper, Rob was Head of Capital Markets and Asset Allocation at Frontier Advisors and before that Rob spent 10 years as Equity Strategist and Australian Equities Portfolio Manager for Colonial First State Asset Management,

Rob holds a Bachelor of Commerce and Bachelor of Arts (Hons) from the University of Melbourne, and a Masters in Applied Finance from Macquarie University.

He is based in the Melbourne office.

Tim joined SGH in November 2016 – bringing over 20 years industry experience. He is a Senior Portfolio Manager in SGH Individual Portfolios team. Prior to SGH, Tim was the Head of Discretionary Portfolio Management at Deutsche Bank Wealth Management in Australia where he was responsible for both client relationships and managing balanced portfolios across a number of asset classes including equities, property, fixed interest and cash.  Tim’s previous roles include Senior Investment Manager at HSBC Asset Management, Institutional Equities analyst at Macquarie Bank and consultant at a number of global financial organisations in London including Salomon Brothers and Barclays Global investors.

Qualifications

Bachelor of Commerce and is both a Chartered Accountant and CFA

David joined SGH as part of the acquisition of Catholic Church Insurance Asset Management (CCIAM) in 2024 and has over 8 years’ experience in financial markets. As a portfolio manager, he managed the insurance balance sheet assets and asset management client funds with a focus on socially and ethically responsible investing, based on Catholic values.

David began his career as an analyst in NAB wholesale banking before moving to a commercial analyst role at True Value Solar Commercial, where he conducted financial modelling for large scale solar projects across Australia. Prior to joining CCIAM, David lived in the UK and worked as a financial services consultant in Capco and First Derivatives Plc.

David holds a Bachelor of Commerce and a Masters in Applied Finance from Monash University and he is based in Melbourne.

Peter joined SGH in May 2020. He previously worked as a consultant to DMP Asset Management for four years prior to managing equities research at Endeavour Asset Management. Peter has over 15 years’ of investment experience including working as a fixed income trader in the London capital markets as a market maker at Barclays de Zoete Wedd, central bank sales at Long Term Credit Bank & Lehman Brothers and as a Eurobond trader at Cantor Fitzgerald.  Prior to joining SGH, Peter took a sabbatical working as the Commercial Manager (UK) and Pacific Regional Manager for the Jubilee Sailing Trust a globally unique, UN-accredited charity.

QUALIFICATIONS

Master of Business Administration (MBA) – MBS, Melbourne University
Postgraduate Diploma in Management (PDM)
Bachelor of Business

David joined SGH as part of the merger with DMP Asset Management in 2019. David commenced at DMP as a Not for Profit Specialist in 2004. David is involved in the implementation of portfolio management and reporting platforms for clients. David has overseen the preparation of DMP’s annual financial statements and has been a Responsible Manager of the company’s Australian Financial Services Licence since it was granted in 2011. From 1995 to 2003, David was Manager – Client Liaison (Charitable Foundations) at Warakirri Asset Management. During this time, David was actively involved in the process which led to qualifying organisations being granted access to franking rebates. David’s other experience includes collaboration with religious, charitable and philanthropic foundations in the context of investment strategy formulation, implementation, management and reporting.

Qualifications

BBus (Accountancy), CA – Institute of Chartered Accountants in Australia, Registered tax agent

Fiona joined SGH as part of the merger with DMP Asset Management in 2019. She commenced at DMP Asset Management in 2008 as Client Administration and Liaison Manager with responsibility for the daily administration of client portfolios. Fiona has worked in various Investment Banking and Funds Management positions with UBS, BBY and Industry Funds Management for over 30 years.

Angus joined SGH as part of the merger with DMP Asset Management in 2019. He commenced his career with McIntosh Securities in 1991. Prior to joining DMP Asset Management in 2016, Angus held several positions within ANZ Global Markets division, including Head of Money Markets for 11 years and Head of Investor Sales. In addition to his responsibilities, Angus also sat on ANZ’s Asset & Liability, Basel III, and the Pricing & Balance Sheet Committees. Angus’ previous leadership experience includes management roles and Commonwealth Bank of Australia, and CVC. Aside from his current role at SGH, Angus is the Chairman of Down Syndrome Australia and a past Director & Trustee of the Lord Mayors Charitable Foundation. In 2014, Angus received an Order of Australia for service to the Community through the Banking & Finance Sector.