Boutique financial services firm MGD has welcomed two highly experienced investment professionals to its expanding Brisbane and Sydney based teams.
Investment governance specialists, Dr Michael Drew and Dr Adam Walk, have been appointed as Chief Investment Officer and Director, Investment Advisory respectively and will both join and strengthen the firm’s investment committee. In their roles, they will also act as advisers to clients of MGD Private and work with high profile professionals, entrepreneurs, families and family offices.
MGD CEO John Barton said the appointment of Michael and Adam supports and strengthens the firm’s long-term commitment to prudent investment governance practices and fiduciary responsibilities.
“Sound investment governance, fiduciary best practice and goals-based investing are three of the fundamental underpinnings of the day-to-day tailored wealth management advice we provide for our clients,” said Mr Barton.
“Michael and Adam bring with them years of experience and research along with extensive knowledge in these areas and I have full confidence in their ability to navigate the complexities and create true value for our clients. MGD has a long-standing professional association with Michael and Adam and we are pleased to welcome them both to our team.”
MGD Private President Brett Schmidt said of the appointments, “We are thrilled about the two new appointments and what they mean for our clients, our investment process and the future of our firm. These appointments are just the latest step toward realising our ambition to deliver world’s best practice in terms of the governance and oversight of both our ‘retail’ and ‘wholesale’ investment solutions. Fellow MGD Directors and our advisory team are also looking forward to Michael and Adam coming on board.”
Dr Michael Drew is former Managing Partner of Stonechat Capital, a Director of Drew, Walk & Co. and is a Professor of Finance at Griffith University. Dr Adam Walk is former Partner of Stonechat Capital, a Director of Drew, Walk & Co. and an Adjunct Professor at the University of Notre Dame Australia.
To arrange to speak with John, Michael, Adam or Brett, please contact Daniella de Azevedo on (07) 3391 5055 or via email.
Disclaimer: This article contains general information only and is not intended to constitute financial product advice. Any information provided or conclusions made, whether express or implied, do not take into account the investment objectives, financial situation and particular needs of an investor. It should not be relied upon as a substitute for professional advice.