Ash Naidu, CFA, CIMA®

Experience

• 

  Macquarie Group

  Mar 2007 - Dec 2012

  Investment Adviser

  Providing (UHNW) clients access to a number of wealth management products from structured investments, margin lending, fixed interest, superannuation, managed funds and cash as well as providing general advice on Australian equities (Markets Desk).

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  BT

  Dec 2012 - Apr 2015

  Responsibilities: High-Net-Worth (HNW) client portfolio management, client services, client relationship management, risk management, and business development. Westpac Private Bank is the private banking division of Bt Financial Group and Australia’s first Private Bank. As Australia’s leading private bank, we are the trusted partner of a select group of HNW individuals. Our enduring partnerships are built from an unparalleled commitment to managing, growing and protecting our clients' wealth for generations. Our clients have access to a uniquely comprehensive offering, built around their goals, and backed by the financial resources of one of the world’s leading financial institutions. Show less

  • Private Banker (Secondment)

    Jan 2015 - Apr 2015

  • Associate Private Banker

    Dec 2012 - Apr 2015
• 

  Vanguard Australia

  Feb 2015 - Feb 2021

  Vanguard has been putting investors’ interests first since the launch of its first index fund in 1976. Our philosophy is simple. We provide low-cost, high-value investment products so investors can keep more of the returns they earn.In my current role as Business Development Consultant I am responsible for retail distribution to financial advisers in New South Wales including institutionally aligned dealer groups, Independent Financial Advisers and various boutique planning groups.Vanguard is an investment company that is all about providing a better deal for investors, so our clients' interests always come first.The specialties I bring to Vanguard’s Intermediary business draws on my professional experience in the financial planning and funds management industry with strong capabilities in portfolio construction, mutual funds and exchange traded funds, technical and investment strategy, product development, distribution and sales. Show less

  • Business Development Manager

    Mar 2018 - Feb 2021

  • Business Development Consultant

    Feb 2015 - Feb 2021
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  GQG Partners

  Feb 2021 - now

  GQG Partners is a boutique investment management firm focused on global and emerging markets equities. Our primary responsibility is to help our clients secure their financial future, we endeavor to create a business that is deeply aligned with our clients’ financial interests. In my current role, I am responsible for retail, wholesale and institutional distribution to the Australian and New Zealand market including institutionally aligned dealer groups, Independent Financial Advisers, Boutique Dealer Groups, Asset Consultants, Family Offices and Pension Funds. Show less

  • Director, Consultant and Researcher Relations

    Jan 2024 - now

  • Director, Business Development

    Feb 2021 - Jan 2024