Ash Naidu, CFA, CIMA®

Ash Naidu, CFA, CIMA®

Investment Adviser

Followers of Ash Naidu, CFA, CIMA®3000 followers
location of Ash Naidu, CFA, CIMA®Greater Sydney Area

Connect with Ash Naidu, CFA, CIMA® to Send Message

Connect

Connect with Ash Naidu, CFA, CIMA® to Send Message

Connect
  • Timeline

  • About me

    Director, Consultant and Researcher Relations

  • Education

    • Investments & Wealth Institute

      -
      Certified Investment Management Analyst (CIMA) Investment Management Consultant Association
    • CFA Institute

      2022 -
      CFA Member
    • Sydney University

      2001 - 2004
      Computer Science and Technology Computer Science
    • University of Sydney

      2016 - 2016
      Centre for Continuing Education Statistics
    • University of Technology Sydney

      2009 - 2013
      Masters in Business in Finance Banking, Corporate, Finance, and Securities Law High Credit Average
  • 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).

    • 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
    • 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
  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Aug 2022
      View certificate certificate
    • Certified Investment Management Analyst® (CIMA®)

      Investments & Wealth Institute
      Nov 2017
      View certificate certificate