Managing Director
Joe works with advice firms and licensees to strengthen the quality and defensibility of their investment function while freeing principals and advisers to focus on clients and growth. He brings more than 20 years across investment management, advice and wealth, and has built and led teams responsible for portfolio construction, manager research and running investment committees.
Joe has spent more than a decade at Akambo, a wealth management firm with more than $6 billion in funds under management. His earlier career spans senior roles across retail and private banking, wealth management and insurance. That grounding gives him a thorough understanding of the platform, product and compliance environment that advice firms operate inside.
At Akambo, Joe focuses on helping advice businesses scale through managed accounts that lift governance, streamline operations and extend in-house capability without adding complexity.
Joe’s qualifications include:
Master of Business Administration
Bachelor of Business and Commerce
Graduate Certificate in Management
Advanced Diploma of Financial Planning
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Customisation and
Responsiveness
Portfolios tailored to your firm, backed by proactive communication.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
A disciplined process and an investment team managing portfolios since 2007.