Investment Manager
Greig joined Akambo in 2020 as part of the Investment Team responsible for managing the firm’s investment portfolios. With a financial services career spanning over two decades, he brings broad and deep experience across retail and business banking, investment banking, stockbroking, portfolio management, securities dealing, options and derivatives trading, financial advising, investment product research, and senior management. Before joining Akambo, Greig held the role of Head of the Intermediary Equities Desk at Lonsec.
Greig holds RG146 accreditations in Securities, Managed Investments, Derivatives, Margin Lending, Superannuation, Life Insurance, and Financial Planning. He is an ASX Derivatives Adviser (ADA) level 1 and 2, has completed a Diploma of Business and a Diploma of Financial Planning, and has served as the Responsible Executive (RE) at Lonsec for trading compliance with ASIC and ASX market integrity rules. He is currently completing the Chartered Financial Analyst (CFA) program, having passed Levels 1 and 2, and is now a Level 3 candidate.
Greig is passionate about financial markets and delivering strong, risk-adjusted returns for clients.He’s also looking forward to completing his four-year CFA journey — and reclaiming his weekends and weeknights to spend more quality time with his young family.
Greig’s qualifications include:
RG146 accreditation in Securities, Managed Investments, Derivatives, Margin Lending, Superannuation, Life Insurance and Financial Planning
ASX Accredited Derivatives Adviser (ADA) 1 and 2
Diploma of Business and Diploma of Financial Planning
Level 3 Chartered Financial Anaylst (CFA) candidate
Case Studies
Akambo supports financial advisers, advice firms, and accountants across Australia in building and growing their wealth management arm. We ensure compliance, high-performance SMAs, and licensing pathways. Our clients grow their business with complete autonomy. Read what they have to say about Akambo.
David - Partner Firm 1
Sam - Partner Firm 2
The partnership with Akambo has empowered Sam and his team to focus on growing their wealth division.
Anthony - Partner Firm 3
The strategic support from Akambo has created a blueprint for sustainable growth for this firm’s financial planning division.
Mark - Partner Firm 4
The results have been impressive. Since joining Akambo, this firm has grown its wealth client base from fewer than 10 clients to over 100 active groups, with more than AUD 150 million in funds under management.
David - Partner Firm 5
David has been an early adopter of Akambo’s services and continues to enjoy a longstanding relationship built on trust, responsiveness, and shared values.
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.