Andrew Perks

Andrew is an investment manager with over 25 years of experience in the financial services industry. He began his career as a Chartered Accountant with Arthur Andersen before transitioning into investment banking. Over the years, he rose through senior roles at Bank of America Merrill Lynch — including Vice President (Research) in Australia and London — and later served as Executive Director at UBS, where he led the smaller companies research function. A standout track record in stock selection led him to join global fund manager Invesco, where he spent nine years focused on Australian small-cap investing.

Andrew joined Accordius in 2015 and has since played a key role in shaping the success of its Managed Account offerings. His sharp analytical skills and deep understanding of local and global markets have made him a trusted voice on the team. His work contributed to the Accordius Small Cap Managed Portfolio winning the IMAP Australian Equity Small Caps award in 2014.