Andrew Perks

Investment Manager

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 2024.

When he’s not interrogating company reports or speaking with management teams, Andrew finds balance in the outdoors. He’s passionate about bushwalking and remote-area hiking with his family and is always keen to take the less-travelled trail.

Andrews’s qualifications include:

Bachelor of Commerce
Chartered Accountant
Post Graduate Diploma in Finance & Investment

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.

Ready to scale with Akambo?

We partner with advice firms ready to scale with a smarter investment solution for their clients.

Fill out the form, and our team will contact you to discuss how we can support your growth.