Wilson Asset Management

Geoff has over 40 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company and Future Generation Global Investment Company. Geoff is Chairman and Chief Investment Officer of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Kate has more than 15 years’ experience in the funds management industry and more than 20 years’ financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of  Future Generation Investment Company Limited.

Catriona has more than 17 years’ global and Australian investment experience. Catriona began her career with Wilson Asset Management in 2003 before relocating to London to work with Hunter Hall Investment Management as a Portfolio Manager responsible for global equities with a bias to small-to-mid cap companies. In 2012, Catriona joined John Sevior and David Cooper at the inception of Airlie Funds Management. Catriona is the Lead Portfolio Manager responsible for WAM Global.

Matthew has more than 15 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is a highly experienced investment professional with more than 10 years as a portfolio manager and a strong track record across multiple investment strategies and products. He is an avid consumer of macroeconomic data, which the WAM Leaders team utilises in both the research and market-driven strategies and is also a regular contributor to Australian financial media. Matthew is the Lead Portfolio Manager responsible for WAM Leaders.

Oscar has more than 14 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side Analyst at CLSA and three years’ at Grant Thornton working in transaction advisory services. Oscar is the Lead Portfolio Manager responsible for WAM Capital, WAM Microcap, WAM Active and WAM Research.

Tobias has 13 years’ experience in the investment industry. Prior to joining Wilson Asset Management, Tobias spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

John has 12 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

Dania joined Wilson Asset Management in 2020 and is the Portfolio Manager for WAM Alternative Assets. Dania has held senior investment roles in Australia, the US, Europe and the UK throughout her career of almost 20 years and most recently held the position of director manager research, head of real assets Australia at Willis Towers Watson. Prior to this, Dania held various real assets investment roles with Willis Towers Watson in London and New York. Dania commenced her investment career as a foreign currency trader working for a bank in Russia before joining Russell Investments in the UK as a real estate investment analyst.

Nick has more than five years’ global investment experience. Nick joined Wilson Asset Management at the inception of WAM Global in 2018, after three years in London covering US industrials companies for Fidelity International. In 2015, Nick received his MBA from INSEAD, where he received the Henry Ford II prize for graduating first in class. Prior to his MBA, Nick spent six years as a mechanical engineer on infrastructure and mining projects across Australia.

Sam has more than three years’ experience in financial markets and has worked in the financial industry for more than six years. Prior to joining Wilson Asset Management, Sam was an equity analyst and dealer at IFM Investors and was previously an accountant at Colonial First State.

Shaun has more than 10 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side Analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division.

William joined Wilson Asset Management in 2020 and works within the WAM Global team. William has more than seven years’ experience in the investment industry. Prior to joining Wilson Asset Management, William was global equity portfolio manager at Wilsons Advisory and was previously a credit research analyst at UBS Asset Management. 

Anna has more than four years’ experience in financial markets. Prior to joining Wilson Asset Management, Anna was a sell-side equity research analyst at UBS, Credit Suisse and Jarden.

Cooper joined Wilson Asset Management in 2017. Previously, Cooper spent four years’ in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited.

William joined Wilson Asset Management in 2021 as an Equities Dealer and has been in financial markets for over four years. Prior to joining Wilson Asset Management, William most recently worked as a dealer and equities analyst at Terra Capital.

Jesse is a Chartered Accountant with more than 10 years’ experience working in advisory and assurance services, specialising in funds management. Prior to joining Wilson Asset Management, Jesse worked as the Chief Financial Officer of an ASX listed company. Jesse previously specialised in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

Before joining Wilson Asset Management, Colette worked in the financial services sector for RARE Infrastructure and prior to that in various accounting and business advisory roles both in Australia and Ireland.

Lillie joined Wilson Asset Management in 2011. Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London. Lillie has 20 years’ accounting experience.

Ophelia joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

Before joining Wilson Asset Management, Hus was at Pitcher Partners for over six years in audit and assurance, specialising in funds management as well as working in its London office.

Amy has over seven years’ financial accounting and taxation experience in Australia and Ireland. Prior to joining Wilson Asset Management, Amy worked in accounting and taxation roles in professional services, financial services and media.

Isabel joined Wilson Asset Management in 2020 as a graduate accountant, working within the Finance team. Isabel completed her Bachelor of Commerce (Accounting and Finance) at the University of Sydney in 2019.

James is a corporate affairs advisor with more than 10 years’ experience. James joined Wilson Asset Management in 2014 and leads the company’s communications, marketing and public affairs functions. Prior to joining Wilson Asset Management, James was a Manager at a leading Australian consultancy, delivering strategic advice to clients in the mining, oil and gas, construction, agribusiness and government sectors throughout the Asia Pacific region.

Alexandra works within the Corporate Affairs team, focusing on Future Generation. Before joining Wilson Asset Management, Alexandra was the national events and education manager for industry association Consult Australia and prior to that she spent two years in the United States as investor relations and marketing manager at a boutique investment bank in Los Angeles.

Kathryn joined Wilson Asset Management in 2020. Previously, Kathryn worked in communications at the University of Sydney and led marketing for the Asia-Pacific region at financial technology company Fenergo. Prior to that, she worked at venture capital firm Reinventure. Kathryn has six years’ communication experience.

Melanie joined Wilson Asset Management in 2020. Melanie has more than seven years’ experience in financial markets. Prior to joining Wilson Asset Management, Melanie worked as an analyst in corporate finance at Wilsons Advisory and she previously worked in private wealth at both Wilsons Advisory and Bell Potter.

Olivia joined Wilson Asset Management in 2019. Previously, Olivia worked in corporate strategy at financial technology company NextGen.Net and at corporate advisory firm Howard & Company in New Zealand. Prior to that, she worked in Washington, DC for the US Department of State. Olivia has four years’ corporate affairs experience.  

Camilla joined Wilson Asset Management in 2020. Previously, Camilla worked at an integrated marketing communications agency, advising clients within the property, finance and consumer sectors. Camilla has four years’ communication experience.   

Emiko joined Wilson Asset Management in 2019. Emiko has worked with the SBS and International Federation of Journalists, Asia-Pacific.

Emily is the Social Impact Manager for the Future Generation companies. Emily’s experience in the private and not-for-profit sector spans strategy, communications, research, international development and philanthropy. She has deep expertise in strategic philanthropy, social innovation and spent 10 years as foundation manager of the Vincent Fairfax Family Foundation prior to joining Wilson Asset Management in 2020. Emily has completed the Senior International Fellows Program at the City University of New York. She is a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea and a graduate of the Australian Institute of Company Directors.

Martyn has significant experience in middle and back office operations gained in senior roles in Australia and Scotland. Previously, Martyn spent five years as a Senior Operations Manager at RARE Infrastructure. Prior to Rare Infrastructure Martyn also held positions with RBC Dexia IS in Sydney and RBS Trustee and Depositary Services in Edinburgh, Scotland.

Andrew joined Wilson Asset Management in 2018 after working as an accountant with Colonial First State for nearly two years.

Guy joined Wilson Asset Management in 2020 has experience in middle and back office operations after working in the listed registry team at Mainstream Fund Services.

Jonathan has over 10 years’ experience in executive coaching and mentoring, workplace culture, people management and healthy active lifestyles. Jonathan joined Wilson Asset Management in 2019 as Wellness Manager. Previously, Jonathan spent seven years in London and the US working for Elle Macpherson as a life coach, personal trainer and mentor.

Samantha is the Executive Assistant to Geoff Wilson AO. Samantha has 15 years’ administration experience across the finance, IT management consulting and legal industries. Prior to joining Wilson Asset Management, Samantha worked at Apostle Asset Management in marketing and administration.

Alice is the Executive Assistant to Kate Thorley and provides administration assistance to the investment team. Before joining Wilson Asset Management in 2018, Alice worked in corporate access for Evans and Partners.

Kristin has over 15 years’ experience working in the finance industry supporting senior executives. Prior to joining Future Generation, she spent four years’ with Legatum Limited, a private investment firm based in Dubai, and has also held administration roles at Regal Funds Management, Lendlease, Lehman Brothers and Macquarie Group. 

Before joining Wilson Asset Management, Emma-Marie had nine years’ administration and customer service experience, supporting executives and management teams within various industries.