Board and executive

Appointed Chief Executive Officer and Managing Director in February 2012.

Mr Geoff Lloyd has over 20 year’s experience in the financial services industry. Mr Lloyd has an extensive understanding of the industry and demonstrated leadership skills. Mr Lloyd joined Perpetual in August 2010 as Group Executive of Private Wealth. In that role he has led the development and implementation of the growth strategy for Private Wealth. He took on the additional responsibility of Head of Retail Distribution in September 2011.

Mr Lloyd was previously General Manager, Advice and Private Banking at BT Financial Group (BTFG) following the merger with St George’s Wealth Management business. Prior to the merger, Mr Lloyd led St George's entire wealth management portfolio and was a member of the St George Bank Group Executive reporting to the CEO. He has held many senior positions at BTFG, including Chief Legal Counsel and Head of the Customer and Business Services Division.

Mr Lloyd has completed the Harvard Business School Advanced Management Program and holds a Master of Laws, UTS (Distinction).

Download hi-res photo

Mr Roger Burrows joined Perpetual as Chief Financial Officer in March 2008.

Mr Burrows has more than 25 years of financial experience in a diverse range of industries, including property, financial services, IT services, professional services and manufacturing. Prior to working at Perpetual, Mr Burrows was with Lend Lease for 20 years.

Download hi-res photo

Mr Ivan Holyman joined Perpetual in June 2004 as Chief Risk Officer. Prior to joining Perpetual, he spent 19 years with UBS AG where he held the position of Chief Operating Officer, Asia Pacific for UBS Warburg. During his time at UBS his roles included Director Corporate Finance, Head of Risk for Australia/New Zealand and Chief Operating Officer Australia/New Zealand. Based in Sydney for much of his time at UBS he also had postings to Melbourne, Singapore and Tokyo. Prior to UBS he was at Samuel Montagu & Co. Limited in London.

Mr Holyman gained his professional experience at Blake Dawson Waldron, Solicitors and holds a Bachelor of Law and Economics from Monash University.

Download hi-res photo

Mr Brian Henderson joined Perpetual in June 2011, and is the Group Executive, Marketing and Communications.

Mr Henderson has 25 years of experience in financial services. Prior to joining Perpetual, he spent 17 years at Fidelity Investments and Fidelity International in marketing and communications leadership roles in Canada and throughout the Asia Pacific region. He holds a BA from the University of Toronto.

Ms Cathy Doyle joined Perpetual in December 2006 as Group Executive People & Culture. In January 2008 she became Group Executive, Perpetual Investments Business Services and now holds the role of Group Executive, Equities. Ms Doyle is the Chief Operating Officer for our Australian Equities business and is responsible for Portfolio Analytics and Research, Institutional Sales, Investment IT and Administration, and Human Resources for asset management.

Ms Doyle has experience in human resources, customer strategy, strategic planning, change management, employee relations and sales and marketing. She has held senior roles at Qantas Airlines, the Commonwealth Bank and NRMA.

She has also held senior roles in the IT, manufacturing and education sectors, all centred on alignment of customer needs to business strategies and models.

Ms Doyle has a Bachelor of Social Science, Graduate Diploma of Psychology, Graduate Diploma of Vocational Education and Training, and an MBA. She is also a graduate of the Australian Institute of Company Directors.

Ms Doyle is the chairman of Odyssey House, a director of the Perpetual Foundation and a member of the Investment Review Committee at Perpetual.

Mr Nick Langton joined Perpetual in November 2010 as General Manager Private Client Advice within Private Wealth. He is responsible for delivering on Private Wealth's ambition of being the leading provider of wealth advice to financially successful Australians and their families. Mr Langton is now Acting Group Executive, Private Wealth and Acting Head of Retail Distribution.

Mr Langton was previously Head of Wholesale Sales, Investment Management and Life for Zurich Australia.  Prior to this Mr Langton was NSW State Manager for Asgard Wealth Solutions reporting to the Director of Advice and Distribution.  Mr Langton also held many roles in retail financial services during his 5 years at Bankers Trust Australia which began in 1996 immediately after he graduated from Sydney University.

Mr Langton has completed a Bachelor Degree in Agricultural Economics from the University of Sydney; holds a Graduate Diploma from Securities Institute of Australia (FINSIA) majoring in Applied finance & Investment and has a Diploma in Financial Planning.

Download hi-res photo

Prior to joining Perpetual, Mr Green was at JP Morgan Chase Bank for ten years, most recently as Australasia Business Head - Institutional Trust Services based in Sydney and previously as Vice President - Head of Account Management and Vice President - Head of Analytics based in London, covering the European, Middle Eastern and African markets.

His career began as a solicitor for Corrs Chambers Westgarth. He holds a Masters of Business Administration (London Business School) and a Bachelor of Laws and a Bachelor of Commerce (University of Queensland).

Download hi-res photo

Ms Janine Stewart joined Perpetual in 2007, and was responsible for Remuneration and Benefits and Employee Relations. She was named Group Executive, People and Culture in September 2008.

Ms Stewart is an experienced business leader with a background that spans over 20 years in customer service strategy and design, employee relations, cultural change and people and leadership, primarily in the aviation industry.

Ms Stewart is currently chair of People's Staff Giving Committee.

Before joining Perpetual, Mr Brandweiner worked in investment manager research at ASSIRT and Advance Asset Management. He has a Bachelor of Economics from University of New South Wales and is a CFA Charterholder. He is also a Director of the CFA Society of Sydney and a member of the IFSA Investment Committee.

Mr Richard Vahtrick joined Perpetual in June 2011 and is responsible for operational and information technology support to the business.

Prior to joining Perpetual Mr Vahtrick spent 33 years at IBM where he held senior executive roles in finance, operations and IT in Australia/New Zealand, Asia and Europe. He holds a Bachelor of Science degree (mathematics) from Sydney University and is an FCPA.