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Perpetual Private Managed Accounts

Perpetual Private Managed Accounts

Flexibility, support, and broad expertise tailored for advisers and their clients

At Perpetual Private, many of our advisers use managed accounts to deliver a solution for their clients.

Managed accounts offer the benefits of wide diversification, professional asset management and tax efficiency, and give clients and their advisers clear visibility of what’s happening in portfolios.  At a time when market changes seem to be accelerating, managed accounts also offer responsiveness - the ability to move money quickly and efficiently to reduce risk or capture opportunities.

Perpetual Private’s Managed Accounts service is now available for independent advisers – so those advisers can offer all those benefits to their clients and capture efficiency in their practice.

Our capabilities

Why Perpetual Private

Our Managed Account experts - in their own words

“After running Managed Accounts for clients for over ten years we know how effective they can be – and how to make them work for clients and advisers.” – Amanda Chow, Head of Managed Accounts, Perpetual Private

“Our Managed Accounts are backed by a large, highly qualified investment team with a track record of delivering excellent investment outcomes through time. Our portfolios are transparent and supported by a detailed set of communications and collateral. Advisers should feel confident that they will be able to give their clients the assurance they need on what’s happening in their portfolios.” – Kyle Lidbury, Head of Investment Research, Perpetual Private

Benefits of Managed Accounts

Meet the team

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Kyle Lidbury
Head of Investment Research, Perpetual Private
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Lydia Kav
Head of Manager Research
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Andrew Garrett
Investment Director
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Emily Barlow
Investment Director
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Hugo Agudo
Portfolio Manager
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David Blunt
Portfolio Manager
Eddie Lee
Senior Research Analyst
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David Cohen
Senior Research Analyst
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Gregory Kynoch
Research Analyst NSW
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Stephen Kench
Head of Direct Equities
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Daniel Nelson
Portfolio Manager, Direct Equities
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Damen Kloeckner
Senior Research Analyst, Direct Equities
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Amanda Chow
Head of Managed Accounts
Desmond Tsao
Senior Research Analyst, Direct Equities
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Hugo Goode
Investment Associate, Managed Accounts
Kyle Lidbury
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Kyle Lidbury

Head of Investment Research, Perpetual Private
Bio

Years of experience: 23
Years at Perpetual: 12

Kyle joined Perpetual Private in July 2014 and leads the 18 person Investment Research team. In this role, he is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes. 

Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations.

Lydia Kav
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Lydia Kav

Head of Manager Research
Bio

Years of experience: 26
Years at Perpetual: 1

Lydia heads the Perpetual Private Multi Manager team, leading the investment research process with a view to generating consistent client outcomes in line with our investment philosophy. The team aims to drive growth through innovative investment solutions for clients.  Lydia is also responsible for the manager research investment process, asset allocation methodology & investment strategies across all asset classes for Perpetual Private’s suite of multi manager funds, model portfolios and our approved product lists.  

Lydia recently joined from AMP Capital, where as Head of Sector Multi-Manager she led the multi manager team of portfolio managers investing across all asset classes, private and public, in Australia and globally. Her previous roles included Senior Portfolio Manager (Fixed Income), Investment Specialist, and Co-Head of Quantitative Analysis & Risk Management (Fixed Income). Lydia holds a Bachelor of Commerce and Administration, with first class Honours in Economics, from Victoria University in New Zealand.

Andrew Garrett
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Andrew Garrett

Investment Director
Bio

Years of experience: 18 
Years at Perpetual: 3

Provides investment research, portfolio construction and bespoke investment advice for Perpetual Private’s clients.

Andrew works closely with advisers by providing specialist investment knowledge on Perpetual’s investment process and strategy implementation, focusing on delivering optimal solutions to our stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.

Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual’s clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.

Andrew is a holder of the Chartered Financial Analyst designation.

Emily Barlow
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Emily Barlow

Investment Director
Bio

Emily is responsible for providing strategic advice and research to Aged Care and Not for Profit clients across Perpetual’s Private Wealth business.

Prior to joining Perpetual, Emily was a Senior Consultant at Mercer providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led a number of research initiatives on wellness, needs and solutions in retirement.

Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.

Emily has 10 years of experience in financial services across Australia and the UK and is based in Sydney.

Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate and the Chartered Financial Analyst designation.

Hugo Agudo
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Hugo Agudo

Portfolio Manager
Bio

Years of Experience: 21
Years at Perpetual: 6

Hugo joined Perpetual in May 2016 as a Senior Research Analyst with a focus on hedge funds and credit opportunities.

Prior to joining Perpetual, Hugo was a Portfolio Manager—Alternatives in IOOF’s multi manager business. Hugo was responsible for building and maintaining a portfolio of hedge funds, private equity, private debt and infrastructure. Prior to becoming a portfolio manager, Hugo was a Senior Research Analyst at IOOF with responsibilities in alternatives, asset allocation and international equities. Hugo was also a Research and Performance Analyst at AM Corporation which was subsequently acquired by IOOF.

Hugo holds a Bachelor of Science from Macquarie University.

David Blunt
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David Blunt

Portfolio Manager
Bio

Years of experience: 13 
Years at Perpetual: 7

David joined Perpetual Private’s Investment Research team in May 2015. David manages Perpetual Private’s growth alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds. Concurrently, he leads the team’s effort in incorporating ESG, Responsible Investments and Impact investments across portfolios. Additionally, David is a non-executive director of the Utilities Trust of Australia (UTA) Trustee Board. David is a member of UTA’s ESG Committee. 

David has over eleven years’ experience as an investment professional operating in a fiduciary environment. Prior to joining Perpetual, David held roles with ANZ and MLC where he was responsible for capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Prior to MLC, David spent time with Liquid Capital Markets, a firm operating in global derivatives markets.

David holds a Bachelor of Arts with majors in Economics and Politics & International Relations from the University of New South Wales and a Graduate Diploma in Applied Finance from Kaplan Professional. Additionally, David completed the Australian Institute of Company Directors, Company Directors Course in 2017 and attained his Chartered Alternative Investment Analyst designation in 2018

Eddie Lee

Eddie Lee

Senior Research Analyst
Bio

Years of experience: 12
Years at Perpetual: 1

Eddie joined Perpetual Private’s Investment Research team in July 2022 where he is responsible for asset allocation, portfolio construction and investment manager research. Prior to joining Perpetual, Eddie was Associate Portfolio Manager at Australian Super and Portfolio Manager at Findex Group with experience across investment strategy, asset allocation and multi-manager research. At Findex Eddie was responsible for building and managing the tactical asset allocation process, portfolio construction and manager selection across asset classes using a total portfolio approach. Prior to that Eddie worked at Atchison Consultants working with a range institutional clients including superannuation funds, charities and endowments. Eddie holds a Bachelor of Economics and Finance from RMIT University in Melbourne, Victoria.

David Cohen
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David Cohen

Senior Research Analyst
Bio

Years of experience: 23 

David joined Perpetual Private’s Investment Research team in August 2022 where he will be involved in asset allocation, portfolio construction, investment manager research and development of responsible investment solutions. 

Prior to joining Perpetual, David was the Head of Research at Evergreen Consultants leading manager research and assisting retail advisers build diversified managed accounts. He was also a Senior Investment Analyst at Atrium Investment Management focussing on liquid alternatives research, portfolio implementation and managing diversified portfolios.  

David is a CFA and CAIA Charter holder and has completed the Masters of Applied Finance from Macquarie University.

Gregory Kynoch
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Gregory Kynoch

Research Analyst NSW
Bio

Years of experience: 11
Years at Perpetual: 8

Greg has been with Perpetual Private for over 7 years, having recently joined the Perpetual Private’s Investment Research team in July 2021 with a primary focus on Australian equities, as well as other bespoke investment opportunities for Perpetual Private’s Wholesale advice clients.

Prior to joining the Research team, Greg has been a Senior Financial Adviser at Perpetual Private, providing investment portfolio advice and bespoke portfolio reporting and analysis to sophisticated Not-for-Profit and High Net Worth clients, across a broad and diverse range of sectors and client profiles. Before joining Perpetual, Greg also has past experience as an Adviser in boutique financial planning firms – AFPG and Dixon Advisory – as well as technical advice experience as a paraplanner at BT Financial Group.

Greg holds a Bachelor of Business with a major in Accounting from the University of Technology Sydney and is a Certified Financial Planner (CFP) with the FPA Institute. Greg has also passed the Level 2 exam for the Chartered Financial Analyst (CFA) program.

Stephen Kench
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Stephen Kench

Head of Direct Equities
Bio

Years of experience: 27
Years at Perpetual: 12

Stephen is responsible for Perpetual Private’s direct equity investment and research capability, including stock selection and ongoing management of direct equity investment portfolios for clients (as managed accounts, or on an advisory basis). He provides detailed input on direct equities – company analysis & research, recommendations and portfolio structuring, and leads a team of five investment analysts across most key equity sectors.

Stephen has spent more than twenty years as an equity market specialist. Prior to joining Perpetual, he spent four years as a Senior Investment Analyst at Queensland Investment Corporation (QIC) in the domestic equity funds management team. He was primarily responsible for covering sectors such as Financials, Healthcare, Food & Beverage and Building Materials. Stephen also spent considerable time as a Senior Research Analyst at Macquarie Group, where he specialised in Banks and Diversified Financials.

Stephen’s academic qualifications underpin his extensive experience. He holds a Bachelor of Economics (Macquarie University), is an Associate of FINSIA and a Chartered Financial Analyst (CFA Institute).

Daniel Nelson
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Daniel Nelson

Portfolio Manager, Direct Equities
Bio

Years of experience: 15
Years at Perpetual: 10

Daniel joined Perpetual in 2011 as a Research Analyst within Perpetual Private's Direct Equities team. He is responsible for research of the Resources, Other Materials (building materials and chemicals), Energy and some Industrial sectors.

Daniel joined Perpetual after 4 years with Constellation Capital Management, a boutique funds manager, where he had responsibility for researching the Consumer Staples, Agriculture, Utilities and Telecommunications sectors.

Prior to Constellation, Daniel worked for Hoyts Corporation where he was Group Accounting Manager responsible for financial reporting and modelling of capital investment opportunities.

Daniel has completed the CFA program and holds a Bachelor of Science (Mathematics) and a Master of Commerce (Finance and Accounting), both from the University of Sydney.

Damen Kloeckner
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Damen Kloeckner

Senior Research Analyst, Direct Equities
Bio

Years of experience: 8
Years at Perpetual: 4

Damen joined Perpetual in 2018 as a Research Analyst within the Perpetual Private’s Direct Equities team. He is responsible for investment analysis and research of Gaming, Consumer Staples and several other Industrials sectors, as well as supporting the team in small companies and other industry research.

Damen joined Perpetual following four years at Clime Investment Management, a boutique, value-oriented wealth manager, specialising in high net worth clients. At Clime, Damen had responsibility for ex-ASX 50 (mid-sized company) stocks, as well as many of the team’s quantitative processes.

Damen holds a Bachelor of Commerce (Finance and Commercial Law) from the University of Sydney and is a CFA Charterholder.

Amanda Chow
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Amanda Chow

Head of Managed Accounts
Bio

Years of experience: 17

Amanda joined Perpetual in March 2022 and is responsible for Perpetual Private’s Managed Accounts and intermediary investment advice offer.

Prior to joining Perpetual, Amanda was Senior Manager of Investment Governance at Ironbark Asset Management. She was responsible for Ironbark’s Multi-Asset Investment Governance team, contributing to the delivery and ongoing oversight of investment solutions via managed accounts and multi-asset funds. Amanda has also held roles as an Investment Analyst at JBWere and MLC and as a Consultant at JANA.

Amanda holds a Bachelor of Commerce/Bachelor of Science from the University of Sydney and is a CFA Charterholder.

Desmond Tsao

Desmond Tsao

Senior Research Analyst, Direct Equities
Bio

Desmond joined Perpetual in 2022 as a Senior Research Analyst within Perpetual Private’s Direct Equities team. He is responsible for research coverage of the Media and Consumer Staples/Discretionary sectors as well as leading the team’s ex-100 small companies opportunities.

Prior to joining, Desmond was an Executive Director at Goldman Sachs Equity Research, during which he was part of the top 3 rated Financials team and had lead coverage of the Gaming and Media sectors. Before that he worked at ANZ for a number of years across Equities and Group Treasury.

Desmond is a CFA Charterholder and holds a Bachelor of Commerce (Finance and Economics) with Honours.

Hugo Goode
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Hugo Goode

Investment Associate, Managed Accounts
Bio

Years of experience: 8

Years at Perpetual: 1

Hugo joined Perpetual Private’s Investment Research Team in October 2023 as an Investment Associate. In this role, he primarily supports the Head of Managed Accounts and Perpetual Private Investment Directors through the creation and ongoing maintenance of investment content and collateral. Additionally, he assists in communicating the Perpetual Private investment offer to advisers and intermediary sales on behalf of the Multi-Manager and Direct Equities teams.

Prior to joining Perpetual, Hugo spent four years working overseas in Vancouver, Canada for a wealth management firm as a Research Analyst. In this role, he primarily focused on the strategic and tactical asset allocation of the firm’s High Net Worth client base, across a broad range of asset classes and client profiles. Prior to that, he held roles in Sydney at BT Financial Group as a Customer Relations Consultant and TP ICAP as a Trainee Broker.

Hugo is a Chartered Financial Analyst (CFA) with a Bachelor of Commerce degree, majoring in Finance and Accounting from the University of New South Wales.

Get in touch – Contact us on 1800 631 381

Or please submit the form below and our Managed Accounts team will contact you.

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This webpage  has been prepared by PTCo and Perpetual Investment Management Limited (PIML) ABN 1800 866 535, AFSL 234426 and issued by PTCo It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The PDS, issued by PIML should be considered before deciding whether to acquire or hold units in the funds. The PDS and Target Market Determination are available on our website at www.perpetual.com.au. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This webpage may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

* The rating contained in this webpage is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.