Max is Head of Investment Strategy, having joined the business in 2014. He is responsible for leading the firm’s investment strategy formulation, setting and maintaining strategic and tactical asset allocations, and managing multi-asset portfolios for private clients. Max conducts macroeconomic and market research and advises the firm’s investment and governance committees.

Working closely with the Chief Investment Officer, Max develops investment views and portfolio positioning strategies for high-net-worth clients and family offices. He regularly presents market insights and investment analysis to private client advisers and clients through written research and oral presentations.

Prior to his current role, Max held a management position within the Private Wealth division of the Group. He specialises in portfolio construction and has comprehensive expertise in the macroeconomic environment and the fundamental and technical drivers of financial markets.

Max holds a Masters of Banking and Finance and a Bachelor of Business Law from Monash University.