As a leading investment management services company, we know what it takes to build and sustain successful asset management businesses. After building and supporting investment managers for much of our careers, we established Channel Capital in 2013 to enable investment managers to benefit from our collective experience and core skill set.
We seek out specialist investment managers with whom to partner. For our partners, we provide the full spectrum of functions required to build and run a complete and cost efficient investment management business. For investors, we provide contemporary and differentiated investment solutions to help preserve and enhance their wealth. We are an experienced and trusted team with an ingrained performance culture – our leading-edge competencies, true client care and attention to detail set us apart.
Our comprehensive, bespoke model provides our investment managers with an intelligent and complete service. Our range of client relationships covers institutional, sophisticated, high net worth, platform and adviser-led investors, as well as asset consultants and ratings houses. Our mission is to provide these clients with contemporary, multi-asset solutions with the highest levels of care and efficient service.
"Our clients gain the benefit of a senior team who have spent their careers designing, building, and managing the businesses and operations of multi-billion dollar institutional investment managers.”
Glen has designed, built and operated businesses for a variety of Australian and global investment managers throughout his 20-year career in the investment management industry. His experience covers strategies ranging from vanilla domestic equities to exotic global derivatives. After spending a decade offshore with the Bank of Bermuda and Credit Suisse, Glen returned to Australia in 2007, ran the successful launch of Solaris Investment Management in 2008, and co-founded Channel Capital in 2013. He also serves as Director of our Responsible Entity, Channel Investment Management Limited, as well as a number of our affiliate investment manager partners’ Boards.
Glen holds a Bachelor of Commerce and MBA from the University of Queensland, and is a Fellow of CPA Australia.
Glen has designed, built and operated businesses for a variety of Australian and global investment managers throughout his 20-year career in the investment management industry. His experience covers strategies ranging from vanilla domestic equities to exotic global derivatives. After spending a decade offshore with the Bank of Bermuda and Credit Suisse, Glen returned to Australia in 2007, ran the successful launch of Solaris Investment Management in 2008, and co-founded Channel Capital in 2013. He also serves as Director of our Responsible Entity, Channel Investment Management Limited, as well as a number of our affiliate investment manager partners’ Boards.
Glen holds a Bachelor of Commerce and MBA from the University of Queensland, and is a Fellow of CPA Australia.
Katherine is a financial services professional with extensive knowledge and experience in the funds management industry and the development and delivery of products to meet client objectives. She has a strong track record in building and leading high performing teams, maintaining accountability and developing quality relationships with stakeholders. She was the former Head of Marketing and Client Services for Solaris Investment Management Limited from 2008 to 2013 and before that, in a similar role with Suncorp Investment Management Limited from 2004-2008. A co-founder of Channel, Katherine is also a Director of our Responsible Entity, Channel Investment Management Limited.
Katherine holds a Bachelor of Laws (Honours) from Bond University.
Katherine is a financial services professional with extensive knowledge and experience in the funds management industry and the development and delivery of products to meet client objectives. She has a strong track record in building and leading high performing teams, maintaining accountability and developing quality relationships with stakeholders. She was the former Head of Marketing and Client Services for Solaris Investment Management Limited from 2008 to 2013 and before that, in a similar role with Suncorp Investment Management Limited from 2004-2008. A co-founder of Channel, Katherine is also a Director of our Responsible Entity, Channel Investment Management Limited.
Katherine holds a Bachelor of Laws (Honours) from Bond University.
Matthew is currently a Partner of Highbury Partnership, one of Australia’s leading independent investment banks and significant minority shareholder of Channel Capital. Matthew is a senior banker with 18 years experience in investment banking and management consulting. He was one of J.P. Morgan’s most senior and respected bankers in Australia, serving as Head of Australian Equities, Head of Equity Capital & Derivative Markets, and as a senior M&A/Coverage banker. Matthew was a member of both J.P. Morgan Australia’s Executive Management Committee and J.P. Morgan’s Global Equities Management Committee. Matthew previously worked as a consultant for Bain & Company. He has lived and worked in Australia, Asia and Europe. Matthew has raised over $50 billion of equity and equity linked capital across all industry sectors, and for many of Australia’s leading corporations and financial institutions.
Matthew is currently a Partner of Highbury Partnership, one of Australia’s leading independent investment banks and significant minority shareholder of Channel Capital. Matthew is a senior banker with 18 years experience in investment banking and management consulting. He was one of J.P. Morgan’s most senior and respected bankers in Australia, serving as Head of Australian Equities, Head of Equity Capital & Derivative Markets, and as a senior M&A/Coverage banker. Matthew was a member of both J.P. Morgan Australia’s Executive Management Committee and J.P. Morgan’s Global Equities Management Committee. Matthew previously worked as a consultant for Bain & Company. He has lived and worked in Australia, Asia and Europe. Matthew has raised over $50 billion of equity and equity linked capital across all industry sectors, and for many of Australia’s leading corporations and financial institutions.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Michael is an experienced finance professional with a career spanning over 25 years as a practicing Chartered Accountant. Michael has a deep understanding of the Wealth industry through his 12 years of working with Westpac Banking Corporation and BT Financial Group (BTFG) covering Funds Management, Insurance and Banking activities. In his most recent role with BTFG, Michael was Head of Finance for the Platforms, Investments and Superannuation business units. He has strong financial control & reporting experience with a proven track record for stakeholder management and leading high performing & diverse teams. Prior to joining Westpac, Michael was a Director with PricewaterhouseCoopers.
Michael holds a Bachelor of Arts in Accountancy from the University of South Australia and is an Associate member of Chartered Accountants of Australia & New Zealand.
Michael is an experienced finance professional with a career spanning over 25 years as a practicing Chartered Accountant. Michael has a deep understanding of the Wealth industry through his 12 years of working with Westpac Banking Corporation and BT Financial Group (BTFG) covering Funds Management, Insurance and Banking activities. In his most recent role with BTFG, Michael was Head of Finance for the Platforms, Investments and Superannuation business units. He has strong financial control & reporting experience with a proven track record for stakeholder management and leading high performing & diverse teams. Prior to joining Westpac, Michael was a Director with PricewaterhouseCoopers.
Michael holds a Bachelor of Arts in Accountancy from the University of South Australia and is an Associate member of Chartered Accountants of Australia & New Zealand.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 20 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 20 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Rebecca is a skilled Compliance Manager with over 16 years financial services experience, specifically in the areas of funds management and financial advice, and has worked for and with a number of organisations, including for an ASX200 AREIT for almost 10 years. She is responsible for the management of the compliance and risk frameworks for Channel Capital and its affiliates, providing proactive support and advice on all compliance matters.
Rebecca has a Masters in Financial Planning and is a Certified Compliance Professional (CCP) with the GRC Institute.
Rebecca is a skilled Compliance Manager with over 16 years financial services experience, specifically in the areas of funds management and financial advice, and has worked for and with a number of organisations, including for an ASX200 AREIT for almost 10 years. She is responsible for the management of the compliance and risk frameworks for Channel Capital and its affiliates, providing proactive support and advice on all compliance matters.
Rebecca has a Masters in Financial Planning and is a Certified Compliance Professional (CCP) with the GRC Institute.
Tom is responsible for the financial and business administration for Channel Capital and its affiliates. Throughout his professional career, Tom has spent 15+ years in both listed and private companies. Joining Wilson HTM Ltd (now Pinnacle Investment Management Limited) in 2007, Tom developed a passion for financial services and funds management. He has a proven track record for developing and implementing the end-to-end financial management systems of Channel Capital which are key to supporting our affiliates from incubation/start up through growth to maturity.
Tom holds a Bachelor of Commerce, majoring in Accounting and Finance and is a member of CPA Australia. Tom also holds a Graduate Diploma of Applied Corporate Governance, is a Chartered Secretary and a Fellow of the Governance Institute of Australia.
Tom is responsible for the financial and business administration for Channel Capital and its affiliates. Throughout his professional career, Tom has spent 15+ years in both listed and private companies. Joining Wilson HTM Ltd (now Pinnacle Investment Management Limited) in 2007, Tom developed a passion for financial services and funds management. He has a proven track record for developing and implementing the end-to-end financial management systems of Channel Capital which are key to supporting our affiliates from incubation/start up through growth to maturity.
Tom holds a Bachelor of Commerce, majoring in Accounting and Finance and is a member of CPA Australia. Tom also holds a Graduate Diploma of Applied Corporate Governance, is a Chartered Secretary and a Fellow of the Governance Institute of Australia.
Clint has responsibility for Channel’s investment analytics and performance reporting. Prior to joining Channel, Clint headed the Solaris client services team, providing reporting and attending to client, consultant and platform inquiries. Before joining Solaris, Clint worked with Goldman Sachs Asset Management in London, specialising in fixed interest portfolio analysis, and in New York as a credit analyst at Deutsche Bank. Closer to home, he held a number of roles in performance analysis with Challenger.
Clint has completed a Graduate Diploma in Applied Finance and Investment with Financial Services Institute of Australasia (FINSIA) and a Bachelor of Commerce at Griffith University, majoring in Accounting and Marketing.
Clint has responsibility for Channel’s investment analytics and performance reporting. Prior to joining Channel, Clint headed the Solaris client services team, providing reporting and attending to client, consultant and platform inquiries. Before joining Solaris, Clint worked with Goldman Sachs Asset Management in London, specialising in fixed interest portfolio analysis, and in New York as a credit analyst at Deutsche Bank. Closer to home, he held a number of roles in performance analysis with Challenger.
Clint has completed a Graduate Diploma in Applied Finance and Investment with Financial Services Institute of Australasia (FINSIA) and a Bachelor of Commerce at Griffith University, majoring in Accounting and Marketing.
As Head of Data Analytics, Rob is responsible for the development of proprietary applications to support both Channel Capital and our investment manager partners. Rob’s responsibilities also include the automation and management of the suite of middle office functions and processes. Prior to joining Channel Capital, Rob looked after IT Development and Portfolio Analytics within Solaris Investment Management Ltd, and was part of the nine person team that founded Solaris after leaving Suncorp Investment Management. Previous to this, Rob spent 11 years in Suncorp’s Information Technology area, holding the position of Systems Analyst, and specialising in investment and treasury applications.
Rob holds a Bachelor of Engineering/Bachelor of Information Technology from Queensland University of Technology, and a Graduate Diploma of Applied Finance & Investment from Kaplan Professional.
As Head of Data Analytics, Rob is responsible for the development of proprietary applications to support both Channel Capital and our investment manager partners. Rob’s responsibilities also include the automation and management of the suite of middle office functions and processes. Prior to joining Channel Capital, Rob looked after IT Development and Portfolio Analytics within Solaris Investment Management Ltd, and was part of the nine person team that founded Solaris after leaving Suncorp Investment Management. Previous to this, Rob spent 11 years in Suncorp’s Information Technology area, holding the position of Systems Analyst, and specialising in investment and treasury applications.
Rob holds a Bachelor of Engineering/Bachelor of Information Technology from Queensland University of Technology, and a Graduate Diploma of Applied Finance & Investment from Kaplan Professional.
Michael is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Michael has built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Michael is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Michael has built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Joanne is responsible for People and Culture at Channel Capital. She is focused on building positive work environments for each of our teams nationally, and manages all personnel issues. Joanne has been part of Channel Capital since inception of the business, and prior to her progression to People and Culture, worked in various finance and business administration positions, dealing with the majority of staff. Previously, Joanne worked for five years with Solaris Investment Management in an office management capacity. Before Solaris, she worked with the investment management team at Suncorp Investment Management.
Joanne is responsible for People and Culture at Channel Capital. She is focused on building positive work environments for each of our teams nationally, and manages all personnel issues. Joanne has been part of Channel Capital since inception of the business, and prior to her progression to People and Culture, worked in various finance and business administration positions, dealing with the majority of staff. Previously, Joanne worked for five years with Solaris Investment Management in an office management capacity. Before Solaris, she worked with the investment management team at Suncorp Investment Management.
George is responsible for Channel Capital’s investment analytics and performance reporting. He brings twenty years of funds management experience and fifteen years of performance analytics experience, having worked with some of the largest custodians and fund managers both locally and abroad. Former roles include Senior Analyst / Team Leader with State Street, Schroders, BNP Paribas and most recently with Aberdeen. George’s experience covers the full performance spectrum, including equity, fixed income and multi-manager asset classes – both attribution and risk. He has a particular strength in the development of fixed income attribution and reporting.
George holds a Bachelor of Commerce (Economics and Finance) from the University of Western Sydney.
George is responsible for Channel Capital’s investment analytics and performance reporting. He brings twenty years of funds management experience and fifteen years of performance analytics experience, having worked with some of the largest custodians and fund managers both locally and abroad. Former roles include Senior Analyst / Team Leader with State Street, Schroders, BNP Paribas and most recently with Aberdeen. George’s experience covers the full performance spectrum, including equity, fixed income and multi-manager asset classes – both attribution and risk. He has a particular strength in the development of fixed income attribution and reporting.
George holds a Bachelor of Commerce (Economics and Finance) from the University of Western Sydney.
Scott is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. He has over 10 years’ experience in the finance industry. Before joining Channel Capital, Scott was a senior fund accountant at JPMorgan in Edinburgh and held various relationship banking roles at NAB. Scott has also served as an Infantry Officer in the Australian and British Army Reserves.
Scott holds a Bachelor of Business (Banking, Finance and International Business) from Queensland University of Technology.
Scott is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. He has over 10 years’ experience in the finance industry. Before joining Channel Capital, Scott was a senior fund accountant at JPMorgan in Edinburgh and held various relationship banking roles at NAB. Scott has also served as an Infantry Officer in the Australian and British Army Reserves.
Scott holds a Bachelor of Business (Banking, Finance and International Business) from Queensland University of Technology.
Paul is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. Before joining Channel Capital, Paul was a portfolio administrator at DNR Capital in Brisbane. Prior to this, Paul held a role within the EMEA Transitions Services team at BlackRock Asset Management in London. He has also worked as a new business coordinator for State Street Global Advisors in London.
Paul holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology.
Paul is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. Before joining Channel Capital, Paul was a portfolio administrator at DNR Capital in Brisbane. Prior to this, Paul held a role within the EMEA Transitions Services team at BlackRock Asset Management in London. He has also worked as a new business coordinator for State Street Global Advisors in London.
Paul holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology.
Alexander is responsible for delivery of technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Alexander has over 15 years’ experience in the IT sector. Before joining Channel Capital, Alexander held senior technical and IT management roles across a broad range of industries including accounting, energy and managed service providers supporting both clients in Australia and overseas. With formal electronic engineering and network engineer qualifications, he has also served eight years in the German air force.
Alexander is responsible for delivery of technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Alexander has over 15 years’ experience in the IT sector. Before joining Channel Capital, Alexander held senior technical and IT management roles across a broad range of industries including accounting, energy and managed service providers supporting both clients in Australia and overseas. With formal electronic engineering and network engineer qualifications, he has also served eight years in the German air force.
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 10 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 10 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
Rob is responsible for the financial and business administration for Channel Capital and its affiliates. Rob has worked as an assistant accountant for three years, having held previous roles in accounting in the Finance and HR sectors. Before joining Channel Capital, Rob worked as an Assistant Accountant for IOOF in their Corporate finance team.
Rob holds a Bachelor of Business (Accounting) from the University of Tasmania.
Rob is responsible for the financial and business administration for Channel Capital and its affiliates. Rob has worked as an assistant accountant for three years, having held previous roles in accounting in the Finance and HR sectors. Before joining Channel Capital, Rob worked as an Assistant Accountant for IOOF in their Corporate finance team.
Rob holds a Bachelor of Business (Accounting) from the University of Tasmania.
Caitlin is part of the team providing compliance support to Channel Capital and our investment manager partners. Prior to joining Channel Capital, Caitlin worked for CBA as a Financial Planner and prior to that, at UniSuper as a Review Adviser.
Caitlin holds a Bachelor of Business with a major in Finance from the Queensland University of Technology as well as a Diploma and Advance Diploma in Financial Planning from Kaplan Australia.
Caitlin is part of the team providing compliance support to Channel Capital and our investment manager partners. Prior to joining Channel Capital, Caitlin worked for CBA as a Financial Planner and prior to that, at UniSuper as a Review Adviser.
Caitlin holds a Bachelor of Business with a major in Finance from the Queensland University of Technology as well as a Diploma and Advance Diploma in Financial Planning from Kaplan Australia.
Clive is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel Capital, Clive was an Investments tutor and research assistant at QUT. Prior to this, Clive worked as a Financial Planning Client Support at Yellow Brick Road.
Clive holds a Bachelor of Commerce from University of Queensland and a Master of Applied Finance with Distinction from Queensland University of Technology.
Clive is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel Capital, Clive was an Investments tutor and research assistant at QUT. Prior to this, Clive worked as a Financial Planning Client Support at Yellow Brick Road.
Clive holds a Bachelor of Commerce from University of Queensland and a Master of Applied Finance with Distinction from Queensland University of Technology.
As the Head of Distribution, Andrew provides strategic leadership for managing the national distribution, marketing and capital raising efforts for Channel Capital’s affiliates and partners. With over 13 years of both domestic and offshore experience covering Asia Pacific, US, European, UK and Australian institutional investors, Andrew also plays a critical role in product, manager and partner/affiliate selection. Andrew’s direct distribution coverage spans the institutional, family office, wholesale, C.I.O, investment committee and board-level engagement. Prior to joining Channel Capital, Andrew was in research sales roles in London and Sydney with JPMorgan.
Andrew holds a Bachelor of Economics from the University of Sydney.
As the Head of Distribution, Andrew provides strategic leadership for managing the national distribution, marketing and capital raising efforts for Channel Capital’s affiliates and partners. With over 13 years of both domestic and offshore experience covering Asia Pacific, US, European, UK and Australian institutional investors, Andrew also plays a critical role in product, manager and partner/affiliate selection. Andrew’s direct distribution coverage spans the institutional, family office, wholesale, C.I.O, investment committee and board-level engagement. Prior to joining Channel Capital, Andrew was in research sales roles in London and Sydney with JPMorgan.
Andrew holds a Bachelor of Economics from the University of Sydney.
Byron is responsible for building and managing relationships with Retail, Intermediary and Family Office clients in New South Wales, Queensland and the Australian Capital Territory. Byron has ten years experience in financial services across distribution, risk management and accounting. Prior to joining Channel Capital, Byron was a Sales Director for Janus Henderson Investors servicing wholesale clients and intermediaries. Prior to this, Byron was a Risk and Compliance Manager, reporting directly to the Head of Risk and Compliance Asia Pacific, at Janus Henderson Investors (formally Henderson Global Investors). Within this team, Byron was responsible for the development of the risk and compliance framework, investment risk and governance function across the Asia Pacific business. Prior to this, Byron was an Audit In-Charge within the Financial Services Audit Division at KPMG Sydney.
Byron holds a Bachelor of Agricultural Economics from the University of Sydney, is a Chartered Accountant with the Institute of Chartered Accountants and holds a Masters of Applied Finance from Kaplan.
Byron is responsible for building and managing relationships with Retail, Intermediary and Family Office clients in New South Wales, Queensland and the Australian Capital Territory. Byron has ten years experience in financial services across distribution, risk management and accounting. Prior to joining Channel Capital, Byron was a Sales Director for Janus Henderson Investors servicing wholesale clients and intermediaries. Prior to this, Byron was a Risk and Compliance Manager, reporting directly to the Head of Risk and Compliance Asia Pacific, at Janus Henderson Investors (formally Henderson Global Investors). Within this team, Byron was responsible for the development of the risk and compliance framework, investment risk and governance function across the Asia Pacific business. Prior to this, Byron was an Audit In-Charge within the Financial Services Audit Division at KPMG Sydney.
Byron holds a Bachelor of Agricultural Economics from the University of Sydney, is a Chartered Accountant with the Institute of Chartered Accountants and holds a Masters of Applied Finance from Kaplan.
As Distribution Director, Luke is responsible for the distribution efforts covering the Retail, Intermediary and Family Office space in Victoria, Tasmania, South Australia and Western Australia. Luke is a senior member of the team with more than 12 years experience in the financial services industry across distribution, investment research and product development. Prior to joining Channel, Luke was Regional Sales Manager for Aberdeen Asset Management servicing wholesale clients and intermediaries across Victoria and Tasmania. Prior to this, he was Model Portfolio Manager at AMP where he was responsible for the construction, management and delivery of a suite of managed fund model portfolios to AMP’s network of financial advisers.
Luke holds a Bachelor of Commerce with Honours in Economics and a Master of Applied Finance.
As Distribution Director, Luke is responsible for the distribution efforts covering the Retail, Intermediary and Family Office space in Victoria, Tasmania, South Australia and Western Australia. Luke is a senior member of the team with more than 12 years experience in the financial services industry across distribution, investment research and product development. Prior to joining Channel, Luke was Regional Sales Manager for Aberdeen Asset Management servicing wholesale clients and intermediaries across Victoria and Tasmania. Prior to this, he was Model Portfolio Manager at AMP where he was responsible for the construction, management and delivery of a suite of managed fund model portfolios to AMP’s network of financial advisers.
Luke holds a Bachelor of Commerce with Honours in Economics and a Master of Applied Finance.
James joined Channel Capital in March 2020 as Distribution Director, responsible for building and managing client relationships across Victoria, Tasmania, South Australia and Western Australia.
Throughout his career, James has built strong relationships with independent and aligned financial advisers and high net worth investors, having spent three years at Pendal as a Key Account Manager, supporting strategic growth developments within the southern region of Australia. James has also worked in similar roles at BlackRock and UBS Wealth Management.
James holds a Bachelor of Commerce (B.Comm) from Deakin University majoring in Accounting and Financial Planning. He has obtained a Claritas certificate from the CFA institute.
James joined Channel Capital in March 2020 as Distribution Director, responsible for building and managing client relationships across Victoria, Tasmania, South Australia and Western Australia.
Throughout his career, James has built strong relationships with independent and aligned financial advisers and high net worth investors, having spent three years at Pendal as a Key Account Manager, supporting strategic growth developments within the southern region of Australia. James has also worked in similar roles at BlackRock and UBS Wealth Management.
James holds a Bachelor of Commerce (B.Comm) from Deakin University majoring in Accounting and Financial Planning. He has obtained a Claritas certificate from the CFA institute.
Angela is responsible for building and implementing marketing, communications and digital content strategies for our fund manager partners. As an experienced senior marketing and content specialist, she has over 17 years’ experience gained working in institutional and retail funds management across traditional and alternative asset classes. Prior to Channel Capital, she was Head of Marketing at Mason Stevens, and previous to this spent over seven years working closely with Advisers and their high net worth clients at Perpetual Private. Angela started her career at Macquarie Investment Management where she spent ten years working in various businesses and across asset classes, products and clients.
Angela holds a Bachelor of Economics from Macquarie University and Social Media Marketing and Digital Strategy Certificates with the University of Sydney – Centre for Continuing Education.
Angela is responsible for building and implementing marketing, communications and digital content strategies for our fund manager partners. As an experienced senior marketing and content specialist, she has over 17 years’ experience gained working in institutional and retail funds management across traditional and alternative asset classes. Prior to Channel Capital, she was Head of Marketing at Mason Stevens, and previous to this spent over seven years working closely with Advisers and their high net worth clients at Perpetual Private. Angela started her career at Macquarie Investment Management where she spent ten years working in various businesses and across asset classes, products and clients.
Angela holds a Bachelor of Economics from Macquarie University and Social Media Marketing and Digital Strategy Certificates with the University of Sydney – Centre for Continuing Education.
Matthew is responsible for marketing communications, events and executing targeted campaigns for our fund manager partners. He also provides marketing technology expertise to optimise the digital client experience. With over seven years’ experience in marketing and distribution, he has previously held roles at Pengana Capital, Peters MacGregor Capital Management, Clime Asset Management, Brookfield Asia Pacific and Sydney Opera House.
He completed his Bachelor degree in Business and Commerce at Western Sydney University.
Matthew is responsible for marketing communications, events and executing targeted campaigns for our fund manager partners. He also provides marketing technology expertise to optimise the digital client experience. With over seven years’ experience in marketing and distribution, he has previously held roles at Pengana Capital, Peters MacGregor Capital Management, Clime Asset Management, Brookfield Asia Pacific and Sydney Opera House.
He completed his Bachelor degree in Business and Commerce at Western Sydney University.
Michael is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Michael has built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Michael is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Michael has built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 10 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 10 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
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