Beulah Capital is an Australian based investment services business founded in 2008 by Sandy Boag, Christian Ryan and Amanda Hobbs. Beulah Capital provides a highly personalised level of financial services to investors to help protect and grow the value of their assets.
Sandy has over 10 years experience in the finance industry managing assets for both private clients and institutions in Melbourne and Singapore. Before founding Beulah Capital, Sandy spent 2 years with a private investment advisory company managing Australian and global equities portfolios for high net worth individuals, family groups and charitable foundations. Prior to this he worked as an equity trader at Goldman Sachs JBWere and with Deutsche Bank managing Australian equities and fixed income for high net worth individuals, institutions and charities in Melbourne. Whilst in Singapore, he ran a number of global portfolios for clients within the Private Banking Division and was responsible for managing global equities, foreign exchange and emerging market bonds.
Christian has over 6 years experience in the financial services industry. Before founding Beulah Capital, Christian’s experience in personal wealth creation has evolved from his career in financial services, superannuation and private client advisory services. In addition to investment markets and portfolio construction, Christian has a thorough understanding of superannuation, investment/business structuring, tax planning and accounting. His diverse experience includes being an investment advisor and financial planner with a private investment advisory practice, a business consultant advising SME clients on their business operations and a position in private banking whereupon he advised clients on investment and wealth creation strategies.
Amanda has over 15 years experience in the investment services industry. Before joining Beulah Capital, she held the position of senior client advisor for 9 years in a private investment advisory company providing advice to high net worth individuals, family groups and charitable groups on Australian and global equities, listed interest bearing securities, portfolio management, superannuation and tax planning. She has a strong interest in researching and advising on ethical investments. Prior to her investment advisory role, Amanda developed and managed the portfolio administration platform.
Ralph has over 24 years experience in the banking, finance and investment services industries. Before joining Beulah Capital, his prior roles include 9 years with Coopers & Lybrand (now PWC) in Sydney, London and Eastern Europe as a banking, finance and treasury specialist. He spent 9 years with Deutsche Bank being responsible for the Private Banking Division including structured products, margin lending and private stock broking teams. And more recently over 2 years with Intech Pty Limited as a senior consultant to institutional portfolio managers and senior portfolio manager for the Intech Investment Trusts. Ralph is the principal officer for his family investment group currently active in the private, listed and derivative markets across multiple asset classes.
James has over 10 years experience in equity markets. Prior to joining Beulah Asset Management Pty Ltd, James was a portfolio manager for 2 years with boutique fund manager, Opis Capital. In addition to this, James brings stockbroking experience to the team after spending nearly 8 years at Goldman Sachs JBWere as an Institutional Dealer primarily broking Australian equities to offshore clients.
Adrian has over 17 years experience in the Funds Management industry. Before joining Beulah Capital, he spent 5 years with a private investment company as the Systems Development Officer where he managed the unit pricing of both domestic and international investment products and portfolio performance reporting and analysis. He also managed the company’s investment administration and trading platforms. Prior to this Adrian spent 12 years with ANZ Investments in the Investment Accounting Division. His areas of responsibility included the daily valuation and unit pricing of managed funds and investment trusts, private client reporting for separately managed accounts and investment accounting of managed funds and investment trusts. He also managed the investment administration, corporate actions, security settlements and the overseas and domestic cash departments.
Before joining Beulah Capital, Andrew worked for 5 years as the Administration Manager with a private investment company where he gained specialist skills in the ongoing administration of investment portfolios and where necessary, the reconstruction of cost bases for investments. Prior to this, Andrew worked at a major law firm for 14 years where he was involved in the administration of trusts and estates.