Adrian has over 20 years experience in the Funds Management industry. Before joining Beulah Capital, he spent 5 years with a private investment company 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.
Robert has over 15 years experience in the Banking and Financial Services sectors. Prior to joining Beulah Robert was employed in the Stock broking industry, Funds Management and Custodian Services industries. Experience and responsibilities included Portfolio Administration, including Equity Settlements, Corporate Action Administration and Custody Services, predominately to high net worth clients. Robert has an extensive understanding and knowledge of financial statement analysis and fundamental business analysis.