Evidentia Group

The team at Evidentia Group is delighted to announce that Michael Blayney will be joining the Evidentia team as a member of the Investment Committee starting this week. With over 28 years of experience in investment management, consulting and superannuation with some of the world’s leading institutions, Michael is one of Australia’s most highly regarded investment professionals. --- Most recently, Michael was Head of Multi Asset at Pendal for seven years, where he led innovative strategy development. Prior to that, he served as Head of Investment Strategy at Aware Super where he had responsibility for asset allocation and investment strategy across the fund’s A$170Bn of assets. Michael was also Head of Diversified Strategies and a Portfolio Manager at Perpetual for over 5 years. As an actuarial Principal Consultant Michael has also spent over 10 years consulting on investment strategy for some of Australia’s largest and most sophisticated investors and is regarded as one of Australia’s leading experts on investment strategy. Michael brings an impressive 28 years of experience in investment management, consulting, and superannuation to Evidentia Group and his expertise spans diverse areas, including sustainable managed accounts, smart beta strategies, and multi-asset class funds. Michael holds a Bachelor of Science (Mathematics) and a Bachelor of Laws from the University of Queensland and is a Fellow of the Institute of Actuaries of Australia. Michael’s addition to the team is further demonstration of our commitment to continually bring the highest level of investment expertise to bear for our valued clients. Michael’s wealth of knowledge will strengthen our approach to delivering value-driven, forward-thinking investment solutions. With over $12.8 Billion in FUM, Evidentia Group is a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms. We have investment professionals and business consultants across offices in Sydney, Melbourne, Brisbane and Perth. Peter Smith Troy Swann Darren Beesley Christopher Carrodus CFA Hugh Holden Greg Pease, CFA James Meade Leigh Cronin Jo Cornwell, CFA Anthony Corr Will Gramolt Shailesh Jain Georgdie Asprey Samantha Feeley, CFA Fred Guimbeau Ana Sikorski Bridget Poolman Dwight Bennell Yingfeng (Carrick) Zhu, CA CFA Graham Turner Neil Murchie Michael Blayney Georgia Byrne Paul Moriarty Murray Neaves Farah Abdel Aziz Ben Louis Tyler Greenhalgh Kristie Carson Jacob Bellette

The team at Evidentia Group is delighted to announce the launch of the Evidentia Global Private Markets fund in partnership with US based institutional private markets investment consultant Wilshire The fund seeks to offer a single access point global multi-asset, multi-manager solution targeting investment opportunities that exploit inefficiencies in private markets. --- The Fund, to be exclusively offered to Evidentia clients, is open-ended and offers clients monthly liquidity, providing access to both fund investments and direct private market deal co-investment opportunities from around the world. The Fund is also dynamically hedged.   Wilshire has over 50 years of experience advising and managing money on behalf of many of the world’s most sophisticated and complex institutional investors with over $1.4 trillion in assets under advisement, including nearly $121 billion in assets under management (at 31/12/2023). Today Wilshire is the trusted investment consultant and partner to more than 500 leading institutional and financial intermediaries globally and will exclusively partner with Evidentia in the Australian private wealth market.   Wilshire has been providing services in private markets since 1984 and has investment professionals in North America, Europe and Asia allowing a combined global perspective with local market presence. The historical underlying manager relationships that Wilshire have built over the past decades, together with the well-known Wilshire brand, provides for access to oversubscribed funds with limited access as well as privileged access to co-investment and secondary private market deals.   Evidentia and Wilshire’s investment philosophy is based on the belief that significant excess returns from private markets may be derived from active specialist managers investing in inefficient markets. Our portfolios will typically focus on smaller fund sizes, and specialist teams with operational experience and strong track records in driving significant growth from their investee companies.    With over $10 Billion in FUM, Evidentia Group builds and manages SMA portfolios for a select group of Australia's leading Private Wealth firms. Peter Smith Troy Swann Paul Moriarty Darren Beesley Jo Cornwell, CFA Christopher Carrodus CFA Anthony Corr Greg Pease, CFA James Meade Will Gramolt Hugh Holden Shailesh Jain Fred Guimbeau Georgdie Asprey Yingfeng (Carrick) Zhu, CA CFA Samantha Feeley, CFA Ana Sikorski Bridget Poolman Graham Turner Dwight Bennell Georgia Byrne Kristie Carson Leigh Cronin Neil Murchie Murray Neaves @Farah Abdel Aziz @Ben Louis @Jacob Bellette

The team at Evidentia Group is delighted to announce that experienced investment professional Fred Guimbeau has joined the business in the role of Principal, Asset Consulting based in Perth. 
 
Fred is a highly regarded and experienced investment management professional and has over 27 years experience in investment management roles. Fred’s broad experience in the investment management industry spans multiple asset classes including equities, fixed income, alternatives, and private markets gained from roles in Australia, the UK, and Canada.   Most recently Fred was with Macquarie Bank in the Macquarie Asset Management business for the past nine years with a focus on working as an investment specialist across equities, fixed income, and alternatives in both private and public markets.   Over this whole period with Macquarie Fred has been based in Perth and has worked closely with the leading private wealth firms in Western Australia and South Australia with a focus on relationship management, peer analysis and attribution, and portfolio construction with a goal being to assist advisers in building better portfolios for clients.   Fred has been working in financial services since 1997, where he started in an operational role at Merrill Lynch Europe based in London, followed by back and middle office roles in the equity trading arms of Merrill Lynch International based in London, Deutsche Bank based in London, and then TD Waterhouse in Toronto.   His career then progressed through trading, distribution and management roles in the commodities and fund management sectors here in Australia.   Fred will be based in Perth and will lead Evidentia’s growth and consulting efforts in the West Australian and South Australian markets working with a select group of leading Private Wealth firms in these markets. Fred holds a Bachelor of Commerce with majors in Banking and Finance, and a Graduate Diploma in Applied Finance and Investment.   With over $9.4 Billion in funds under management, Evidentia Group builds and manages tailored investment portfolios for a select group of Australia’s leading Private Wealth firms.

Fred’s appointment reinforces our continued focus to heavily reinvest in the best people and services to ensure we are always improving the solutions and support provided to our Partner firms. Peter Smith Troy Swann Greg Pease, CFA Christopher Carrodus CFA Darren Beesley Leigh Cronin Anthony Corr Jo Cornwell, CFA James Meade Will Gramolt Samantha Feeley, CFA Neil Murchie Yingfeng (Carrick) Zhu, CA CFA Hugh Holden Georgia Byrne Graham Turner Shailesh Jain Georgdie Asprey Kristie Carson Fred Guimbeau Ben Louis Farah Abdel Aziz Paul Moriarty Murray Neaves Kristie Carson Ana Sikorski Bridget Poolman

The team at Evidentia Group is delighted to announce that experienced advice and distribution professional Bridget Poolman has joined the business in the role of Regional Manager, based in Sydney.   Bridget has over 23 years’ experience working in wealth management and financial services having worked with leading financial institutions predominantly in advice-centric roles. She is regarded as one of the most experienced advice and distribution professionals in the market and over her career has helped many advice firms build outstanding businesses and deliver great client outcomes.   Bridget has held senior roles across strategy, advice, practice development, sales and investments. These roles entailed overseeing dealer group advisory operations, building relationships with financial advice firms, and working with practice Principals on developing and executing strategic business plans.   Most recently Bridget was a Senior Consultant with the Godfrey Pembroke Group where she was charged with building and implementing the high-net-worth (HNW) strategy for the firms in the Godfrey Pembroke network. This involved working with advice firms to build HNW marketing and client engagement programs within their businesses. This also involved working with the advice firms to then ensure their investment solutions suited this client segment.   Bridget’s role at Evidentia is to work with our Partner firms to embed our portfolio solutions to drive practice efficiency, utilise the range of communications material, embed client engagement solutions, and to ultimately engage with our Partner firms to help them drive better business and client outcomes.   Bridget’s qualifications include a BSC Hons from University College London (UCL), an Advanced Diploma in Financial Services and soon to be completed Graduate Diploma in Applied Finance.  Bridget has also completed the Executive Program at Stanford Business School in the USA.   With over $8.8 Billion in funds under management, Evidentia Group builds and manages tailored investment portfolios for a select group of Australia’s leading Private Wealth firms.   Bridget’s appointment further reinforces our commitment to heavily reinvest in the best people in the market to ensure our valued Partner firms always receive outstanding levels of value-added service and support. Peter Smith | Bridget Poolman | Troy Swann | Greg Pease, CFA | Christopher Carrodus CFA | Darren Beesley | Leigh Cronin | Jo Cornwell, CFA | Will Gramolt | Anthony Corr | James Meade | Hugh Holden | Georgdie Asprey | Neil Murchie | Ana Sikorski | Samantha Feeley, CFA | Yingfeng (Carrick) Zhu, CA CFA | Graham Turner | Dwight Bennell | Farah Abdel Aziz | Georgia Byrne | Kristie Carson | Murray Neaves | Paul Moriarty

The team at Evidentia Group is delighted to announce that experienced advice and distribution professional Bridget Poolman has joined the business in the role of Regional Manager, based in Sydney.   Bridget has over 23 years’ experience working in wealth management and financial services having worked with leading financial institutions predominantly in advice-centric roles. She is regarded as one of the most experienced advice and distribution professionals in the market and over her career has helped many advice firms build outstanding businesses and deliver great client outcomes.   Bridget has held senior roles across strategy, advice, practice development, sales and investments. These roles entailed overseeing dealer group advisory operations, building relationships with financial advice firms, and working with practice Principals on developing and executing strategic business plans.   Most recently Bridget was a Senior Consultant with the Godfrey Pembroke Group where she was charged with building and implementing the high-net-worth (HNW) strategy for the firms in the Godfrey Pembroke network. This involved working with advice firms to build HNW marketing and client engagement programs within their businesses. This also involved working with the advice firms to then ensure their investment solutions suited this client segment.   Bridget’s role at Evidentia is to work with our Partner firms to embed our portfolio solutions to drive practice efficiency, utilise the range of communications material, embed client engagement solutions, and to ultimately engage with our Partner firms to help them drive better business and client outcomes.   Bridget’s qualifications include a BSC Hons from University College London (UCL), an Advanced Diploma in Financial Services and soon to be completed Graduate Diploma in Applied Finance.  Bridget has also completed the Executive Program at Stanford Business School in the USA.   With over $8.8 Billion in funds under management, Evidentia Group builds and manages tailored investment portfolios for a select group of Australia’s leading Private Wealth firms.   Bridget’s appointment further reinforces our commitment to heavily reinvest in the best people in the market to ensure our valued Partner firms always receive outstanding levels of value-added service and support. Peter Smith | Bridget Poolman | Troy Swann | Greg Pease, CFA | Christopher Carrodus CFA | Darren Beesley | Leigh Cronin | Jo Cornwell, CFA | Will Gramolt | Anthony Corr | James Meade | Hugh Holden | Georgdie Asprey | Neil Murchie | Ana Sikorski | Samantha Feeley, CFA | Yingfeng (Carrick) Zhu, CA CFA | Graham Turner | Dwight Bennell | Farah Abdel Aziz | Georgia Byrne | Kristie Carson | Murray Neaves | Paul Moriarty

The team at Evidentia Group is delighted to announce that experienced investment professional Shailesh Jain has agreed to join the business and will commence with us in early May in the role of Principal, Asset Consulting.   Shailesh is a highly regarded and experienced investment management and asset consulting professional and has over 20 years experience in investment management roles. Shailesh’s broad experience in the investment management industry spans multiple asset classes including equities, fixed income, alternatives, and private markets. Shailesh has spent nearly 4 years as a Senior Investment Consultant with Zenith Investment Partners based in Melbourne. In this role Shailesh advised some of Zenith’s largest Private Wealth firm clients on portfolio construction and worked closely with these firms to run tailored SMA investment programs for them. Prior to joining Zenith Shailesh spent nearly 12 years at Lonsec in a number of senior investment management and research roles including Head of Equity Fund Research; Manager, Australian Equities; and Senior Investment Analyst. He also spent 4 years as a credit analyst with a major Australian bank.   As one of Australia’s most highly regarded Asset Consultants, Shailesh will be based in Melbourne and will lead Evidentia’s growth and consulting efforts in the Victorian and Tasmanian markets working with a select group of leading Private Wealth firms in these markets.   Shailesh holds a Masters of Applied Finance from the University of Melbourne, a Bachelor of eCommerce from Deakin University, and a Bachelor of Business Management. . With $8.8 Billion in funds under management, Evidentia Group builds and manages tailored investment portfolios for a select group of Australia’s leading Private Wealth firms. Shailesh's appointment reinforces our continued focus to heavily reinvest in the best people and services to ensure we are always improving the solutions and support provided to our Partner firms. Peter SmithGreg Pease, CFATroy SwannJames MeadeLeigh CroninChristopher Carrodus CFAHugh HoldenGeorgdie AspreyAna SikorskiWill GramoltNeil MurchieJo Cornwell, CFAYingfeng (Carrick) Zhu, CA CFAAnthony CorrDarren BeesleySamantha Feeley, CFABridget PoolmanGraham TurnerMurray NeavesFarah Abdel AzizGeorgia ByrneKristie CarsonJacob Bellette Paul Moriarty

The team at Evidentia Group is delighted to announce a significant moment in the evolution of our business.    Scarcity Partners has made a strategic minority investment in our firm, marking a pivotal juncture in our journey.   The catalyst event for the partnership was the retirement of one of our operationally focussed founders. This led us to explore succession and growth avenues.   Scarcity Partners brings long-term, non-invasive, supportive private capital. Critically though, they bring unmatched sector expertise and intellectual property across client solutions, operations, growth avenues, governance, and product innovation.    The Scarcity Partners business was founded, and is operated, by some of the most experienced professionals in the Australian market. The team has deep domain expertise, given their backgrounds as Founders, Chairs, Board Directors, and C-level professionals across firms such as Pinnacle Investment Management (and their affiliates), Hyperion Asset Management, Magellan Asset Management, and Paradice Investment Management.    While their extensive expertise is available for support and guidance, this will not lead to any change in the day-to-day operation of our business. Scarcity Partners will have no executive involvement and will occupy a single board seat (of five), ensuring our team maintains control of our business, both operationally and strategically.    In essence, the Scarcity team has invested in our business because they love our proposition to our valued partner firms.   From the inception of our business, we have been very focussed on the profile of the firms we wanted to partner with. Our clients are a select group of the leading Private Wealth firms in the Australian advice market and we now manage over $8 billion on their behalf. They are leaders in the field, highly professional, growth focused, and run client centric business models.   We feel privileged to be working with them and these partnerships are the aspect of our business we are most proud of.   The whole Evidentia team has committed long-term to build a multi-generational business, providing great solutions for our clients, and we couldn’t be more excited to have the Scarcity team with us on the journey as supportive partners.    We are excited about the opportunities this partnership will bring and are committed to delivering even better solutions for our valued partner firms.   Our business philosophy from day one has been built around the mantra of institutional quality, boutique delivery. As we look to the future – this approach will continue to guide us. --

The team at Evidentia Group is delighted to announce a significant moment in the evolution of our business.    Scarcity Partners has made a strategic minority investment in our firm, marking a pivotal juncture in our journey.   The catalyst event for the partnership was the retirement of one of our operationally focussed founders. This led us to explore succession and growth avenues.   Scarcity Partners brings long-term, non-invasive, supportive private capital. Critically though, they bring unmatched sector expertise and intellectual property across client solutions, operations, growth avenues, governance, and product innovation.    The Scarcity Partners business was founded, and is operated, by some of the most experienced professionals in the Australian market. The team has deep domain expertise, given their backgrounds as Founders, Chairs, Board Directors, and C-level professionals across firms such as Pinnacle Investment Management (and their affiliates), Hyperion Asset Management, Magellan Asset Management, and Paradice Investment Management.    While their extensive expertise is available for support and guidance, this will not lead to any change in the day-to-day operation of our business. Scarcity Partners will have no executive involvement and will occupy a single board seat (of five), ensuring our team maintains control of our business, both operationally and strategically.    In essence, the Scarcity team has invested in our business because they love our proposition to our valued partner firms.   From the inception of our business, we have been very focussed on the profile of the firms we wanted to partner with. Our clients are a select group of the leading Private Wealth firms in the Australian advice market and we now manage over $8 billion on their behalf. They are leaders in the field, highly professional, growth focused, and run client centric business models.   We feel privileged to be working with them and these partnerships are the aspect of our business we are most proud of.   The whole Evidentia team has committed long-term to build a multi-generational business, providing great solutions for our clients, and we couldn’t be more excited to have the Scarcity team with us on the journey as supportive partners.    We are excited about the opportunities this partnership will bring and are committed to delivering even better solutions for our valued partner firms.   Our business philosophy from day one has been built around the mantra of institutional quality, boutique delivery. As we look to the future – this approach will continue to guide us. --