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Michael Clegg

Executive Director, PWM

Michael joined Evans and Partners in 2011 and manages the investment affairs of high-net-worth families, individuals and not-for-profit organisations. He has more than 15 years’ experience in investment markets, spanning across advisory and dedicated investment research roles.

Prior to joining Evans and Partners, Michael worked at Perpetual Limited as a research analyst focusing on all asset classes, before specialising in direct equities. He also worked at Goldman Sachs JBWere as an associate adviser.

In his current role Michael fosters deep relationships with his clients. This begins with a thorough understanding of their individual circumstances relevant to growing and managing their wealth as well as their day-to- day financial needs. Importantly, he gains knowledge of where each of his clients sit on the trade-off between risk tolerance and return expectation .

Michael’s clients come from a range of professional and business backgrounds and he treats his role in their lives as long-term and multi-generational. He also works with a number of accountants, financial planners and other financial service providers by delivering complementary services for the benefit of their clients.

He has a Bachelor of Commerce from The University of Sydney and is a CFA Charterholder.

Michael lives in Sydney with his wife and young family.

P: +61 2 8070 6628