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Steven Bird

Executive Director - Senior Investment Adviser, PWM

Steven joined Evans and Partners in 2013 and has more than 20 years’ experience in the financial services sector.  His career spans across global investment markets and many aspects of the financial advice industry working in senior roles with some of the world’s largest asset managers.  

At Evans and Partners, he specialises in implementing both listed and unlisted investment solutions into tailored multi- asset class portfolios, with the overall aim of enhancing the outcome for each individual client. 

Steven is a key member of the BSB Group at Evans and Partners, an experienced senior group of advisers offering a broad scope of wealth management services to high-net-worth individuals and clients of financial intermediaries.

Through the BSB Group clients can gain access to proprietary research and investment strategies. Each strategy is carefully formulated and personalised to each client and then managed through constant market analysis, industry interaction and collaboration. Strategies are not restricted by border and each investment strategy is approached from a global perspective.

There is a particular focus on the outcomes that the client is trying to achieve, either driven by an income focus or a long-term growth objective within the bounds of the client’s risk tolerance. The main objective of capital preservation is paramount.

The Group’s passion is investment markets, remaining solely focused on the role as portfolio caretaker, assisting clients to grow and manage their wealth for future generations.

The BSB Group is:

• Ben Banting
• Steven Bird
• Stuart Campbell
• Kasey Connick
• Phoebe Armitage

Steven has a Bachelor of Business Administration, majoring in Accounting and Finance from La Trobe University.

P: +61 3 9631 9890