Stuart joined Evans and Partners in 2008 as a founding partner and has held senior roles in asset management. He has more than 20 years’ experience across a broad range of roles in the financial services sector including eight years with Goldman Sachs Asset Management.
As a senior investment adviser, Stuart seeks to address the specific needs of clients encompassing listed and unlisted investments from a global perspective. He ensures that each client’s requirements regarding their investment portfolios are fulfilled, not only the actual investments but also the reporting, administration and third-party relationships.
Stuart 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
He has completed a Bachelor of Commerce from La Trobe University.