Colin is one of the founders of PAN-Tribal and is an experienced asset management CEO.
His business philosophy is based on bringing the best asset managers to the Australian market. He and his fellow business owners seed the funds with personal money, actions not just words supporting his business decisions.
Having held a number of roles at UBS Global Asset Management, including CEO of the Australian business, Colin can leverage the contacts in his global network – his exposure to investment experts around the world has put him in a good position to identify and access the best investment managers globally.
Colin has 24 years’ funds management experience, holding senior management roles domestically and in Asia Pacific. Colin has an MBA from RMIT, a Graduate Diploma of Financial Planning and a Bachelor of Education.
David has over 2o years’ experience in the financial services industry, having worked for several of Australia’s largest financial services companies, including AXA and AMP.
David has a strong understanding of the financial planning industry; his in-depth knowledge in the areas of investments, superannuation, SMSFs and financial planning, coupled with his strong client focus, have resulted in him holding a range of senior roles. David joined PAN-Tribal from Equity Trustees, where he was the National Head of Distribution. He has a Bachelor of Economics, majoring in Banking and Finance, and a Graduate Diploma in Financial Planning.
Matthew joined the PAN-Tribal team having spent the last 14 years working in the financial services industry. For the last six years, Matthew has worked with Colonial First State as an investment specialist within the Business Development Team. Matthew’s passion, knowledge of investments and portfolio construction have resulted in him being widely acknowledge by his clients as someone that ‘truly adds value’.
Matthew has a Bachelor of Arts/Sciences, a Graduate Diploma of Applied Finance, and a Diploma of Financial Planning.
Ken joined PAN-Tribal in May 2016, bringing with him broad experience across business development, investment research, corporate finance, financial modelling and accounting. Having worked in both funds management and financial planning businesses, Ken has a sound understanding of the financial planning industry.
His previous experience includes analytical roles at BT Financial Group, Moody’s and Centric Wealth.
Ken has completed Level 1 CFA, holds an MBA (Distinction – Professional Accounting), as well as a double degree, Bachelor of Commerce and Bachelor of Science (Finance, Marketing and Psychology).
Mark joined PAN-Tribal in July 2016, bringing with him extensive experience in the wealth management industry. He has worked closely with financial advisers while holding senior roles in funds management, dealer group and platform businesses. With more than 25 years’ financial services experience, Mark has an in-depth understanding of the industry and extensive knowledge of financial markets.
Mark’s previous experience includes senior distribution roles at BT Financial Group, Asgard and Sealcorp.
Mark holds the CFP designation and has also completed a Diploma in Financial Markets and Diploma in Marketing.
Sarah joined PAN-Tribal Asset Management in a newly created role in which she is responsible for all aspects of PAN-Tribal’s business operations. This includes liaison with a broad range of industry stakeholders, such as regulators, dealer groups, research houses and platforms.
Sarah is an experienced investment analyst and relationship management professional with experience in the institutional funds management and superannuation industries. Her most recent role was Senior Investment Analyst with UniSuper. Sarah has a Bachelor of Commerce and Bachelor of Science from The University of Melbourne, and a Graduate Diploma of Applied Finance and Investment from FINSIA.
Steve Monaghan has 22 years’ industry experience working in finance and financial services, both domestically and internationally.
From 2008 to 2013 Steve was the Regional Finance Director Asia-Pacific for Mercer, a leading global professional services consulting and investment business. Prior to this, Steve spent 11 years with Goldman Sachs JBWere, where he was the Senior Finance Business Partner.
Steve holds a Bachelor of Commerce, with majors in Accounting and Economics, and is a member of the Institute of Chartered Accountants.
John Lockwood has over 33 years’ experience in the investment management industry. He commenced his career as an equity analyst with the AMP Society, then moved to the Switzerland Insurance Group where he became the Chief Investment Officer. In 1989 he joined DBSM Asset Management, the forerunner of UBS Global Asset Management.
At UBS, John was the head of the Melbourne office and was responsible for working with institutional clients with mandates that covered a broad spectrum of asset classes; from Australian equities and fixed income, international equities, multi-asset portfolios, private equity, global infrastructure and total return funds (hedge funds). John now undertakes consultant-based work for his clients.