Charlie provides investment management services for high-net wealth private clients, family office and institutional investors with $10m-$250m of investable moneys. With over 20 years’ experience in providing investment management services, Charlie has been a Partner since 2005 and is the Managing Director of Pitcher Partners Sydney Wealth Management Pty Ltd (PPSWM). PPSWM is a business that has grown from less than $50m in Assets Under Management (AUM) in 2001 to over $3bn in AUM in 2022. Charlie is personally responsible for management of over $2bn in AUM.
This growth can be attributed to strong client service values. Servicing by HNW individuals and institutional investors, Charlie provides a high touch approach to ensuring that his clients are always kept informed of how assets are performing and what opportunities exist. He works hard in the private asset space to provide his clients with a range of well researched exclusive investment opportunities.
He sees the investment journey as a long one that is about education and opportunity. Using his 20+ years of investment management experience, he seeks to ensure the best possible outcome by adding value around both choosing the right assets at the right time, but also by being the true trusted adviser.
His expertise and client outcomes have been consistently recognised, and he is a regular on the Barron’s Top 100 Australian Adviser list (including being named #1 in 2018, #4 in 2019, #15 in 2020 and #10 in 2021). He has also been recognised as one of Australia’s 50 most influential advisors in 2018, 2019, 2020 and 2021 by Financial Standard’s Power50, Investment Advisory of the Year finalist in the 2021 ifa Excellence Awards, Partner of the Year in the 2017 SMSF and Accounting Awards, and Partner of the Year (finalist) in the 2017 Australian Accounting Awards. He is well known and regarded in the Wealth Management industry and regularly appears in media circles.
Qualifications and memberships
- Advanced Diploma of Financial Services
- Certified Financial Planner
- Member Financial Planning Association
- Affiliate Member – Chartered Accountants Australia and New Zealand
- Leading Professional Services Firms (Harvard Business School)
