Charles is a Senior Private Wealth Adviser with over 20 years of experience in global finance. He began his career at three leading investment banks, developing deep expertise in portfolio construction, asset allocation, and risk management for high net worth individuals and families. Since joining Ord Minnett in 2019, Charles has become known for his holistic, long-term approach to wealth management. He works closely with clients to define overarching goals, such as intergenerational wealth transfer, philanthropic legacy, or lifestyle enhancement and crafts bespoke strategies to achieve them.
Leveraging Ord Minnett’s specialist research and institutional-grade insights, Charles uncovers tailored investment opportunities across asset classes. He builds diversified portfolios aligned with each client’s risk profile and objectives, with ongoing oversight to ensure alignment with evolving needs.
Charles partners with Ord Minnett’s Fixed Income and Wholesale Bond Service to deliver fixed income solutions with strong risk-adjusted returns. He also implements tax-efficient strategies, supports estate planning, and provides access to alternative investments, including private equity and infrastructure, to enhance diversification and long-term growth.
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