November 29

New Adviser, Nathan Charteris, joins Ord Minnett Sydney Wealth Advisory Team

Nathan Charteris joins Ord Minnett Sydney Wealth Advisory Team. 

We are pleased to welcome Nathan Charteris to Ord Minnett Sydney.

Nathan Charteris, Investment Adviser joins Ord Minnett Sydney Wealth Advisory Team from Wilsons where he managed the needs of high net worth and ultra-high net worth clients for the last five years. Prior to his role at Wilsons, Nathan worked with UBS Wealth Management, based in Sydney and in London for eight years, having accumulated a total of eighteen years of experience in investment advice and financial services. Nathan looks forward to achieving advice and wealth management service excellence under Ord Minnett, and to continue Ord Minnett’s proud history and heritage of helping generations of Australian investors build wealth.

George Deva, Head of Private Wealth, stated ‘We are delighted to have Nathan join our Sydney Wealth Advisory Team’ and added, ‘Nathan will bring to Ord Minnett Sydney, a depth of wealth management and advice experience, which will serve to complement our growth trajectory across Australia and ensure that our wider team is able to continue to provide exceptional advice and service to private wealth clients in New South Wales.’
‘We will selectively recruit high calibre investment professionals such as Nathan to continue Ord Minnett’s proud legacy of building wealth for generations of Australian investors’, said Head of Private Wealth, George Deva.

To Learn More about Private Wealth Advisory opportunities with Ord Minnett Sydney, contact George Deva, Head of Private Wealth and Fiona Burton, Sydney Branch Manager.

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Nathan Charteris, Ord Minnett Sydney Wealth Advisory

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