Prudential’s personnel provide our clients with the experience gained from decades in the financial industry. Policies, strategies and tailored month end reporting are all prepared with the expertise that only comes from guiding clients through various economic cycles.
Erik has over 25 years financial services experience both locally and overseas, with 20 years’ experience with Australian local government and institutional clients preparing investments policies, strategies and portfolio recommendations tailored to the prevailing legislation and individual policy guidelines.
Prior to moving to Australia, Erik was based in Boston, USA, with Thomson Financial Services. His roles with Thomson included analysing and calculating performance of municipal bonds and writing commentary on US and international financial markets.
Erik holds an MBA from Babson and a Bachelor of Science Degree (Finance) from Northeastern University in the US. Erik is a graduate of the Australian Institute of Company Directors.
Brian has over 25 years’ experience in the financial services industry, with over 15 years’ focusing on investment research and asset consulting specialising in Australian local government.
Prior to working with local government clients, Brian was a key executive within an asset consultancy house specialising in government and Friendly Society portfolios. Brian was responsible for research and the formulation of investment policies and strategies.
Previous to that, Brian held senior managed funds research positions with Australian Portfolio Management, ASSIRT Investment Research and Credit Union Services Corporation (CUSCAL).
Brian holds a Bachelor of Arts Degree majoring in Economics and is a member of the international Primary Financial Risk Managers Association.
Titus has worked with low risk wholesale clients since 2009. Titus provides exceptional client servicing for daily transactions and specialises in tailoring investment reports to each clients’ unique requirements.
Prior to working with low risk wholesale clients, Titus spent four years with Perpetual Ltd and was also with Macquarie Bank. In all his roles Titus has received formal recognition for his positive proactive contribution.
Titus holds a Masters in Applied Finance; a Graduate Diploma in Financial Planning; and a Bachelors of Commerce and Science (Distinction) from UNSW. Titus has also completed a Financial Analysis Certificate using Excel short course from UTS
Prudential’s singular focus is to provide superior customer service and to help our clients achieve optimal governance procedures for their investment management functions "
Prudential has no affiliation with any banks or product providers and our total remuneration is the pre-arranged flat monthly fee from our clients "