Member | Trillium UK Board
Group Executive, Perpetual Asset Management
David was appointed as Group Executive, Perpetual Asset Management, International in November 2020 to lead this newly created division. He is responsible for Perpetual’s international asset management firms including Trillium Asset Management in Boston and Barrow Hanley in Dallas. In addition, he is responsible for sourcing and executing asset management transactions.
Before his current role, David was Group Executive, Mergers & Acquisitions.
David initially joined Perpetual in April 2017 as Group Executive, Perpetual Investments. In this role, David was responsible for leading the end-to-end business of Perpetual Investments, Perpetual’s specialised asset management division.
David is a member of Perpetual Limited’s Executive Committee; a Director of Perpetual Investments Management Limited, Perpetual Equity Investment Company Limited and Barrow Hanley.
David has more than 20 years’ experience in asset management, wealth management and investment banking and a deep understanding of the local and global financial services landscape. Before Perpetual, David spent six years as CEO of Count Financial after initially joining the Commonwealth Bank of Australia in the role of General Manager for Wealth Management and Strategic Development.
Prior to this he held COO positions at both Neuberger Berman and Liberty View Capital where he was responsible for managing a number of multi-billion-dollar hedge funds. He has also held roles at Aetos Capital, JP Morgan and Goldman Sachs.
David attended The Wharton School at the University of Pennsylvania, completing a Bachelor of Economics degree, with honours, in 1989.
FCA approval pending. Trillium Asset Management is an affiliate under Perpetual Ltd. Australia.