Managing Director and Chief Investment Officer
Head of Distribution
Stephen has been investing in offshore markets for 25 years, making him one of Australia’s most experienced international investors.
Before founding Aoris Investment Management in 2017 Stephen was Head of International Equities at Evans & Partners. He directly managed $1bn of client assets and over six and a half years generated investment returns that were in the top decile of a broad peer group of international funds. Stephen spent a decade in London, most of which was with Goldman Sachs Asset Management where he held a senior role in a small team managing a ~$5bn concentrated global equity portfolio. Stephen was at Platinum Asset Management early 1994 to late 1997 covering US equities. He began his career at Bankers Trust Australia where he was part of the domestic equities investment team. Stephen holds a Bachelor of Business from UTS, and is a CFA charterholder.
As well as investing, Stephen loves early-morning cycling and lunch-time running around Sydney’s harbour foreshore. He is an avid reader of nonfiction, though he wishes he read books as often as he bought them. Stephen loves history and travelling, with Italy a favourite destination. He has a growing collection of fossils and antiquities. He lives with his wife Kirsty and two school-age boys, Samuel and William.
Daniel has over 7 years’ experience in financial markets and at Aoris he is responsible for Operations, including trading and service provider relationships. Prior to co-founding Aoris with Stephen, Daniel was an Associate Advisor at Evans & Partners in Sydney. Working within a team of Private Wealth Investment Advisers, he offered clients a holistic, comprehensive service without losing the personal connection. Prior to this Daniel was a Relationship Manager at UBS Wealth Management where he developed an understanding of both domestic and international markets and specialised in managing relationships and portfolios for a number of institutional, high net wealth clients and charitable organisations.
Daniel feels incredibly fortunate to work with colleagues and clients that share a common mission, culture, and philosophy. He believes simple beats complex, and that investment decisions should be based on evidence. Daniel completed his Bachelor of Commerce at the University of Western Sydney in 2010.
When outside the office, you’ll find Daniel spending time with family and friends. Daniel loves to travel, so far reaching 21 countries, his most recent trip being Iceland. Daniel enjoys working out and keeping fit through boxing and playing tennis, which he also goes to watch live wherever he can.
Alexander has over 20 years of wealth management and sales experience. Before joining Aoris Investment Management in 2018, Alexander was Regional Sales Manager at JPMorgan Asset Management where he was responsible for building out that firm’s presence across the northern states. Prior to joining JPMorgan in 2015 Alexander was Regional Manager and National Strategic Accounts Manager for listed financial services firm, Netwealth Group Ltd. During his five years at Netwealth he oversaw the doubling of the sales team and quadrupling of funds under management.
Before his time at Netwealth, Alexander was National High Net Worth Manager at Credit Suisse Asset Management, servicing the needs of Australian and global Private Banks, multi managers, family offices and boutique advisory firms who advised high net worth and ultra-high net worth families. Alexander holds an honours degree in Economics from The University of Adelaide.
Outside of work Alexander is married to Jane and kept very occupied by his two boys Maximilian and Xavier. He loves to read and travel, although with two young ones to handle these pursuits have had to take a back seat for the time being. His favourite part of the world are countries that surround the Mediterranean - from Morocco and Egypt around to Italy and Spain. He keeps fit by cross-training and swimming.
James has over 25 years investing experience, primarily in the Private Equity asset class, including time at Macquarie Bank, Archer Capital and most recently as a Senior Managing Director with the Blackstone Group. He has a wide range of experience as a non-executive director helping companies grow and achieve their goals. He also has had exposure to investing in international listed equities, and met Stephen when they worked together at Platinum Asset Management in the mid 90’s. James has a Bachelor of Commerce from Melbourne University and a Masters of Business Administration (with Distinction) from Harvard Business School.
When James is not at work he enjoys various sports including skiing, tennis and ocean swimming. On the weekends in winter he will be found following his beloved AFL team – the Richmond Tigers.
Swati has eight years of experience in capital markets analysing equities and fixed income securities, during which time she has worked in North America, Australia, and Asia. Prior to joining Aoris Investment Management in 2018 Swati was an equities analyst at CLSA in Sydney covering financials, healthcare and technology stocks. Prior to that she worked at Ocwen Asset Management in Bangalore, India and Towers Willis Watson in Dallas, United States. Swati has a Bachelor of Commerce (with a major in actuarial science) from UNSW in Australia, and MBA from Indian School of Business in India.
Outside of work, Swati loves to read, travel, and be in nature. She endeavours to keep travelling and getting to experience new places, culture, and cuisine as often as she can. So far, her favourite parts of the world are those rich in natural elements like Lamington national park in Queensland, Dolomites in Italy, and Grindelwald in Switzerland.