Ivan Katz Email & Phone Number

Melbourne, Victoria, Au

Established in 2008, Qualitas is a real estate investment management firm focused on investing across the capital structure. The firms successful track record spans development, repositioning, special situations and other opportunistic investments. Qualitas is dedicated to partnering with leading real estate investors, developers and operators with a commitment to allocating its own capital alongside that of its investors.Since 2008, with funds under management of A$8.9 billion, Qualitas has invested in or financed assets valued at over A$24 billion across a range of real estate sectors and in the major cities of Australia and New Zealand.

Sydney, Nsw, Au

BOQ Specialist (formerly Investec Bank Australia Limited) was acquired by the Bank of Queensland Group effective August 2014Continued responsibility for the ongoing management of the High Net Worth/Ultra High Net Worth client base encompassing client acquisition and relationship building.

London, Greater London, Gb

Head of Private Client ServicesMember of the management team tasked with building the High Net Worth and Ultra High Net Worth business for the Private Bank of Investec Bank (Australia) Limited. Primary focus on liability raising(including foreign exchange), investment product distribution and deal origination.

London, Greater London, Gb

Head of Retail TreasuryMember of the management team of the Private Bank with focus in raising liquidity and investment distribution for Investec Bank (Australia) Limited.Creation, implementation, maintenance and monitoring of a product strategy that was formed by client needs across various treasury distribution channels. These included High Net Worth, High Income Professionals, Intermediaries and Online Retail. Role included custodianship and ongoing development of existing treasury products,market positioning, profitability, best practice,external competitors,legislation and responsibility to various stakeholders within the Private Bank of Investec Bank (Australia) Limited and the wider Investec Bank Group.Head of Investment DistributionResponsibility for the distribution of investments to High Net Worth and Ultra High Net Worth clients on behalf of the various product manufactures of Investec Bank (Australia) Limited and the Investec Group internationally. Product distribution encompassed private equity, property,infrastructure funds and various IPO's on behalf of Investment Banking.

Melbourne, Victoria, Au

Member of the management team tasked with the strategy implementation of the Private Banking Business unit within NSW as part of Retail Banking of the ANZ Group.

Graduate Diploma Of Financial Planning

Commerce, Finance