Head Investment Specialist, Perpetual Equities
Current
May 2023 - Present
AeroLeads people directory · profile
James Holt Email & Phone Number
Head Investment Specialist, Perpetual Equities
at
Perpetual Limited
1 work email found
@perpetual.com.au
1 phone found area 129
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head Investment Specialist, Perpetual Equities
Location
Greater Sydney Area, Australia, Australia
Company size
Who is James Holt? Overview
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Quick answer
James Holt is listed as Head Investment Specialist, Perpetual Equities at Perpetual Limited, a company with 988 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at perpetual.com.au, phone signal with area code 129, and a matched LinkedIn profile for James Holt.
James Holt previously worked as Director, Investment Solutions at Perpetual Limited and Senior Investment Specialist at Perpetual Limited. James Holt holds Bachelor Of Economics, (Economics, Economic History And Political Science) from The Australian National University.
Company email context
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{first}.{last}@perpetual.com.au
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Profile bio
About James Holt
As Head Investment Specialist, Perpetual Equities I am responsible for championing the Perpetual Equities business and acting as a conduit between the Equities team and other stakeholders of Perpetual as well as commentary, analysis and technical investment support to institutions, financial advisers and investors of Perpetual Investments’ funds.I have worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, I was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. I have also worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.I have presented to numerous audiences of advisers and investors (including ASX, AIA and ASA) and have appeared in various media including CNBC, Sky News, Switzer and the ABC. My articles have appeared in various publications including the Journal of Investment Strategy.I graduated with a Bachelor of Economics from the Australian National University in 1996. I previously lectured on “Managing an International Equity Portfolio” through Kaplan. I have completed the Perpetual Equity Investment Analyst Program (IAP) and Perpetual Talent Program (for High Performing Staff). I am a Graduate Assessor for Perpetual’s Annual Graduate Assessment Program.
Listed skills include Investments, Investment Strategies, Equities, Portfolio Management, and 23 others.
Current workplace
James Holt's current company
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Perpetual Limited
10 roles · 34 years
James Holt work experience
A career timeline built from the work history available for this profile.
Director, Investment Solutions
- The Director, Investment Solutions was created to form a critical component to Perpetual Investments’ Distribution Plan and strategy for the listed and direct investor markets, which is estimated to be a significant.
- Present at key events including investor and adviser days
- Be the “face of Perpetual”, especially in the listed and direct markets
- New business development across both the broker and adviser channels
- Partnering with the Perpetual Product team on idea development for listed products, including ETMFs
- Accountability for developing and maintaining an appropriate communications plan
Aug 2020 - May 2023
Senior Investment Specialist
Dec 2014 - May 2023
Senior Investment Specialist
Jan 2013 - Nov 2014
Investment Specialist - Director
Represented global fundamental equity fundsConduit between portfolio managers and salesPresentations on global markets & products
May 2008 - Jun 2012
Senior Investment Specialist
Led Investment Specialist TeamPublic face of Zurich InvestmentsRepresented Zurich funds in retail & Institutional marketsPresentations & media work
2002 - Apr 2008
Marketing & Operations Manager (Assistant Vice President)
Zurich Scudder Investments
2001 - 2002
~1 yr
Investment Information Specialist / Asset Consultant Manager
1998 - 2001
~3 yrs
Superannuation Services Consultant
1996 - 1997
~1 yr
Office Junior (Gap Year)
1992 - 1993
~1 yr
Team & coworkers
Colleagues at Perpetual Limited
Other employees you can reach at perpetual.com.au. View company contacts for 988 employees →
DW
Dean Winterton
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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ER
Emma Reeves
Colleague at Perpetual LimitedGreater Reading Area, United Kingdom
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LL
Lawrence Lam
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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LS
Louise Sandberg
Colleague at Perpetual LimitedSydney, New South Wales, Australia, Australia
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AL
Anthony Lepre
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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BK
Brian King
Colleague at Perpetual LimitedGreater Brisbane Area, Australia
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KS
Kinery Shah
Colleague at Perpetual LimitedSouth West Rocks, New South Wales, Australia, Australia
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RD
Rainer D'Souza
Colleague at Perpetual LimitedKensington, New South Wales, Australia, Australia
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MP
Maria Plati
Colleague at Perpetual LimitedSydney, New South Wales, Australia, Australia
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NG
Nicole Garvey
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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Dean Winterton
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
ER
Emma Reeves
Colleague at Perpetual LimitedGreater Reading Area, United Kingdom
View →
LL
Lawrence Lam
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
LS
Louise Sandberg
Colleague at Perpetual LimitedSydney, New South Wales, Australia, Australia
View →
AL
Anthony Lepre
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
BK
Brian King
Colleague at Perpetual LimitedGreater Brisbane Area, Australia
View →
KS
Kinery Shah
Colleague at Perpetual LimitedSouth West Rocks, New South Wales, Australia, Australia
View →
RD
Rainer D'Souza
Colleague at Perpetual LimitedKensington, New South Wales, Australia, Australia
View →
MP
Maria Plati
Colleague at Perpetual LimitedSydney, New South Wales, Australia, Australia
View →
NG
Nicole Garvey
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
1 education record
James Holt education
FAQ
Frequently asked questions about James Holt
Quick answers generated from the profile data available on this page.
What company does James Holt work for?
James Holt works for Perpetual Limited.
What is James Holt's role at Perpetual Limited?
James Holt is listed as Head Investment Specialist, Perpetual Equities at Perpetual Limited.
What is James Holt's email address?
AeroLeads has found 1 work email signal at @perpetual.com.au for James Holt at Perpetual Limited.
What is James Holt's phone number?
AeroLeads has found 1 phone signal(s) with area code 129 for James Holt at Perpetual Limited.
Where is James Holt based?
James Holt is based in Greater Sydney Area, Australia, Australia while working with Perpetual Limited.
What companies has James Holt worked for?
James Holt has worked for Perpetual Limited, Zurich Financial Services Australia, Blackrock, Zurich Scudder Investments, and Bt Financial Group.
Who are James Holt's colleagues at Perpetual Limited?
James Holt's colleagues at Perpetual Limited include Dean Winterton, Emma Reeves, Lawrence Lam, Louise Sandberg, and Anthony Lepre.
How can I contact James Holt?
You can use AeroLeads to view verified contact signals for James Holt at Perpetual Limited, including work email, phone, and LinkedIn data when available.
What schools did James Holt attend?
James Holt holds Bachelor Of Economics, (Economics, Economic History And Political Science) from The Australian National University.
What skills is James Holt known for?
James Holt is listed with skills including Investments, Investment Strategies, Equities, Portfolio Management, Asset Allocation, Financial Services, Strategy, and Investment Management.
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