Jeff Mitchell Email & Phone Number

Extensive leadership and experience in the fields of asset consulting, funds management, wealth management and advice. Focusing on portfolio construction security and strategy selection, investment research and advice solutions including strategy and policy development, capital markets, security and strategy analysis, investment and product governance, change management, and investment advice consulting. Twenty five years’ experience in financial markets and private wealth management with roles ranging from Funds management, asset consulting, wholesale and retail advice, AFSL product and policy governance. Since 2018 working as Chief Investment Officer at Infocus and Alpha Investment Management (Alpha). Leading a dedicated team of 6 at AIpha initiating the SMA program of four diversified portfolios on 3 major platforms in 2019. Subsequently, adding direct share and an income portfolio. The Alpha SMA program and related managed account engagements currently has circa $2.5 Bn in FUA. In managed funds, we transitioned eight single sector multi-manager funds into four objective based internally managed multi-asset funds. The fund series have maintained a 3.75 star (Favourable) rating from SQM since 2022.At Infocus, part of the executive group and responsible for all investment advice related policy, APL policy and management as well as investment product governance policy and administration including investment product governance for Platformplus WRAP, an administration platform promoted by Infocus.

Listed skills include Investments, Wealth Management, Financial Advisory, Financial Markets, and 18 others.