John Williams Email & Phone Number

I recently retired from full-time work in the wholesale investment management industry. I am now semi-retired, based in Christchurch, and available for part-time investment assignments and governance roles.My last full-time position was at Trust Management, where I headed its investment advisory and investment management function from January 2015.Trust Management helps charities make decisions, by equipping Trustees with the resources, advice and support needed to facilitate good governance of Charitable Trusts.Previously I spent six years as Key Client Manager for Vanguard in Melbourne, managing and building relationships with a broad selection of institutional clients. My role covered a wide range of areas: investment strategy, performance, transactions, reporting, legal/compliance....indeed anything that served clients' interests. Clients included superannuation funds, investment managers, asset consultants, corporate master trusts, endowments and charities.My career has also included over seven years as Senior Consultant at Russell Investments, consulting to institutional clients on investment strategy, capital markets and manager selection; and eight years with Westpac Investment Management in portfolio management and investment strategy roles. I have extensive experience in financial services across wholesale funds management, asset consulting, sharebroking and client relationship management. Views expressed on LinkedIn are my own.

Listed skills include Investment Strategies, Manage Client Relationships, Portfolio Management, Separately Managed Accounts, and 5 others.