Meet our experts

James joined in early 2020 and is a key member of the CIO Office. He is responsible for the investment strategy, covering all aspects of strategic and tactical asset allocation and portfolio construction. He is the Portfolio Manager for the CIO Office multi-asset portfolios.

James has a Bachelor of Commerce with First Class Honours and a Bachelor of Laws with First Class Honours, both from the University of Sydney, where he was a University Medallist.

Prior to joining, James spent his career working as an investment analyst and portfolio manager with entities associated with major financial institutions Macquarie Bank and UBS.

Sarah is the Head of Australian Equities, responsible for leading a team of investment analysts and is the portfolio manager of Invia Wealth Partners's Australian equities model portfolios. Sarah joined Invia Wealth Partners in February 2020 as a Senior Analyst covering the Global Consumer and Technology sectors before being promoted to her current role in May 2022.

She has 20 years' professional experience spanning management consulting and corporate finance, with the better part of the past decade spent in global equities. Prior to Invia Wealth Partners, Sarah was an Investment Analyst at Magellan Financial Group covering the Global Healthcare and Consumer sectors and Antipodes Partners, where she was responsible for generating both long and short investment recommendations.

Sarah has a Bachelor of Science with First Class Honours from the University of New South Wales.

David joined Invia Wealth Partners in 2011 and is responsible for international equity strategy and is portfolio manager of the Invia Wealth Partners International portfolio. He has almost 30 years' industry experience.

Prior to joining Invia Wealth Partners, David was an equity Portfolio Manager at a major Melbourne family office, selecting international and domestic equities and managed funds. He also managed a commodity derivative portfolio at AWB, and worked as a macroeconomist at the Commonwealth Treasury, focusing on international economics, forecasting and portfolio construction.

David has a Masters Degree in Economics from Australian National University and a Graduate Diploma in Applied Finance and Investment.

Victoria joined Invia Wealth Partners in 2009 and is responsible for fixed income strategy and portfolio construction. She has more than 27 years of global experience in fundamental and relative value credit research.

Victoria was formerly with Standard & Poors (S&P) and in the years immediately prior to joining Invia Wealth Partners, was with BMO Capital Markets, the investment banking arm of the Bank of Montreal.

Victoria has a Bachelor of Commerce from the University of Melbourne and a Master of Business Administration from the Melbourne Business School. She is also a Graduate of the Australian Institute of Company Directors.

Robert joined Invia Wealth Partners in 2018 as a Consultant within the Investment Funds Research team. In July 2022 he was appointed Head of Investment Funds Research – Public Markets and leads the team responsible for identifying high quality externally managed strategies across all asset classes. Previously, Robert spent 7 years with MLC's ThreeSixty Research team.

Robert commenced his finance career in 2004 with the Australian Prudential Regulation Authority and has over 20 years of industry experience with a Bachelor of Economics and Finance (Honours) from RMIT and Master of Finance from Kaplan.

Elizabeth is the Head of Investment Funds Research specialising in Private Markets. Prior to Invia Wealth Partners she spent 8 years working in New York and London, the majority of the time at HSBC, where she was specifically focused on Alternative Investment funds research. She began her career at Deloitte in the Assurance & Advisory division.

Elizabeth's qualifications include a Bachelor of Commerce Arts from Deakin University; she is a member of the Institute of Chartered Accountants in Australia and New Zealand, and recently completed Level 1 of the CAIA.