TRUSTWORTHY PARTNERS
From a private investment strategy to a broader offering…
Stuart Pearce, CFA
Stuart has 20 years’ experience across institutional asset management, corporate advisory and property valuation/advisory. Stuart was previously a joint Founder, Director and Senior Portfolio Manager at Perennial Investment Partners, an institutional investment manager specialising in listed global real estate securities.
At Perennial Investment Partners, Stuart was responsible for the analysis of European investment opportunities where he generated significant outperformance over the time of his tenure. Prior to establishing Perennial Investment Partners, Stuart spent four years as a Portfolio Manager/Analyst at Colonial First State Investments and four years with KPMG Corporate Finance. He commenced his professional career as a Property Valuer in the mid 1990’s.
Stuart is a CFA Charterholder. He also has a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australia, a Master of Tourism from the James Cook University of North Queensland and a Bachelor of Business in Property (Valuation) from the University of South Australia.
Stuart has extensive global equities background encompassing investment analysis, portfolio management, systems development and risk management over a variety of market conditions over the last 20 years. This, combined with his broader experience in corporate finance and private market valuations, and interest in psychology and behavioural finance, has provided him with the well-grounded and diverse skillset from which to develop this unique offering.
- Founder, Perennial Real Estate Investments
- Portfolio Manager/Analyst, Colonial First State Investments
- Executive, KPMG Corporate Finance
- CFA Charterholder
G. Dip App Finance
B. Bus Property (Valuation)
Alexis Delloye, CFA
Alexis has 10 years’ experience in the wealth management industry. Immediately prior to teaming up with Stuart, Alexis worked as an investment analyst at Eight Investment Partners which is a small-cap fund boutique based in Sydney.
From 2006 to 2012 he was an executive director of Invelios International, a French family office with EUR 200M under management. During that time, Alexis honed his investment philosophy, embracing volatility as an opportunity rather than a risk and successfully navigated through the severe market downturns of 2008 and 2011 to meet his primary objective of protecting capital. Alexis has also founded Private Reporting, an online reporting platform to track assets and investment performance. He started his career in Sydney as a credit analyst at BNP Paribas (Corporate Finance) in 2004.
Alexis is a CFA Charterholder. He also holds an MBA from Lubin School of Business in New York, USA (with a major in Capital Markets), and has a Graduate Diploma from Neoma Business School in Rouen, France (with a major in Corporate Finance).
Alexis’s focused background on asset management from the private investor’s perspective, coupled with his appetite for seamless and transparent processes and operations represent valuable and different but complementary skills to Stuart’s.
- Founder, Private Reporting
- Investment Analyst, 8 Investment Partners
- Credit Analyst, BNP Paribas
- CFA Charterholder
MBA, NY USA (Major in Finance)
NEOMA Business School (Corp. Finance)