Bruce Williams, CFA®
Board Chair &
Portfolio Manager
Bruce Williams, CFA®
CFA® Charterholder, BBus, FFin, GAICD
Board Chair &
Portfolio Manager
26 years of relevant experience. 15 years at Elston
Bruce is a Portfolio Manager and co-founder of Elston. His role includes portfolio construction and management, supervision, development and feedback on the research process. With many years of experience in the investment management industry locally and overseas, Bruce is highly valued as a mentor for Elston Analysts.
Andrew McKie, CFA®
Managing Director & Portfolio Manager
Andrew McKie, CFA®
CFA® Charterholder, BEcon, FFin
Managing Director & Portfolio Manager
26 years of relevant experience. 15 years at Elston.
Andrew McKie is a Portfolio Manager and co-founder of Elston. Andrew’s role includes portfolio construction and management, supervision, development and feedback on the research process and mentoring the Analysts. Andrew has over two decades of investment industry experience including managing high net worth discretionary portfolios and managed accounts since 2005.
Peter McVeigh
Executive Director & Senior Wealth Adviser
Peter McVeigh
MAICD, BBus (B&F), GradDipAppFin, GradDipFP
Executive Director & Senior Wealth Adviser
28 years of relevant experience. 15 years at Elston.
Peter is a co-founder of Elston, and is proud of the business, its culture and the people who work so hard to earn the trust and respect of their clients. As Executive Chairman, Peter is focused not just on corporate governance, but also the sustainable development and improvement of the many services Elston has to offer.
Lynda McKie, CFP®
Non-Executive Director & Senior Wealth Adviser
Lynda McKie, CFP®
CFP®, GAICD, BComm
Non-Executive Director & Senior Wealth Adviser
23 years of relevant experience. 13 years at Elston.
Lynda McKie is a Certified Financial Planner who invests time and care into guiding her clients through career crossroads, family challenges and all sorts of life events. Lynda is a highly respected thought leader who has been named by Barrons as one of Australia’s top 100 wealth advisers. She is also passionate about giving back. It’s something that she does through Not Profit Board roles, the mentoring of her young team, and in her role as Director of the Trustee governing the Elston Giving Foundation, a public ancillary fund that is making philanthropy accessible to more Australians.
Leon de Wet, CFA®
Non-Executive Director & Portfolio Manager
Leon de Wet, CFA®
CFA® Charterholder, BBus.Sc (Hons)
Non-Executive Director & Portfolio Manager
23 years of relevant experience. 15 years at Elston.
Quiet and calm, Leon de Wet is the perfect personality in a portfolio management team. His role includes supervision and review of the investment screening process, portfolio construction and ensuring compliance with investment restrictions. Leon has worked in Australia, South Africa and the UK in roles including advising high net worth individuals and managing hedge fund of fund products. Leon is a shareholder in Elston Asset Management and has been pivotal in its success and growth.
Uday Piyaratne
COMPANY SECRETARY & HEAD OF COMPLIANCE AND RISK MANAGEMENT
Uday Piyaratne
MAppFin, GDLP, LLB, BIntBus, DFP
COMPANY SECRETARY & HEAD OF COMPLIANCE AND RISK MANAGEMENT
10 years of relevant experience.
As the Head of Compliance and Risk Management, Uday provides expert guidance to the Executive team and the Board on executing pivotal strategic initiatives. He partners with the Executive team and the Board to drive key strategic projects while diligently managing and mitigating risks across all business functions. Uday’s purview includes legal, compliance, risk, and human resources. His strategic oversight ensures that Elston meets the ever-changing legal and regulatory demands while proactively mitigating potential risks to position Elston for consistent and sustainable growth and success.
