Advice Workshop – Investment

Nigel Stewart

Nigel A.D. Stewart is a well-known advisor in Australia and a central figure in its investment management sector and executive director of DFA Australia Limited since 1994. As a frequent speaker at conferences in Australia and abroad Nigel has a key role in providing ‘best practice’ consulting advice to advisors who embrace a scientific, evidence-based and clear process-driven approach to wealth management.

Nigel’s contribution to Dimensional is grounded in his extensive experience in the advice and investment management sectors. He is also chairman of the separate firm Stewart Partners and a fellow of the Financial Services Institute of Australasia (FINSIA), a foundation member and fellow of the Financial Planning Association of Australia, and a fellow of the Australian Institute of Company Directors. Nigel has a deep interest in sustainability and philanthropy.

He provides guidance to several foundations and is on the board of Pain Management Research Institute of Australia.  Nigel joined Bain & Company (now Deutsche Bank) in 1977 as an advisor, and in 1983 he founded Nigel Stewart and Associates Pty Limited, which merged with Potter Warburg in 1995. He became executive chairman of Potter Warburg Pty Limited (now UBS Wealth Management) in 1996. In 1998 he founded Stewart Partners.

Nigel is the recipient of a graduate diploma in applied finance and investment from FINSIA, an AICD diploma from the University of New England and he is an Accredited Investment Fiduciary (AIF).

Adviser Workshop – Investment

Other presenters

The panel covers responsible investing and ESG funds, enhancing portfolio returns through ESG, options in New Zealand and a practical guide as to how advisers can incorporate RI into the advice process and client portfolios.

John Berry

John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment.

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Clayton Coplestone

Clayton has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management.

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Kate Turner

Kate is an Associate Director managing the Sustainalytics Sydney office. Kate joined Sustainalytics three years ago and works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies.

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