Cuffelinks is an independent publisher providing content written by financial market professionals with experience in wealth management, superannuation, banking, academia and financial advice. Its Principals are investors and practitioners with long careers in senior management positions. We want to share both the knowledge and the battle scars with a community of investors from an informed and impartial point of view, without pushing products or promoting services.
Cuffelinks Pty Ltd, ACN 161 167 451, was founded in 2012, and its Principals are:
Chris has many years of experience in building successful wealth management practices. Joining Colonial First State in 1988 and becoming CEO two years later, Chris took the company from a start up operation to Australia’s largest investment manager.
Chris joined Challenger Financial Services Group Limited in 2003 as Chief Executive Officer and subsequently became Chief Executive of Challenger’s Wealth Management business.
In 2006, he joined non-profit organisation Social Ventures Australia (SVA) as an Executive Director, a position he held until May 2009, when he became Chairman of the SVA Future Trust. He was Chairman of UniSuper, the superannuation scheme servicing the staff of universities and related institutions across Australia, until 2017.
Chris is now involved in a portfolio of activities including a number of directorships, managing public and private investments and in various roles assisting the non-profit sector. In particular, he is:
- Chairman of Fitzpatrick Private Wealth, a national wealth advisory firm
- Chairman of Atrium Investment Management, an investment management firm
- Non Executive Director of Global Value Fund, Antipodes Global Investment Company and Argo Investments, each of which are listed investment companies
- Chairman and Founder of Australian Philanthropic Services, a not for profit organisation which inspires, facilitates and educates Australia’s high net worth community and the professional advisers that support them about effective philanthropy
- Founder, Director and Portfolio Manager of Third Link Growth Fund (thirdlink.com.au), a managed investment scheme (investing in Australian shares) and available to the public whereby all management fees received are donated to charity, and
- Director of Cuffelinks Pty Ltd.
Chris holds a Bachelor of Commerce from the University of NSW and a Diploma from the Securities Institute of Australia. He is a Fellow of the Institute of Chartered Accountants in Australia, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry.
Graham has 42 years’ experience in financial markets, starting at the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, and from 1995, he was Managing Director, Treasury at NatWest Markets Australia.
Graham then embarked on full-time writing and consulting roles, where his clients included AMP, Westpac, Commonwealth Bank, Colonial First State, CUSCAL, Travelex and Arab Bank. He consulted to Colonial First State from 2001 and was appointed General Manager, Funding & Alliances in 2007, managing the funding for the largest geared share funds in the country, peaking at $10 billion, and establishing seven boutique asset management businesses across all asset classes.
In 2001, Graham’s first book, Naked Among Cannibals, an analysis of the evolution of Australian banking, featured in the Top 10 Business Books in Australia for several months. His first novel, Beyond Lucas Heights, was published in 2005. He wrote a monthly column on banking and funds management for CFO Magazine, and his articles have appeared in Euromoney, International Financing Review and Money Management magazines, as well as websites Crikey and Banking Day.
Graham has an honours degree in economics from the University of NSW and a Diploma from the Securities Institute of Australia (now the Financial Services Institute of Australasia).
Graham holds several directorships including a Director of the Listed Investment Company, Absolute Equity Performance Fund (ASX:AEG, the listed version of the Bennelong Long Short Equity Fund). He is also a member of the Compliance Committee of Lazard Asset Management Pacific Co, the Investment Committee of Balance Impact and the Advisory Board of OpenInvest. Graham is Managing Editor of Cuffelinks.
David is Chief Investment Officer at Mine Wealth + Wellbeing where he is responsible for their investment activities and retirement outcomes modelling, and is involved in the design of their accumulation and post-retirement strategies. Previously David ran his own business, St Davids Rd Advisory, for five years. During this time he undertook over 50 varied assignments for 30 firms.
Prior to that David spent 12 years at Colonial First State, mainly managing the Fund of Hedge Funds business. He led a global team with the mandate to identify and invest with the best hedge fund managers from around the world. David worked part of this time in Zurich, Switzerland and he has visited hundreds of asset managers around the world. His other roles included risk management, fixed income and corporate finance roles.
David has been a part-time lecturer at Macquarie University for 11 years, across Sydney, Melbourne, Beijing, Singapore and Tokyo. He is currently completing his PhD at the University of New South Wales, with thesis work on the design and assessment of retirement schemes such as superannuation and pension vehicles.
David has a bachelor’s degree in Mathematics, a Master of Applied Finance and is a Visiting Fellow of Macquarie University, where he coordinates and lectures a Hedge Fund elective for the Masters of Applied Finance Program.
Ashley was born in Singapore, educated in Australia and the United States, and now lives in Sydney. Around half of the past 30 years was spent in a variety of senior executive roles in major international banking and finance groups, including Citibank, HSBC/Midland and ANZ. He ran various divisions and departments that included lending, financial control, branch networks, direct marketing, M&A and strategy. The other half of the time was spent providing corporate finance assistance from early stage VC through to IPO.
Along the way he picked up degrees in economic history, law, finance, and a CFA® charter. He has also lectured for the Securities Institute of Australia (now FINSIA) and for the CFA Sydney Society.
Ashley is Chief Investment Officer at independent advisory firm Stanford Brown and The Lunar Group. He is also a Director of Third Link Investment Managers, a fund that supports Australian charities.
Other members of staff
Leisa Bell (Assistant Editor)
Leisa has spent most of her career in the banking and finance industry, from bank clerk to specialising as a credit analyst to financial publishing. For 15 years, she worked across multiple levels of banking (retail, business, treasury, corporate and investment banking), both domestic and international. After a career break to raise children, she spent five years managing a small finance consultancy before joining a fledging Cuffelinks in 2013, assisting with editing, publishing and business administration.
Vinay Kolhatkar (Assistant Editor)
Vinay is a freelance journalist, novelist, screenwriter and finance professional. In a finance career spanning over 20 years, he led the financing of large infrastructure transactions and became a director of Great Energy Alliance Corporation and of TransACT. Later, he tutored in Corporate Finance at Kaplan Business School.
His aesthetic work has appeared in the literary magazine The Missing Slate and the peer-reviewed journal Reason Papers, and his finance essays have been published by the Australian Securitisation Journal, Cuffelinks, and JASSA. Vinay is also a columnist and editor at The Savvy Street, a philosophical e-zine he founded.
He has two master’s degrees from UNSW: in finance, and in journalism with High Distinction. Vinay has also penned two TV pilot screenplays and has had two novels published.