Toby Lewis, as Chairman, brings an extensive career in institutional funds management from his time in London, coupled with senior roles at SG Global Private Banking and HSBC Private Wealth Managers. His deep understanding of financial markets informs his guidance on asset allocation and portfolio strategies, with a focus on equities, property, and fixed-interest investments.
Toby holds a Bachelor of Laws (Hons) and a Maitrise in English and French Law from the University of London and Paris, along with a Master’s in Financial Economics from the University of London. A CFA charterholder and certified Financial Risk Manager, he is also a graduate of the Australian Institute of Company Directors. Toby serves on the Member Education Committee of the Sydney CFA Society, where he continues to contribute to industry education.