Lachlan is the CEO and CIO, with responsibility for all investment decisions of the Swell Global Portfolio. Previously Lachlan was a Senior Analyst with NovaPort Capital. During his tenure, the team achieved an annual return of 23.56% over the period from 2009 to 2013, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 15.42% and earning the Lonsec Fund Manager of the Year (Rising Star) award in 2012.

Prior to that, Lachlan was a corporate lawyer working with King & Wood Mallesons (Sydney), The Bank of New York (London) and Allco Finance Group. Lachlan earned the right to use the CFA designation granted by the CFA Institute in 2010. His professional qualifications include a Bachelor of Commerce (Finance) and a Bachelor of Laws.

Alex commenced his career with Swell in August 2015 and has developed many of the technical models and quantitative screens used to manage Portfolio investments. He is responsible for investments in the Swell Global Portfolio and directs investment team research projects.

Alex holds a Bachelor of Commerce (Finance) from Griffith University and is a CFA Level 3 candidate. He was an inaugural member of the Griffith University Student Investment Fund and continues his involvement in the Fund as a student mentor.

Sally joined the investment team in January 2020 and is responsible for broad investigative research projects. While completing her studies she gained valuable investment experience through intern positions in the UK, China and Australia.

Sally holds a Bachelor of Economics and Finance from the University of Hong Kong and a Masters in Investment and Wealth Management (Distinction) from Imperial College Business School, London. She is a CFA Level 3 candidate.

Denis joined the investment team in January 2020 and is responsible for broad investigative research projects. Previously he directed business development for Seismic Asia Pacific working with technology partners across the region. Denis has also worked in the mining industry and spent eight years in the Australian Defence Force including two deployments in Afghanistan.

He holds a Bachelor of Commerce (Distinction) from Griffith University and is a CFA Level 3 candidate.

James started with Swell in May 2019 and is responsible for Swell’s distribution strategy. James has worked in institutional business development for more than 20 years, including 3 years with UBS Global and nearly 5 years with Challenger Financial Services Group.

James holds a Bachelor of Science from Sydney University.

Carol joined Swell in August 2018 as Operations Manager with responsibility for the day to day running of the office. She has worked in management consulting, technology and small business, and was part of the team delivering transport services to the 2018 Gold Coast Commonwealth Games.

Carol holds a Bachelor of Arts (Psychology) (Honours) from Sydney University.

Peter joined the Swell Asset Management Board in February 2020. He was Chief Executive Officer of Cambooya Services Pty Limited, one of Australia’s largest single-family offices, from 2000 to 2012. In conjunction with that role, he was also a Non-Executive Director of Rural Press Limited and Landis+Gyr AG.

He currently serves on the investment and trustee boards of various well-known Australian families.

Peter holds a Bachelor of Commerce, MBA and Master of Letters. He is a member of the Institute of Chartered Accountants and Fellow of the Australian Institute of Company Directors.