Private Wealth

Investment Strategy

The Investment Strategy group comprises a team of highly experienced investment experts who are the driving force behind our Private Wealth advisory investment recommendations and asset allocation strategies.

We look beyond short-term volatility which occurs naturally in markets, and form a view to deliver a considered portfolio perspective that takes into account expected risk levels and return opportunities.

The Investment Strategy group brings together three core elements when forming its views: analysis of macroeconomic markets and major asset classes, reviewing specialist fund manager offerings, and analysing company specific research.

Ultimately this complete analysis of markets manifests in our asset allocation view for clients. We provide solutions to clients depending on their attitude toward risk, whether it be the most conservative of clients, through to those looking for aggressive growth strategies. 

The Investment Strategy group is motivated to provide the most interesting and thought provoking strategy research available in market. The team prides itself on an ability to apply intellectual rigour to the vast amount of information available, and distil it into one cohesive investment view.

The insights generated by the Investment Strategy group are available across the firm for the ultimate benefit of our entire client base.

David Cassidy

Head of Investment Strategy

David joined Wilsons in 2020 as Head of Investment Strategy having spent more than 25 years as one of Australia’s leading investment strategists. He is responsible for overseeing the development of Wilsons' global and domestic investment strategy, including asset allocation strategy, equity portfolio strategy and the selection of external fund managers across all asset classes to guide our model portfolios.

David has extensive experience in analysing financial markets from a top down and bottom up perspective to formulate a considered investment strategy. Ultimately, this analysis of markets manifests in Wilsons' asset allocation view for our clients based on their risk appetite. 

Prior to joining Wilsons, David was a Managing Director and Head of investment Strategy at UBS Australia Investment Banking where he provided research and advice on equity strategy, asset allocation strategy, portfolio construction and portfolio risk management. He also worked at JP Morgan Australia (formerly Ord Minnett) for 13 years in various roles, including Head of Investment Strategy. 

He holds a Bachelor of Economics (Hons) and a Master of Business.

The Investment Strategy group has the depth of experience to deliver genuine investment insights across each of the key asset classes.
David Cassidy

Invested in you

At Wilsons we invest time in understanding your ambitions so we can deliver tailored investment strategies and better outcomes for you.

Research & Insights