Boutique wealth management firm, Lipman Burgon & Partners, has appointed institutional investment veteran, Alex Pikoulas, to the newly created role of portfolio manager in their new Investment Centre of Excellence.
Pikoulas has over 20 years of market experience in Australia and overseas, including 12 years in equity sales at JP Morgan, Merrill Lynch and Deutsche Bank.
Managing director of the firm, Paul Burgon, said the appointment was the latest in a series of new hires that aimed to bolster the firm’s standing, and Pikoulas’ institutional investment capability would allow the firm to increase the level of sophistication of its offerings to high-net-worth clients.
Pikoulas said his decision to move from the institutional space to the boutique was market-led.
“High-net-worth individuals are increasingly seeking boutique wealth managers who can provide tailored and differentiated investment solutions,” said Pikoulas. “Creating an investment Centre of Excellence with institutional grade analytical and research capabilities provides a compelling offering to this growing market,” he said.