Savi has over 20 years experience in the Information Technology area predominantly in Financial markets. Savi Joined Northcape in February 2020 and is in our Sydney office.
At Northcape Savi has responsibility for managing outsourced IT service providers and for producing and implementing an IT strategy for Northcape. Prior to Northcape Savi was a consultant with IT related roles at MLC, Atrium Investment management and a 10 year stint at Macquarie Bank as the Account Director in charge of IT strategy and implementation for Corporate Banking, Business Banking, Corporate Finance & Leasing and Mortgage Securitisation.
Savi has a Degree in Computer Science from the University of Otago, NZ and a Post-Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Julie has over 25 years of experience in both domestic and global financial markets and is part of the investment operations team at Northcape. Julie joined Northcape in October 2019 and is in our Sydney office.
Before joining Northcape Julie spent 6 years at Link Group as a senior portfolio analyst in the Investment Operations team, where she was responsible for providing investment operations support and performance and attribution reporting to domestic fund managers.
Prior to this, Julie was a securities lending trader for a large US multi-strategy hedge fund for 8 years, initially based in London and then relocating to Hong Kong to focus on Asian markets. On her return to Australia she joined the Prime Brokerage team at Citigroup acting as the primary contact for Australian hedge funds and institutional Prime Brokerage clients.
Julie holds a Bachelor of Economics degree and a Graduate Diploma in Business Administration from the University of Newcastle and a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia.
Collette is the Administration Manager at Northcape. Collette joined Northcape in January 2018 and is in our Sydney office.
Before joining Northcape, Collette worked for a boutique Project Management company as the Business & Finance Manager and was the Company Secretary. Collette has vast experience in office management coupled with over 40 years of bookkeeping and accounts experience.
Brett has over 25 years’ experience in the funds management industry and is part of the investment operations team at Northcape. Brett joined Northcape in November 2016 and is in our Sydney office.
Before joining Northcape, Brett spent over 7 years working with SafeWork NSW, as a senior investment operations analyst, within the investment division which was responsible for the investment management of the NSW Government’s compensation funds.
Prior to this, Brett held various investment analytics roles with Investment Managers both in Australia and the United Kingdom.
Brett holds a Bachelor of Business degree from the University of Technology Sydney.
Melannie has over 28 years of financial services experience and serves as Head of Compliance at Northcape in Sydney, where she has worked since December 2010.
As a member of the Risk and Compliance team, she oversees trade processing, mandate compliance, and operational risk management, collaborating with investment teams and external providers to maintain governance, regulatory compliance, and client service standards.
Previously, Melannie was a senior account manager at Citco Fund Services (Australia) Pty Ltd., managing client relationships with leading Asia-Pacific hedge funds for five years.
She also spent more than eight years in investment accounting and portfolio analytics roles at the Commonwealth Bank of Australia.
Melannie holds a Diploma in Financial Markets from the Securities Institute of Australia.
Sean has over 18 years’ experience in the funds management industry and is the Chief Operating Officer at Northcape. Sean joined Northcape in December 2010 and is in our Sydney office.
During his time at Northcape, Sean has held various roles within the organisation from Investment Operations Analyst to the Head of Investment Operations. Sean currently has overall responsibility of the Investment Operations, IT, and Risk & Compliance areas. He has strong experience in managing high performing teams, optimising processes, and leading complex projects to drive operational efficiency.
Before joining Northcape, Sean spent 3 years working for BNP Paribas Securities Services as a Senior Corporate Actions Analyst.
Sean holds a Bachelor of Commerce from Macquarie University and a Master of Management from the AGSM at the University of NSW.
Richard has over 41 years’ experience in the funds management industry and is the Equities dealer at Northcape. Richard joined Northcape in 2012 and is in our Sydney office.
Richard’s background is largely working for stockbroking firms in equity derivatives sales to institutional clients. Richard has worked at ABN AMRO / RBS (2006-2012), JBWere / Goldman Sachs (1992-2006) and Burdett, Buckeridge & Young (1988-1992). Prior to that he was an assistant portfolio manager at Australian Fixed Trusts (1985-1988).
Richard left stockbroking as a Master Practitioner Member of the Stockbrokers Association of Australia.
Richard holds a Bachelor of Business degree from Kuring-gai College of Advanced Education.
Katie has over 30 years experience in the funds management industry and is responsible for all client relationships, as well as marketing and business development at Northcape. Katie joined Northcape in 2010 and is in our Sydney office.
Before joining Northcape, Katie spent 10 years working with Capital International a US based global equities investment manager. Katie was responsible for client servicing, relationship management and marketing for Capital’s largest institutional clients based in Australia and New Zealand. Prior to this Katie held various senior client relationship and portfolio analytics roles with Goldman Sachs Asset Management (London), State Street (London) and AMP Capital.
Katie holds a Bachelor of Business degree from the University of Technology Sydney, B.Bus.
Michael has over 30 years experience in the funds management industry and is the Managing Director of Northcape. Michael joined Northcape in January 2005 and is in our Sydney office.
At Northcape Michael previously had responsibility for Investment Operations, IT, Risk & Compliance, Audit and Legal functions. Before joining Northcape, Michael established a consultancy business, advising several boutique investment managers. Prior to this, Michael held varied Investment Operations, Custody or IT related roles with several investment managers, including MLC, Lend Lease Investment Management, Legal & General Asset Management and Macquarie Bank.
Michael has an Honours Degree in Computing Science / Economics from UTS and a Post-Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Steve has over 33 years investment experience. Steve is one of our founding Directors, establishing Northcape in 2004 and is currently Chairman of the Northcape Board. Steve was previously portfolio manager and analyst for the Australian Equity strategies until early 2018.
Before establishing Northcape, Steve gained extensive financial market experience from various roles in stockbroking, funds management and advisory firms dating back to 1986.
Steve holds a Bachelor of Commerce degree from the University of NSW.
