We are a leading investment consultant with a distinct specialisation in collaborating with financial advice groups to craft investment solutions tailored precisely to their unique requirements that enhance the investment experience for their advisers and clients.
At the core of our approach lies deep investment expertise and a commitment to providing access to a diverse array of investments spanning the globe, expertly blended with a focus on wealth preservation.
Driven by excellence, we conduct our own rigorous research, build innovative systems, and embrace an autonomous mindset, allowing us to think freely and innovate. This independence fuels our ability to consistently deliver superior outcomes for our clients.
Our overarching mission is to forge collaborative partnerships with advice groups, empowering them with innovative investment solutions that foster growth and elevate the adviser and client experience.
Our investment philosophy
We offer diversified, multi asset class portfolio strategies specialising in:
Our approach increases the likelihood of portfolios achieving their objectives (ie. smaller draw downs, more risk control and higher probability of achieving return objectives). Quilla’s models and our investment philosophy are based on industry best practice. They are completely transparent and free of embedded conflicts of interest.
- Manager Research, incorporating our own qualitative and quantitative research;
- Asset allocation analysis across 120 asset classes and strategies. Asset allocation strategy has been proven to be the primary driver of outcomes for multi-asset portfolios; and
- Detailed analysis covering Stress Testing and Back Testing.
Our approach increases the likelihood of portfolios achieving their objectives (ie. smaller draw downs, more risk control and higher probability of achieving return objectives). Quilla’s models and our investment philosophy are based on industry best practice. They are completely transparent and free of embedded conflicts of interest.
Our people
Our core investment team comprises highly experienced specialists who focus on creating solutions that minimise risk and deliver results. What differentiates our team is the depth and quality of their experience in managing money.
Our team are supported by analysts, communication, and technology specialists.
Our team are supported by analysts, communication, and technology specialists.
Andrew Connors
Partner, Head of Asset Allocation Andrew is the Founder of Quilla and a pioneer of the managed accounts industry in Australia. A highly accomplished senior investment strategist with an impressive track record spanning over 25 years in the funds management industry, he has worked in London, Singapore, and Australia, holding senior positions with some of the most respected fund managers worldwide, such as MLC Investment Management, INVESCO, and Deutsche Asset Management. Andrew is highly regarded for his expertise in asset allocation and investment risk management. His unique approach has been sought after by leading corporations, not-for-profits, family offices, financial advisers, and High Net Worth individuals. Read more about andrew's experience
During his tenure at Deutsche Asset Management in London, Andrew made significant contributions to the company's portfolio management and risk management systems by implementing BARRA, a highly sophisticated institutional program. Additionally, he gained extensive experience in quantitative analysis, including style and factor analysis, which further augmented his analytical and strategic expertise. Andrew's career highlights also include his role in helping establish the Private Investment Consulting service (PIC) at MLC Investment Management. The service worked closely with advice practices, enabling them to expand their service offering to better serve their HNW and UHNW clients. Through this experience, Andrew gained first-hand knowledge in assisting advisory firms in growing their revenue and profitability. Andrew leads our global macro economic and our asset allocation programs, including our market-leading institutional asset allocation framework, which contribute to helping guide our investment strategy, market outlook and investment decisions, and portfolio positioning. Andrew is regularly featured as an expert in the press and is a sought-after speaker at conferences. He has also been featured in major publications, including the Singaporean Straits Times and Australian Financial Review. Andrew has a keen interest in financial technology and has developed sophisticated technology for financial advisers and their clients. His technology has been utilised by a leading Singaporean bank, and he has gained considerable experience in the Singaporean private wealth sector. He is passionate about ensuring that the Quilla team delivers superior investment and commercial outcomes for their clients. He prioritises developing strong relationships with his clients, working collaboratively, and communicating regularly. Andrew holds a Bachelor of Economics from the University of Sydney and a Masters of Applied Finance from Macquarie University, where he was awarded the prize in Exotic Options. He is RG 146 Qualified, demonstrating his commitment to continued professional development and upholding industry standards. |
Michael Lange
Partner, Head of Manager Research Michael is a highly respected investment professional with a diverse background and deep expertise in investment manager research, portfolio construction, and management spanning more than 20 years. As the Head of Quilla's Manager Research program, he plays a pivotal role in driving the firm's success while ensuring exceptional client service and outcomes. With a keen eye for identifying top-performing managers and funds across various asset classes, Michael 's extensive knowledge and insightful analysis is widely acknowledged. His unwavering commitment to delivering results for clients has earned him a reputation for excellence. read more about michael's
experience Prior to joining Quilla, Michael honed his skills for over a decade at a highly regarded boutique wealth management firm, where he made significant contributions as a key member of the Investment Committee. During this time, he developed a deep understanding of the unique challenges and opportunities facing investors in today's complex financial landscape. Michael holds a Bachelor of Commerce (Accounting) and a Diploma of Financial Services (Financial Planning), reflecting his strong foundation in both accounting and financial planning. As a Chartered Accountant, he possesses the technical expertise and professional integrity that clients have come to rely on. Furthermore, his Certified Investment Management Analyst (CIMA) designation demonstrates Michael's commitment to staying at the forefront of investment management best practices, ensuring his clients benefit from the most current and effective strategies. Michael is a consummate professional who approaches his work with integrity, passion, and a commitment to excellence. He has a proven ability to deliver outstanding results for his clients. |
Mark Montaldi
Partner, Head of Adviser Services Mark is a seasoned investment professional with an impressive career in financial services spanning more than 25 years. With considerable experience in superannuation, private wealth, and funds management, Mark has held various senior roles in strategic relationship management, business management, product development, and project management. Prior to joining Quilla, Mark made significant contributions to the investment industry, holding pivotal roles at some of Australia's most renowned institutions, including BT Wealth, NAB Wealth, Russell Investments, Perpetual, and the Sydney Futures Exchange. read more about mark's
experience At NAB Wealth, Mark spearheaded the relaunch and ongoing management of the Private Investment Consulting business, transforming it into an asset advisory consulting service for high net worth and select invitation-only institutional clients. Within three years, Mark grew the funds under management to an impressive $1.2bn. At BT Wealth, Mark managed key relationships with investment managers as part of the Strategic Partner Programme of BT Investment Solutions. Mark has a proven track record of developing innovative investment service offerings for the retail market, which were traditionally reserved for large institutional investors. He has an unwavering commitment to delivering bespoke solutions to clients, leveraging his extensive industry experience and knowledge. Mark holds a Bachelor of Science degree from Macquarie University, an MBA (Executive) from the highly regarded Australian Graduate School of Management, a Graduate Diploma in Applied Finance and Investment, and Financial Planning from FINSIA. Mark is also a fellow at Kaplan and is RG 146 Qualified. |
Aaron Lewis
Partner, Head of Equities Aaron is a highly experienced Investment Consultant, with a career spanning over 15 years in the investment industry. Prior to joining Quilla, Aaron was a Senior Investment Analyst in Macquarie Bank’s prestigious Private Bank division for over a decade. In this role, he played a pivotal role in conducting fund manager research, providing institutional and private wealth consulting, constructing bespoke investment portfolios, and designing cutting-edge investment strategies. His analytical skills and attention to detail enabled him to provide his clients with tailor-made investment solutions that generated exceptional returns. read more about AARON's
experience Aaron's commitment to professional excellence is demonstrated by his Chartered Financial Analyst (CFA) accreditation, a globally recognised and highly sought-after designation in the investment industry. He also holds a Bachelor of Arts Informatics from the University of Sydney, which has equipped him with a strong foundation in data analysis and strategic planning. Additionally, his RG146 qualification has enabled him to provide high-quality financial advice to clients. Aaron's ability to navigate complex financial markets and deliver tangible results has established him as a trusted advisor to his clients. He is dedicated to building strong and lasting relationships with his clients by providing them with exceptional service, timely insights, and sound investment guidance. |
Michele Santangelo
Investment Consultant Michele is a highly accomplished investment professional with an outstanding track record of success. He has a wealth of experience across a range of areas of expertise, including investment research, investment strategy, and investment management. His exceptional knowledge and expertise have made him a trusted advisor to clients across various sectors. Michele has over 17 years of experience in technical investment roles, including most recently as a Senior Portfolio Manager for Independent Securities, a highly respected fund manager headquartered in South Africa. His prior roles include Partner, Empyrean Fund, and Chief Investment Officer for Vunani Wealth and Investments in South Africa. READ MORE ABOUT MICHELE'S
EXPERIENCE He has a deep understanding of the complexities and nuances of the investment industry, and his ability to provide strategic advice and guidance has been invaluable to clients seeking to maximize their returns. Michele's qualifications include a Bachelor of Commerce (BCom) Economics and Econometrics, a Bachelor of Commerce (BCom) Honours Investment Management, and a Master of Commerce (MCom) Finance from the University of Johannesburg. He is also a Chartered Alternative Investment Analyst - CAIA, and has completed the FASEA Exam Standard Certification. |
Jonathan Pain
Investment & Market Specialist Jonathan has 37 years' of international investment experience having led investment teams in London, Bahrain and Australia. He holds a joint Honours degree in Economics and Politics from Keele University and a Masters degree in Finance from Exeter University. Jonathan is the author and publisher of a widely read investment newsletter, The Weekly Pain Report. Well known for his independent and often contrarian views, Jonathan is a regular guest on CNBC and ausbiz TV and speaks at conferences and seminars all around the world. Jonathan is also an ‘associate’ of China Matters. Since 2003, Jonathan has repeatedly said that the most significant and defining economic phenomenon of our lifetime is the rise of the Asian middle classes. He now describes the U.S-China relationship as the most significant geopolitical risk of our generation, with Taiwan sitting in the crosshairs of this great divide. READ MORE ABOUT JONATHAN'S EXPERIENCE
In numerous speeches and articles in 2006 Jonathan highlighted the unsustainable levels of debt and the housing bubble in America, and respected commentators such as Alan Kohler have acknowledged his warnings of that impending crisis. In one of his most controversial and contrarian calls he predicted Donald Trump would win the 2016 US election. On Monday 24 February 2020, in a CNBC TV interview, he warned of an imminent 20-25% crash in global equity markets as the financial markets were far too complacent about the COVID outbreak. He was wrong they fell 35%. Having been born in South Africa and lived in Lesotho, Swaziland, England and Bahrain, Jonathan now calls Australia home. |
Lewis Crane
Investment Consultant Lewis is a highly experienced Investment Consultant with a wealth of experience in the financial services industry. He combines his excellent analytical skills and in-depth knowledge of financial markets to provide valuable insights and recommendations that help clients make more informed investment decisions. Prior to joining Quilla, Lewis worked for a major financial institution, where he focused on product management. He also held various analytical roles which expanded his quantitative skills and comprehensive understanding of the financial industry. REad more about lewis's
experience Lewis's academic credentials include Chartered Financial Analyst (CFA), one of the most highly respected certifications in the investment industry. He also holds a Master of Business (Accounting & Finance) from the University of Technology, Sydney, and a Bachelor of Economics from the Australian National University, both top tier universities. |
Brendon Alford
Investment Consultant Brendon is a highly experienced Investment Consultant with a wealth of experience spanning two decades in the investment industry. With a track record of success, he has honed his expertise in navigating the complexities of financial markets and investments. Over the past 20 years, he has served as a trusted advisor to clients including high-net-worths, and institutional investors. For the past decade, Brendon has held senior roles as a Portfolio Manager and Managing Director at Whitehaven Private Portfolios, where he delivered tailored investment solutions to meet the unique needs of his clients. His strategic insights and keen market analysis have earned him a reputation for delivering exceptional results and building long-lasting relationships. READ MORE ABOUT BRENDON'S EXPERIENCE
Brendon holds a Bachelor of Business from Queensland University of Technology, a Graduate Diploma in Financial Planning from FINSIA, and is also a qualified Chartered Accountant. Furthermore, most recently, he completed a Certificate in Sustainable Investing from Harvard Business School Online. |
Kieran Cairns
Investment Analyst Kieran is an investment professional with a passion for finance and investment analysis. He has established himself as a valuable asset to the Quilla investment team, where he plays a crucial role in delivering superior client and analytical support and driving the continuous improvement of the firm's investment systems. With his sharp analytical skills and comprehensive knowledge of finance and economics, Kieran provides invaluable insights into market trends and investment opportunities. He has a keen eye for detail and a knack for uncovering hidden patterns in complex financial data, which assists us in making more informed investment decisions that maximise returns for clients. READ MORE ABOUT KIERAN'S
EXPERIENCE Kieran's dedication to his craft is evident in his impressive educational background. He holds a Bachelor of Commerce in Finance and Accounting from the University of Queensland, which has given him a solid foundation in financial reporting and analysis. He has also earned a Masters in Economics, from the University of Queensland, which has equipped him with a deep understanding of macroeconomic principles and their impact on financial markets. Kieran is a highly skilled and motivated professional who brings a wealth of knowledge and experience to the Quilla investment team. His analytical prowess, deep understanding of finance and economics, and his outstanding technical skills are highly regarded. |
George Mavris Investment Analyst George is an Investment Analyst in our team in Sydney. George joined Quilla from Macquarie Bank where he worked in various investment positions over 6 years, including, most recently, as a Senior Investment Analyst. In his most recent role as a Senior Investment Analyst, George was responsible for investment due diligence, including both qualitative and quantitative analysis of investment managers and investment options, presenting at Investment Committees, Risk Forums, and Board meetings for both Trustee and Responsible Entity functions, leading macroeconomic, strategy and investment risk reviews, and implementing process changes across the business to increase efficiency and reduce risk. READ MORE ABOUT GEORGE'S
EXPERIENCE Recognised for his proactive mindset, strong technical and analytical skills, and dedication to delivering outstanding results for clients, George is a valuable asset to our team. He holds a Bachelor of Business degree, specialising in Finance and Foundations of Law, from the University of Technology Sydney. Eager to further enhance his expertise, George has successfully completed his CFA Level 2, demonstrating his commitment to professional development and his desire to stay at the forefront of industry knowledge and best practices. 
John Yin
Investment Operations Analyst With a passion for technology and a keen eye for detail, John is dedicated to enhancing our systems. At the heart of his expertise lies a commitment to leveraging technology to streamline investment operations. His expertise encompasses investment platforms, trading systems, and data management tools, and he works closely with our investment team to identify areas for improvement, developing and implementing innovative new systems and enhancements. John has a Bachelor of Computer Science from Nanjing Normal University and will complete his Australian qualifications at the University of Queensland in 2025. During his studies, he has received numerous academic awards. |
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