Founding Chairman of Armytage Private

Responsible for portfolio management of the Armytage IMA Service, sector & stock analysis, as well as equity and option dealing

A member of the Armytage Macro Economic Strategy Committee

Founder and former Chairman of Treasury Group 

Lee has been in the financial industry for over 27 years, with broad experience ranging from stock broking and funds management to principal lecturer at the Securities Institute of Australia.  Lee was the founder and chairman of Treasury Group Limited (ASX: TRG) from 1997 until 2006. TRG established a number of boutique funds management businesses, which it supported with finance and administrative assistance, and later listed on the ASX. During Lee’s tenure at TRG, funds under management grew from a minor base to a peak of over $15 billion.  Lee was also responsible for establishing and developing AVFM Limited with a diversified financial services focus, as well as boutique fund manager Armytage Private Limited where Lee is Executive Chairman. Armytage Private has been operating since 1997.

Prior to establishing these companies, Lee was a stockbroker at Tolhurst Noall and McKinley Wilson with responsibilities spanning retail and wholesale funds management, securities operations, corporate restructuring, capital raisings and mergers and acquisitions. Lee has also provided advice on corporate governance and strategic planning issues to a number of institutions. 

Responsible for stock & sector analysis, client trade management, and operational management of the Armytage IMA Service

Previously held positions in wealth administration, stock broking & portfolio management

Formerly with Tolhurst Noal, before joining Armytage in 2003

Bradley has over 10 years experience in the financial services industry, working in a variety of roles in wealth administration, stock broking and funds management. He commenced his career in 2001 with stockbroking firm William Noall in back office and administration services. Upon merging with D&D Tolhurst, he gained valuable experience in stock broking and dealing operations. In May 2003 Bradley joined Armytage to oversee client and trade management and is today responsible for managing Armytage's high net worth individually managed accounts service, overseeing securities trading and is also involved in company research and analysis.

Bradley has an Economic and Finance degree from RMIT and has studied abroad in the United States and Germany.

Responsible for sector & stock analysis, and overall management of the investment team

Portfolio Manager of the Ralton SMA Portfolios

A member of the Armytage Macro Economic Strategy Committee

Previously held senior executive roles with UBS, Deutsche Bank & Macquarie in Australia, the U.S. and Asia. 4 years as a tax adviser with Arthur Anderson

Andrew joined Ralton Asset Management, now part of Armytage Private, in January 2006 and has 19 years of funds management and investment banking experience having held senior positions with major investment banks in Melbourne, Hong Kong, Tokyo and New York. Andrew leads the investment team and is responsible for the management of all Ralton portfolios, supported by an experienced and talented team of investment professionals.

In Andrew's last international role prior to Ralton and Armytage, he was an Executive Director in the Financial Structuring Group of UBS in Hong Kong where he developed a range of complex structured solutions to problems faced by institutional clients, encompassing areas of investment banking, fixed income and equities. These structured solutions often involved in depth analyses of highly complex accounting, tax, legal and regulatory issues. As such, Andrew has developed very strong analytical skills, having considered company characteristics in great depth in order to develop various products and corporate structures.

Andrew started his career at Arthur Andersen in Melbourne, and maintains an extensive network of contacts in the corporate and finance industries both in Australia and internationally.

Andrew has a Bachelor of Laws and a Bachelor of Economics (accounting major) from Monash University, a Masters of Applied Finance from Macquarie University and is a qualified Chartered Accountant. During his tenure at Monash, Andrew tutored macroeconomics for 3 years.

Responsible for sector & stock analysis

Portfolio Manager of the Ralton Professional Partners Model

9 years experience researching & investing in equity markets

Formerly Senior Analyst Cinnabar Equities, Global Healthcare Fund Manager

Roger joined Ralton, now part of Armytage Private, in November 2006 as an investment analyst, and has over 9 years of direct funds management experience. Roger is responsible for stock coverage of several industry sectors, assists with the portfolio management process, and is the lead Portfolio Manager for the Ralton Professional Partners Portfolio, an investment strategy tailored to PwC Partners.

Roger was previously a shareholder and employee of Cinnabar Equities, a Global Healthcare Fund with offices in both Melbourne and New York. In Roger's role as Senior Analyst he had sub-sector and stock investment decision responsibility.

Prior to his career in financial markets, Roger practiced as an Optometrist, working in both private practice, hospitals and teaching Universities in both Australia and the UK. Roger was previously a Director of The Optometrists Association of Australia (Vic Division) where he fulfilled the role of Treasurer for 4 years.

Roger has a Bachelor of Optometry from the University of Melbourne and a Masters of Business and Biotechnology (MBB) from RMIT.

Oversees the operational aspects of the Armytage business

A wealth and superannuation management background

Previous roles with Perpetual Trustees and Australian Executor Trustees

Michael joined Armytage in 2006 and is the COO and Company Secretary of the business. He has over 10 years experience in the securities industry, and throughout his career has developed extensive knowledge in wealth and superannuation management as well as property and infrastructure investing.

Michael began his finance career in 1998, and in an early role with Perpetual Trustees Limited was a Superannuation Administrator responsible for the administration of Small APRA Funds and Self Managed Superannuation Funds. From 2001 to 2006, Michael was a Client Service Provider with Australian Executor Trustees Limited (formerly Tower Trust Limited), where he was responsible for the account management of $200 million in funds under management invested in Small APRA Funds, personal investment portfolios and SMSFs.

If you would like to speak to one of our Investment Team about your investments, please contact us. 

Find out about our Individual Managed Accounts, Australian Funds or International Funds.