James enjoys more than 32 years of portfolio and senior management experience from working in Australia and the UK. The bulk of his career has been in funds management, covering Australasian, Asian and International equity portfolios, both as a direct investor and a manager of managers. His most recent experience involved managing portfolios for Charities and Not-for-profit groups across diversified portfolios. As Director Investments, James is responsible for the formulation of investment strategy and overall management of UCA Funds Management portfolios.
Noel manages the UCA Enhanced Cash Portfolio and the Property Trust. He also leads debates that formulate our voting intentions at Annual General Meetings. Noel has over 40 years’ experience in funds management and stockbroking, and has managed multi-billion dollar, fixed interest portfolios for major institutions in both South Africa and Australia, including arbitrage trading.
Tim focuses on domestic equities, managing our Uniting Ethical Australian Equities Trust and the UCA Australian Equity Portfolio. He is also responsible for monitoring companies for compliance within the Ethical Investment Policy and liaising with corporate boards. Tim has more than 15 years' experience with leading global institutions and gained specialist knowledge in a variety of roles including portfolio strategy and complex investment instruments.
B Com, CFA
Jon is primarily responsible for key stock and sector equity research ideas in both domestic and international portfolios. In addition he provides ongoing risk analysis and in-depth monitoring of portfolios. He has more than 10 years' experience in the financial services industry, in both Australia and the UK, with previous roles in equities research and wealth management.
Matthew assists with the management of the UCA Enhanced Cash Portfolio, focusing credit risk analysis and the ongoing monitoring of the portfolio. He has 7 years of financial services experience and most recently worked as a dealer in the Bank of Queensland treasury team.
Bridgette works closely with both the investment and business development teams providing key insights and supporting the integration of ethical policy across the portfolios. Bridgette has around 20 years' experience in funds management in Australia and the UK, including IFM Investors and Legg Mason Global Asset Management.