Charles Wu Email & Phone Number
Director of ICIO @ Frontier Advisors
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Charles Wu Location
- Sydney, NSW, AU
Charles Wu Work
- Director of ICIO @ (December 2025 - Present)
- Chief Investment Officer @ (January 2021 - February 2026)
- General Manager Asset Allocation @ (November 2016 - January 2021)
- Chapter Director @ (May 2024 - November 2024)
- President @ CFA Societies Sydney (November 2020 - May 2024)
- Vice President @ (November 2017 - November 2020)
- Board Director @ (November 2011 - November 2017)
- Head of Asset Allocation and Risk @ State Super - SAS Trustee Corporation (April 2015 - November 2016)
- Investment Manager @ (April 2014 - March 2015)
- Senior Investment Analyst @ (November 2010 - May 2014)
- Investment Analyst @ Everest Financial Groups (September 2009 - August 2010)
- Analyst @ (May 2007 - September 2009)
Charles Wu Education
- UNSW
Master (Commerce)
2004-2005 - UNSW
Comp Eng (Computer Engineering)
2000-2004
Charles Wu Skills
- Financing
- Strategy
- Finance
- Stakeholder Engagement
- Risk Assessment
- Scenario Analysis
- Modeling
- Asset Allocation
- Hedge Funds
- Risk Management
- Risk Mitigation
- Risk Analysis
- Performance Management
- Performance Analysis
- Investment Strategies
- Alternative Investments
- Global Macro
- Quantitative Analysis
- Quantitative Finance
- Financial Markets
- Investments
- Portfolio Management
- Quantitative Analytics
- Due Diligence
- Valuation
- Derivatives
- Investment Management
- Financial Modeling
- Asset Management
- Capital Markets
- Equities
- Fixed Income
- Mutual Funds
- Wealth Management
- Financial Risk
Charles Wu Summary
- Charles Wu, based in Sydney, NSW, AU, is currently a Director of ICIO at Frontier Advisors. Charles Wu brings experience from previous roles at State Super (SAS Trustee Corporation), CFA Society Australia and CFA Societies Sydney. Charles Wu holds a 2004 - 2005 Master in Commerce @ UNSW. With a robust skill set that includes Financing, Strategy, Finance, Stakeholder Engagement, Risk Assessment and more. Charles Wu has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Frontier Advisors Employees
Kristian Fok
Director
Melbourne, VIC, AU
Andrew Kemp
Head of Research
Melbourne, VIC, AU
Charles Wu
Director of ICIO
Sydney, NSW, AU
Andrew Polson
Chief Executive Officer
Melbourne, VIC, AU
Wayne Sullivan
Director of Marketing
Melbourne, VIC, AU
Jennifer Johnstone-Kaiser
Head of Property
Sydney, NSW, AU
Iain McMahon
Head of Defensives and Alternatives
Melbourne, VIC, AU
Alan Chan
Head of Portfolio Management
Sydney, NSW, AU
Kim Bowater
Director of Consulting
Melbourne, VIC, AU
Sarkis Tepeli
Principal Consultant
Melbourne, VIC, AU
Alice Berriman
Principal Consultant
Melbourne, VIC, AU
Lucy Minichiello
Head of Real Assets
Melbourne, VIC, AU
Daniel Leslie
Senior Investment Consultant
Melbourne, VIC, AU
Sarah Cornelius
Head of Investment Governance
Melbourne, VIC, AU
Sarah G
Head of People and Culture
Melbourne, VIC, AU
Louise Hulley
COO
Sydney, NSW, AU
Angela Emslie
Independent Chair
Melbourne, VIC, AU
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