Charles Wu Email & Phone Number
Director of ICIO @ Frontier Advisors
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Charles Wu Location
- Sydney, NSW, AU
Charles Wu Work
- 2025 -now Director of ICIO @
- 2021 -2026 Chief Investment Officer @
- 2016 -2021 General Manager Asset Allocation @
- 2024 -2024 Chapter Director @
- 2020 -2024 President @ CFA Societies Sydney
- 2017 -2020 Vice President @
- 2011 -2017 Board Director @
- 2015 -2016 Head of Asset Allocation and Risk @ State Super - SAS Trustee Corporation
- 2014 -2015 Investment Manager @
- 2010 -2014 Senior Investment Analyst @
- 2009 -2010 Investment Analyst @ Everest Financial Groups
- 2007 -2009 Analyst @
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 1 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
Kate Kimberley
EA to the CEO
Melbourne, VIC, AU
Iain McMahon
Head of Defensives and Alternatives
Melbourne, VIC, AU
Sarkis Tepeli
Principal Consultant
Melbourne, VIC, AU
Paul Fiaa
Director of Sector Research
Melbourne, VIC, AU
Lucy Minichiello
Head of Real Assets
Melbourne, VIC, AU
Claire Casucci
Principal Consultant
Adelaide, SA, 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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