James Holt Email
Head Investment Specialist, Perpetual Equities @ Perpetual Limited
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James Holt Location
- Sydney, NSW, AU
James Holt Work
- 2023 -now Head Investment Specialist, Perpetual Equities @
- 2020 -2023 Director, Investment Solutions @
- 2014 -2023 Senior Investment Specialist @
- 2013 -2014 Senior Investment Specialist @
- 2008 -2012 Investment Specialist - Director @
- 2002 -2008 Senior Investment Specialist @
- 2001 -2002 Marketing and Operations Manager (Assistant Vice President) @ Zurich Scudder Investments
- 1998 -2001 Investment Information Specialist and Asset Consultant Manager @
- 1996 -1997 Superannuation Services Consultant @
- 1992 -1993 Office Junior (gap year) @
James Holt Education
- The Australian National University
Bachelor of Economics ((Economics, Economic History and Political Science))
1992-1995
James Holt Skills
- Alternative Investments
- Writing
- Conduit
- Retirement Planning
- Sales
- Wealth Management Services
- Media Relations
- Thought Leadership
- Portfolio Management
- Value Investing
- Investments
- Relationship Management
- Asset Allocation
- Investment Advisory
- Strategy
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- Asset Management
- Strategic Sales
- Wealth
- Portfolio Managers
- Presentations
- Hedge Funds
- Investment Management
- Financial Markets
- ETFs
James Holt Summary
- James Holt, based in Sydney, NSW, AU, is currently a Head Investment Specialist, Perpetual Equities at Perpetual Limited. James Holt brings experience from previous roles at Perpetual Limited, Zurich Financial Services Australia and BlackRock. James Holt holds a 1992 - 1995 Bachelor of Economics in (Economics, Economic History and Political Science) @ The Australian National University. With a robust skill set that includes Alternative Investments, Writing, Conduit, Retirement Planning, Sales and more. James Holt has 4 emails on RocketReach.
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Top Perpetual Limited Employees
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Suzanne Evans
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Wendy Antaw
Chief Technology Officer
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Bernard Reilly
Chief Executive Officer and Managing Director
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Matthew Neece
Head of Corporate Strategy and Product
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