Investment Committee - Wealth Management

Murray + Co has a highly experienced Investment Committee. This further strengthens our financial, investment and governance credentials and provides our wealth management clients with an additional level of confidence in the advice they are receiving.

The role of the Investment Committee is to:

• provide guidance and oversight to our Directors and senior professionals in their wealth management activities;

• determine investment strategies appropriate for the investment objectives and timeframes of clients;

• approve and monitor appropriate investments and investment products to enable a client’s investment strategy to be implemented in accordance with Murray + Company’s Principles and Investment Philosophies;

• approve investment guidelines to ensure diligent implementation, management and monitoring of clients’ portfolios; and

• establish client communication processes and reporting that reflect the vision and values of Murray + Co and ensure that these are being followed.

Members of the Committee are: Humphry Rolleston (Chairman), Justin Murray (Managing Director) and Rob Campbell.