Max Riaz
Subject Matter in Money Management
Max is our subject matter expert in money management or investment markets. He leads a team of 8 investment managers in Australia and the USA and provides Independent Advisers WA with access to information and key insights that are not available in the general Australian advice market.
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Independent Advisers WA has adopted Max's team asset allocation guidance which is unique as it takes into consideration the needs of the clients instead of big licensees and banks. With this as the base, Mick and Max, and his team developed a customized ethical advice solution specifically for IFSWA clients, that targets the 17 Goals of Sustainability of the United Nations.
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Based on accountable research Max and his team are responsible for asset allocation advice and investment product solutions as well as direct monitoring and reporting on Mick's Ethical Share Portfolio, through monthly reporting and updates.
A Bit About Max
Max has over twenty-two years of experience in buy-side investment research, fund management, private equity, and business management. Currently, Max holds the position of Director of Investments at Banyantree Investment Group, an independent and self-licensed Investment Research and Fund Management firm. In this role, Max provides advice to wealth management firms on asset allocation, securities and fund selection, and portfolio management.
Previously, Max served as the General Manager of Strategy, and on occasions as the relief Managing Director, at a prominent national aged care business. Prior to that, he worked for eight years at Australia's largest ASX-listed Investment and Wealth Management Group, where he held the role of Research Manager for direct equities and fixed interest. In this capacity, he managed total funds under advice and management of $2.5 billion and provided support to hundreds of financial planners.
Before his career in investment management, Max served as a key investment manager at an ultra-high-net-worth family office. He also gained experience as a graduate engineer in various industries.
More information
Education
Qualifications
Former Activities
Other Activities
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University of Technology Sydney​
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UNSW
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MBA, Finance
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BE (Honours), Mechanical Engineering
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General Manager of Business and Family Office - A Prominent Australian Healthcare Business (privacy protected)​​
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Australian Equities Analyst & Manager IOOF
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Financial Controller & Advisor Financial Controller - A High Net-worth Private Family Office (Privacy Protected)
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Graduate Analyst & Operations Analyst Roles - Various large companies
Mr Riaz is a prolific writer on topics of business, strategy, policy and governance in the Money Magazine. He loves a chat and is very passionate about current economic topics including the environment.