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BPC Asset Management
Launching 2023
Date: 2023
Seats are limited, so complete your registration to confirm your attendance.
About
ASSET MANAGEMENT
About
Barclay Pearce Capital (BPC) Asset Management have created a team and partnered with a trusted portfolio manager to create a wealth management platform with a solid foundation of diversified investments.
The board has over 50+ years of combined experience in financial markets and is working with hand picked professionals and BPC advisors to determine and manage portfolio allocation across sectors and asset classes.
The key point of difference is in our allocation to alternatives and renewables, ensuring your future growth is aligned to the protection of our planet.
Key Aspects
- Experienced board and distinguished ambassadors.
- Strong focus on alternatives and renewables.
- Trusted platform.
- Unique investment opportunities.
- Portfolio tailored to the individual.
BPC AM
TEAM
James Whelan
Managing Director, Asset Management
James holds the position of Managing Director of the BPC Asset Management team, where his primary responsibility is to initiate and advance the Barclay Pearce Wealth Management solution. His extensive career spans various aspects of the retail and institutional broking industry, which equips him with nearly two decades of experience in finance.
In his earlier roles, James acted as the lead manager for a globally oriented set of managed discretionary accounts, and he was also a founding member of Pershing Australia, instrumental in establishing the framework that safeguards a substantial portion of the Australian financial sector's assets. His educational background includes a Bachelor of Social Sciences with a focus on Human Resource Management and Industrial Relations, along with an Advanced Diploma in Applied Finance. He also holds certifications in Derivatives and Managed Investment Schemes.
James is recognised for his financial expertise and is the financial commentator at BPC. Beyond his financial acumen, James is an Australian Champion Jump Roper in the 40+ age category, showcasing his dedication to both professional and personal excellence.
Jai Ayoub
Director, Strategic Partnerships
As the Director of Strategic Partnerships, Jai is responsible for cultivating and maintaining long-term relationships with key partners both domestically and globally. With expertise in identifying industry trends and opportunities, Jai collaborates with stakeholders to facilitate business needs and drive growth through strategic partnerships. With a background in project and event management, Jai leads cross-functional teams and enhances the company's profile internationally. Jai has years of experience in dealing with multinational companies across various sectors such as Mining, Renewable Energy, and Technology, making him an invaluable asset to the organisation's continued success.
Johnathan Thurston AM
Ambassador
Johnathan Thurston AM, a former professional rugby league footballer, winning NRL Premierships in 2004 and 2015. Thurston was also a representative for the Queensland State of Origin, the Indigenous All Stars and was an Australian international. Thurston is a strong positive influence and role model, as demonstrated by his long list of accolades, including the 2018 Australian Humanitarian of the Year.
Trent Primmer
Director, Trading
Trent is an experienced Senior Advisor with a demonstrated successful track record working in the financial services industry. He is skilled in banking, credit analysis, portfolio management, sales, commercial banking, corporate finance and equity trading. Trent is primarily dealing with sophisticated, HNW and wholesale investors.
Will Smith
Dealers Assistant, Trading
William works within BPCs Asset Management team as a Dealers Assistant. He assists with client inquiries and collaborates closely with advisors to ensure seamless settlements of client transactions. Prior to joining BPC, William gained valuable experience in the banking sector, where he honed essential skills such as attention to detail, efficiency, and exceptional customer service. These skills have proven invaluable in his current role, enabling him to provide the best possible outcomes for all parties involved.
William has completed a Bachelor of Economics Degree, majoring in Finance at University of Technology, Sydney. He has expanded upon this business acumen having completed the RG 146 Compliance Course with Kaplan professional.
Johnathan Thurston AM
Ambassador
Johnathan Thurston AM, a former professional rugby league footballer, winning NRL Premierships in 2004 and 2015. Thurston was also a representative for the Queensland State of Origin, the Indigenous All Stars and was an Australian international. Thurston is a strong positive influence and role model, as demonstrated by his long list of accolades, including the 2018 Australian Humanitarian of the Year.
BPC AM
AMBASSADORS
Robbie Farah
Brand Ambassador
Robbie Farah, a former professional rugby league footballer turned first grade coach. Farah hit two key milestones with the West Tigers, winning the club’s first NRL Premiership in 2005 and becoming the first player to play in over 250 matches for the club. Farah was an Australian international, Lebanese international, and captain of the New South Wales Blues. Farah has taken his natural leadership skills and business acumen to create successful entrepreneurial ventures.
Johnathan Thurston AM
Brand Ambassador
Johnathan Thurston AM, a former professional rugby league footballer, winning NRL Premierships in 2004 and 2015. Thurston was also a representative for the Queensland State of Origin, the Indigenous All Stars and was an Australian international. Thurston is a strong positive influence and role model, as demonstrated by his long list of accolades, including the 2018 Australian Humanitarian of the Year.
Johnathan Thurston AM
Ambassador
Johnathan Thurston AM, a former professional rugby league footballer, winning NRL Premierships in 2004 and 2015. Thurston was also a representative for the Queensland State of Origin, the Indigenous All Stars and was an Australian international. Thurston is a strong positive influence and role model, as demonstrated by his long list of accolades, including the 2018 Australian Humanitarian of the Year.
Podcast Series
ATHLETE'S JOURNEY
Winning On & Off The Field
Introducing “Athlete’s Journey – Winning On & Off The Field” a special podcast series looking at the financial journey of athletes through the eyes of some of Australia’s most influential sporting figures.
Podcast Episode 1
