Pinnacle
Managed Accounts

BOUTIQUE EDGE. MODERN ADVISER SOLUTIONS.

Multi-manager excellence.
Professionally-managed model portfolios.

Pinnacle Managed Accounts gives financial advisers access to a select group of independent, affiliated fund managers, brought together in expertly constructed portfolio solutions. With a suite of portfolios designed to meet a range of investor objectives, advisers can deliver institutional-quality investment expertise through a seamless platform offering transparency, timely communication and reporting, and ease of use, powered by Pacific Asset Management.

High-performing Boutique Fund Managers

A Suite of Managed Portfolios to Choose From

World-class Technology and Reporting

Managed Account Solutions

Moderate
A diversified portfolio of investments across a broad range of asset classes. Growth assets are held between 20% and 40% of the Portfolio.
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Balanced
A diversified portfolio of investments across a broad range of asset classes. Growth assets are held between 40% and 60% of the Portfolio.
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Growth
A diversified portfolio of investments across a broad range of asset classes. Growth assets are held between 60% and 80% of the Portfolio.
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High Growth
A diversified portfolio of investments across a broad range of asset classes. Growth assets are held between 80% and 100% of the Portfolio.
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Income
A diversified portfolio of investments across a broad range of asset classes, with a bias towards income producing products. Growth assets are held between 60% and 80% of the Portfolio.
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Listed Growth
A diversified portfolio of investments across a broad range of asset classes, with exposure gained exclusively through listed investment vehicles. Growth assets are held between 60% and 80% of the Portfolio.
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Private Markets
Aims to deliver capital growth over the long term from exposure to private markets, including private equity assets, private credit strategies, infrastructure, and direct private asset deals.
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World class technology for client management

For each adviser we work with we build a web portal, fully equipped with a suite of adviser tools and tech enabled resources, to take much of the legwork out of the client onboarding and servicing, whilst adding maximum adviser value with clients.

Pacific Asset Management AdviserLab

The exclusive online portal provides a range of dynamic tools and reporting capabilities to illustrate portfolio performance and investment characteristics, and more efficiently and better service your clients.

Live performance

View and export live portfolio performance stats, export adviser branded charts

Performance packs

Instantaneously generated performance, holdings and overview PowerPoint and PDF packs

CIO view

Access live investment views across multiple asset classes, view live changes

Investment proposals

Investment proposals generate bespoke client investment proposals, all adviser branded

Available for select accounts.

Branded support materials

Including portfolio strategy sheets, monthly and quarterly market updates

Available for select accounts.

Our people

Australian Managed Accounts Team

David
Wright
Head of Managed Accounts

David Wright

David brings more than 30 years of financial services experience in investment research and consulting. For the past 23 years, David was Co-Founder of Zenith Investment Partners, where he served as CEO & Investment Director.

Prior to founding Zenith, David held senior positions at IWL Ltd as Head of Research and Associate Director, and Head of Managed Funds research at Lonsdale Limited.

Chief Investment Officer

Kyle Lidbury

Kyle Lidbury is Chief Investment Officer for the multi-asset solutions business. He is responsible for tailoring the global framework to Australian investors, overseeing Australian manager and security research and portfolio implementation.

Previously, Kyle spent 14 years at Perpetual where he was most recently the Chief Investment Officer of the Perpetual Wealth Management Business and responsible for approximately AU$20bn in funds under advice.

Kyle holds a Bachelor of Accounting with Distinction from University of Technology, Sydney. He is also a CAIA Charterholder and a CFA Charterholder.

Anthony
Doyle
Chief Investment Strategist

Anthony Doyle

Anthony Doyle is Chief Investment Strategist at Pinnacle Investment Management. He has over 24 years’ experience across global equities, multi-asset and fixed income, having worked at Fidelity, M&G, Schroders, Pioneer (now Amundi), Macquarie and Firetrail. A regular market commentator, Anthony appears on Bloomberg, CNBC and the ABC, and has been featured or quoted in the AFR, the Financial Times, the Wall Street Journal, the SMH, the Age, the Australian and the Guardian. He has guest lectured at the University of Oxford, the University of Sydney, the University of Queensland, QUT and Macquarie University.

Anthony holds an MBA from the University of London, a Master of Economic Studies from the University of New England, and a Bachelor of Commerce from Macquarie University.

Ben
Garner
Investment Specialist

Ben Garner

Ben Garner is an Investment Specialist supporting platform trading, investment research and the distribution team. He obtained first class honours in a Bachelor of Advanced Finance & Economics at University of Queensland. He has worked for Pinnacle for 5 years, in roles that span operations, distribution, platform onboarding and multi-asset solutions.

Melanie
McQuire
General Manager

Melanie McQuire

Melanie’s role at Pinnacle is to support the multi-asset solutions business and is a director of Pacific Portfolio Solutions. Melanie joined Pinnacle in August 2025 following the Antipodes acquisition of Maple-Brown Abbott.

Prior to joining Pinnacle, Melanie was Managing Director and Chief Executive Officer of Maple-Brown Abbott, initially joining the business as Chief Operating Officer in 2020. Prior to this, she spent eight years at Lazard Asset Management, with her most recent role being Chief Operating Officer – Asia Pacific. She has previously worked at Macquarie Funds Group and at ING Investment Management.

Kyle
Macintyre
Director

Kyle Macintyre

Kyle is a Director at Pinnacle Investment Management, responsible for Wholesale and Retail Distribution in Australia. Kyle is also a director on the boards of Pacific Asset Management and Pacific Portfolio Solutions. Kyle has significant experience in asset management distribution, product, people and business development.

Prior to joining Pinnacle, Kyle was an Investment Director, COO, and co-founding partner of Firetrail Investments, a Pinnacle affiliated boutique fund manager which Kyle helped to establish and grow into a $7.5bn (AUD) asset manager. Prior to Firetrail, Kyle worked at Macquarie Asset Management as an Investment Specialist.

Pacific Asset Management Team

Chief Investment Officer

Will Bartleet

Will is the Chief Investment Officer and Portfolio Manager of Pacific’s range of multi-asset funds. Prior to joining Pacific, he worked at HSBC Asset management for 17 years, most recently as Portfolio Manager of a $5bn range of multi-asset funds. He was also the Chairman of their Tactical Asset Allocation Committee, responsible for the tactical positioning of HSBC’s $30bn wealth business.

Chief Sustainability Officer

Will Thomson

Will Thompson is the Portfolio Manager for PAM’s Sustainable Multi-Asset Solutions and part of the Multi-Asset Investment team as well as the Chief Sustainability Officer. Prior to joining PAM in 2020, Will was a Senior Portfolio Manager in the UK Multi-Asset team within HSBC AMG. Will was responsible for running the World Selection, Global Strategy and Multi-Asset Sustainable fund ranges with total AUM of $14bn. Will holds a BA (Hons) in Politics, Philosophy and Economics from Durham University and is a CFA Charterholder.

Head of Direct Indexing and Quantitative Investments

Ross Wright

Ross Wright is Head of Direct Indexing and Quantitative Investments and joined Pacific in June 2021. Ross, who spent over 15 years at Deutsche Bank between 2003-18 in various senior trading roles, played a pivotal role in the rapid expansion of the bank’s award-winning Fund Derivatives business, helping create a robust, risk-controlled infrastructure. Prior to joining Deutsche Bank in 2003 he spent six years at UBS, establishing the firm’s fund derivatives trading platform. Ross holds a PhD in Mathematics from Imperial College London.

Head of Investment Risk

Alex White

Alex is Head of Investment Risk at Pacific. Prior to joining Pacific in 2022, Alex spent over 14 years at Deutsche Bank as a Fund Derivative Trader.  Alex holds a BSc in Chemistry from the University of Bristol.

Head of Diversifying Assets and co-manager of Risk Premia

Lou Cucciniello

Louis is Head of Diversifying Assets at Pacific. Prior to joining in 2016, Louis worked at Deutsche Bank for 10 years, most recently as the Managing Director and the Global Head of Multi- Asset Trading where he created, traded and managed over $5bn of risk premia strategies. In this role, Louis and his team developed and managed quantitative alternative investments.

Senior Investment Analyst

Laura Robins

Laura is an Senior Investment Analyst and joined Pacific in 2020 when Parallel Investment Management became part of the PAM Group. Laura provides fund selection analysis, performance attribution, and asset allocation for Pacific’s multi-asset solutions range. Prior to joining Parallel in 2013 Laura worked as part of the client services administration team with investment trading platform provider, Novia Financial plc.

Investment Analyst

Lucian De Boinville

Lucian is an Investment Analyst specialising in ESG analytics and research. Lucien was previously Research Manager at Valuation Investors (a Global ESG Equity Fund Manager); responsible for portfolio construction, company valuations & portfolio analysis. Prior to that he worked at Close Brothers AM as a Financial Analyst on the Socially Responsible Investment team.

Investment Solutions & Analytics Manager

Chris Smith

Chris is an Investment Solutions & Analytics Manager at Pacific. Prior to joining Pacific in 2021, he spent over 8 years at GAM Investments where he was responsible for the oversight of all fixed income trading activity relating to the Fixed income portfolio businesses for all asset classes. Prior to that he spent 4 years at J.P. Morgan in various operational roles. Chris has a B.A in Business Studies from Bournemouth University.

Platform and Portfolio Reporting Analyst

Joseph Watson

Joe joined Pacific in 2024 as a Platform and Portfolio Reporting Analyst, having recently graduated and interned in the Financial Technology space. Joe holds a BSc in Economics from Cardiff University and an MSc in Finance from Durham University.

Chief Marketing Officer

Simon Lowans

Simon is Pacific’s Chief Marketing Officer. Prior to joining Pacific in November 2016, Simon spent 10 years at GAM where he was Head of Content Marketing and Presentations. Simon has over 18 years professional experience and has held several marketing positions at blue chip firms including Barclays Capital, Goldman Sachs, HSBC and Lloyd’s of London.

Marketing Executive

Katie Jordan

Katie is a Marketing Executive at PAM, and joined the business in 2025. She is responsible for creating marketing materials, editing social media content, and supporting the team with a range of marketing initiatives. Prior to joining PAM, Katie spent over four years in Morgan Stanley’s Research department, where she trained as a Digital Marketer. She also brings a background in graphic design and editing.

Marketing Manager

Iva Davoli

Iva is Marketing Manager and joined Pacific in 2023. She previously worked as a Marketing Executive at an educational company after graduating with a Bachelor’s degree in Marketing and Management, with experience in coordinating marketing activities and ensuring brand consistency.

Sustainability & Project Lead

Ramon Varela

Ramon joined Pacific in 2025 after two years in sustainability consulting, following a 2023 internship with the firm. He holds an MSc in Climate Change from the University of Leeds and previously earned a double degree in Law and International Relations in the Basque Country.

Python Developer

Alex Steadman

Alex is a Python Developer within the Operations and Technology team at Pacific. Prior to joining Pacific in 2024, she was a Graduate Scientific Software Engineer at Materials Nexus, a deep tech AI and quantum mechanics company that focuses on amplifying net-zero technologies. Alex has an MSc in Maths from the University of Bristol.

Contact Us

To get started with a Pinnacle Managed Account, contact a member of the Portfolio Solutions team.

E: info@pacificportfolios.com

P: 1300 010 311

Disclaimer:

This webpage has been prepared by Pinnacle Investment Management Limited ABN 66 109 659 109 AFSL 322140 (‘Pinnacle’). It is intended for general information purposes only and was prepared for multiple distribution. While Pinnacle believes the information contained in this webpage is reliable, no warranty is given as to its accuracy, reliability, or completeness, and any person relying on this information does so at their own risk.

Subject to any liability that cannot be excluded under relevant laws, Pinnacle disclaims all liability to any person relying on the information in this webpage for any loss or damage (including consequential loss or damage), however caused, which may arise directly or indirectly from such information.

The information is not intended to be a securities recommendation or a statement of opinion intended to influence a person’s investment decisions. It has been prepared without taking into account any individual’s objectives, financial situation, or needs. The information is intended for financial advisers only. Any person relying on this information should obtain professional advice before acting on it. Pinnacle is not licensed to provide financial product advice. Please consult your financial adviser before making any investment decisions. Any opinions and forecasts represent the judgment and assumptions of Pinnacle and its representatives based on information available at the time of publication and may change without notice. Any projections included are estimates only and may not be realised in the future. The information is not intended to be a securities recommendation or a statement of opinion intended to influence investment decisions.

Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information in this webpage is prohibited without prior written permission from Pinnacle. Pinnacle and its associates may hold interests in financial products and may receive fees from companies mentioned in this webpage.

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