Team - Matthew Smithyman
Meet our team with extensive experience through a diverse range of industries
Matthew Smithyman
Executive Director
Matthew has spent over 20 years in the financial services industry specialising in the private client and the wealth management industry.
Matthew began his career in Johannesburg, South Africa working at Stockbroker SG Frankel Pollak before immigrating to Australia in 2000 where he joined Commsec Advisory, advising High Net Worth clients on portfolio construction using Fixed Income, Domestic and International Equities. Matthew joined UBS in 2004 working for UBS Wealth Management. In the position of Executive Director he focused on establishing global investment portfolios, with strong risk management frameworks, for his clients which included Corporate Executives, business owners and family offices.
In June 2016 he resigned from UBS to join Peloton Capital.
Creating a bespoke offering for a small number of wealth clients. Matthew delivers sophisticated solutions and advice to the varied and often complex requirements of his unique client base. He looks across global investment markets to find the right solution for each client. Matthew places great emphasis on the overall client relationship, working with each individual to achieve their investment goals. Matthew is an advisor in all facets of his client families business which has developed, on occasion, into relationships on an inter-generational level. Matthew is ASX accredited and qualified to advise on Equities, Fixed income and Derivatives. He holds a Bachelor of Commerce with Honours in Accountancy and Economics.
(Limited Intake)
- ABN: 22 149 540 018
- ACN: 149 540 018
- AFSL No. 406040
Address:
Level 8, 2 Bligh street, Sydney NSW 2000 Australia
Phone:
+61 2 8651 7800
Email:
admin@pelotoncapital.com.au
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