Wheelhouse Partners

www.wheelhouse-partners.com

Wheelhouse Investment Partners (Wheelhouse Partners) is a boutique asset manager with a mission to improve investment outcomes for Australian retirees. The managers’ core expertise, or ‘wheelhouse’, is the delivery of derivative based solutions that are designed to meet specific client objectives. Established in partnership with Bennelong Funds Management in March 2017, the team comprises three experienced investors: Alastair MacLeod (Portfolio Manager), Sam Jacob (Chief Information Officer) and Andrew MacLeod (Trader/Analyst) operating as Principals. The Wheelhouse Global Equity Income Fund will be launched to sophisticated and wholesale investors in May 2017.

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Wheelhouse Investment Partners (Wheelhouse Partners) is a boutique asset manager with a mission to improve investment outcomes for Australian retirees. The managers’ core expertise, or ‘wheelhouse’, is the delivery of derivative based solutions that are designed to meet specific client objectives. Established in partnership with Bennelong Funds Management in March 2017, the team comprises three experienced investors: Alastair MacLeod (Portfolio Manager), Sam Jacob (Chief Information Officer) and Andrew MacLeod (Trader/Analyst) operating as Principals. The Wheelhouse Global Equity Income Fund will be launched to sophisticated and wholesale investors in May 2017.

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Employees

1-10

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Founded

2017

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  • President and Chief Executive Officer

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  • Chief Information Officer

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  • Managing Director

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  • Head of Distribution

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