Specialist Investment Management Pty Ltd was founded in 2011 to provide wholesale investors access to investments that generate superior risk adjusted returns and would otherwise be difficult to source.
The wealth management business now operates as Kennedy Partners providing advice and management aligned to the needs of each client.
In 2017 the SIML Global ETF Fund was launched. The Fund invests in a broad range of global assets through Exchange Traded Funds listed on US exchanges.
Peter has had more than 30 years’ financial markets experience in equities, derivatives and investment management. After 12 years at Macquarie Bank and six years at Deutsche Bank he founded his first financial services venture.
In 2011 Peter founded Specialist Investment Management Pty Ltd (SIML). SIML provides services to wholesale investors in high yield fixed interest instruments, equities and derivatives. In 2016 the company commenced operations under the name of Kennedy Partners. The change of name recognised the evolution of the company to include a number of key individuals and their clients.
Michael West has in excess of 20 years’ experience in financial services most recently as a Managing Director, Head of Communications Asia Pacific for Deutsche Bank where he was also a Member of the Asia Pacific Executive Committee. He was based in Hong Kong with Deutsche Bank for 14 years and in Sydney prior to that. Before joining Deutsche Bank in its Equities business in 1997, Michael worked in the Management Consulting, Advertising and Marketing sectors for 15 years. Among other interests including skiing and the visual arts, Michael has researched systematic asset allocation, investment and trading approaches for over two decades and over the last five years has used his own capital to develop the methodology now used by the SIML Global ETF Fund.
Evelyn has 30 years’ experience in banking, private banking and wealth management gained in Hong Kong and Sydney. Her focus is to provide holistic investment advice to high net worth, family office and not for profit entities with particular expertise in offshore and multi-currency investing.
Evelyn has overall responsibility for client account management at Kennedy Partners and aims to ensure consistent high quality outcomes for all clients. She holds a LPAB Diploma in Law in association with the University of Sydney