Former Milford portfolio manager joins Alvarium

Alvarium and its sister company Pathfinder has appointed David Lewis as its new chief investment officer.

Lewis has experience with large market-leading investment funds across multiple asset classes and is deeply committed to best practice
sustainability, governance and values-based investing.

He was portfolio manager for the $3.5 billion Milford Diversified Income Fund and his extensive leadership experience includes supporting commercial and team growth for almost a decade at both Milford Asset Management and Bank of America.

He recently completed a Masters in Sustainability Leadership from Cambridge University, and his experience with research and
non-profit work related to climate change makes him a natural fit to spearhead the investment strategy for both companies, Alvariim says.

“It was an easy decision to join Alvarium. I’m excited to go beyond traditional wealth management and help shape the financial futures for generations of Kiwis to come,” Lewis says.

“I can’t wait to further the positive impact we can deliver for our clients and broader community.”

His track record of delivering exceptional results paired with a deep understanding of values-based investing makes him the ideal leader to guide our future investment strategy, the company says.

He takes over the role from Wayne Ross, who as CIO has been building depth in the Alvarium investment team with a number of new hires over the past year.

Ross says: “We have been managing investment portfolios for Alvarium’s high net worth clients for over 20 years and I am confident that David will deliver outstanding outcomes which assist our clients to achieve their wealth objectives.”

Ross, who remains on the Ethics and Investment Committee, is involved in strategic growth initiatives for the wider group and will ensure a smooth transition of investment responsibilities.