Press Release

Willis Towers Watson grows portfolio management capabilities

Three new Sydney-based team members appointed

November 21, 2017
| Australia

SYDNEY, November 21, 2017 — Willis Towers Watson has bolstered its portfolio management team in Sydney, adding a senior portfolio specialist and two analysts. Director of Investments for Australia Martin Goss said the appointments of Oliver Berry, Kathereen Cabreros and Ricky Wang were integral to delivering clients the best ideas in portfolio management.

Senior Portfolio Specialist Oliver Berry was previously a Director at BlackRock, responsible for institutional sales for iShares in Australia. Before that he was a managing director at Bank of New York. He holds a BA (Hons) from The London School of Economics and a MA from Kingston Business School.

Goss commented: “Oliver is a highly experienced professional, particularly in delivering successful investments solutions for clients.  We are delighted to have someone of his calibre join the team, further enhancing our ability to deliver investments efficiently and cost effectively.”

Berry is joined by Senior Analyst Kathereen Cabreros and Analyst Ricky Wang. Cabreros has over 20 years’ experience in custody and administration. Previously she was a senior analyst within the custody group at NAB for over nine years. She holds a Bachelor of Economics and Finance from De La Salle University and a Master of Computational Finance from De La Salle’s graduate school.

Wang has over three years’ experience in custody and administration and was previously a senior fund administrator at BNP Paribas. Ricky holds a Bachelor of Commerce (Finance and Accounting) from the University of Melbourne and a Master of Commerce (Banking and Finance) from University of Sydney.

Goss said:  “Portfolio Management provides our clients an additional way to access our best ideas.  By outsourcing manager selection, due diligence, and operations, investors can focus their limited resources while tightening up their risk management. All three appointments will enhance the delivery of these solutions.”

About Willis Towers Watson Investments

Willis Towers Watson’s Investments business is focused on creating financial value for institutional investors through its expertise in risk assessment, strategic asset allocation, fiduciary management and investment manager selection. It has over 900 colleagues worldwide, assets under advisory of over US$2.3 trillion and over US$87 billion of assets under management. 

About Willis Towers Watson

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimise benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.

Media contact

Related solution