Malcolm Wood has an extensive work experience in the finance and investment industry. Malcolm is currently working as the Head of Institutional Research and Asset Allocation at Ord Minnett, where they manage a team of senior equity analysts and research associates. Malcolm also oversees the asset allocation analysis and investment strategy for the company's financial advisors and clients.
Prior to joining Ord Minnett, Malcolm served as the Chief Investment Officer at E.L. & C. Baillieu Limited, where they were responsible for asset allocation, equity strategy, and portfolio management. Malcolm handled multi-asset portfolios and developed key investment themes for the Australian equity market.
Before that, Malcolm worked at Bank of America Merrill Lynch as the Head of Investment Strategy, leading a team of economists and strategists. Malcolm also constructed and managed a model portfolio.
Malcolm's career also includes roles at Morgan Stanley Wealth Management and Minerva Capital. At Morgan Stanley, they were the Head of Investment Strategy and responsible for asset allocation and leading a team covering financial markets. At Minerva Capital, they worked as a strategist for an Asia-Pacific focused Macro Hedge Fund, where they generated and managed investment ideas.
At the start of their career, Malcolm worked at Morgan Stanley as the Asia-Pacific Equity Strategist, where they developed investment themes and managed regional portfolios. Malcolm also served as the Equity Strategist and Head of Research for the Australian market.
Prior to Morgan Stanley, Malcolm worked at Credit Suisse First Boston as an International and Australia Equity Strategist, and at BT Australia as a US and Europe Portfolio Manager.
Overall, Malcolm Wood's work experience showcases their expertise in asset allocation, equity strategy, and portfolio management across various financial institutions.
Malcolm Wood completed their education with a Bachelor's degree in Economics from the University of Sydney in the years 1982 to 1985. Later, they pursued a Diploma in Finance from the Securities Institute of Australia during 1986 to 1988. In 2009 to 2010, they obtained a Postgraduate Diploma in Management from Macquarie Graduate School of Management (MGSM).
February, 2021 - present
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