Profile
Mr. Simon A.
Shields, CFA MBA, is Co-Founder & Director at Monash Investors Pty Ltd.
He is on the Board of Directors at Monash Absolute Investment Co. Ltd.
He is responsible for research, analysis, dealing and investment management.
Mr. Shield is one of Australia’s leading fund managers with over 30 years of industry experience having been Head of Australian Equities at both UBS Global Asset Management (Australia) Limited (UBS) and Colonial First State Limited (CFS).
He has been a member of and/or led multi-award winning equity teams across a range of investment styles.
Mr. Shields commenced his career as an Analyst with Westpac Investment Management Limited (now part of BT Investment Management Limited), before moving into a portfolio management role.
In 1995, he moved to Rothschild Australia Asset Management Limited as a Portfolio Manager.
In March 1998, he joined CFS as a Senior Portfolio Manager, responsible for growth style Australian and New Zealand equities, before becoming the Head of Australian Equities in January 2004.
In July 2007, he moved to UBS as Managing Director and Head of Australian Equities and in 2011 also took responsibility for the ING Investment Management Limited Australian equity team.
He holds a Bachelor of Commerce with Honors in Bachelor of Law, Masters of Business Administration and a Chartered Financial Analyst.
Simon A. Shields active positions
| Companies | Position | Start |
|---|---|---|
| MONASH ABSOLUTE INVESTMENT COMPANY LIMITED | Director/Board Member | 2016-01-19 |
Monash Investors Pty Ltd.
 Monash Investors Pty Ltd. Investment ManagersFinance Monash Investors Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Shane Fitzgerald and Simon Shields in 2012. They manage investment funds for various types of investors. Monash Investors is a signatory to the United Nation Principles for Responsible Investing (PRI). | Chief Executive Officer | 2011-12-31 |
Former positions of Simon A. Shields
| Companies | Position | End |
|---|---|---|
UBS Asset Management (Australia) Ltd.
 UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | Head-Equity Investments | 2012-02-29 |
Colonial First State Investments Ltd.
 Colonial First State Investments Ltd. Investment ManagersFinance Colonial First State Investments Ltd. (CFSIL) is an asset management and holding firm headquartered in Sydney, Australia. Founded in 1988, CFSIL provides superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. | Head-Equity Investments | 2007-01-31 |
First Sentier Investors (Australia) IM Ltd.
 First Sentier Investors (Australia) IM Ltd. Investment ManagersFinance First Sentier Investors (Australia) IM Ltd. (FSIAIM) is the wholly-owned Australian asset management subsidiary of First Sentier Investors Holdings Pty Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (MUFG) (TYO: 8306) in Japan. The firm was founded as Colonial First State Asset Management (Australia) Ltd. (CFSAMA) in 2005 as a separate business from the retail product distribution services offered by Colonial First State Investments. Headquartered in Barangaroo, FSIAIM provides investment, superannuation and retirement products to individuals as well as corporate and superannuation fund investors. Their clients are institutional investors and accredited investors. | Head-Equity Investments | 2006-06-29 |
Colonial First State Ltd.
 Colonial First State Ltd. Financial ConglomeratesFinance Colonial First State Ltd. provides investment services. The private company is based in Sydney, Australia. | Corporate Officer/Principal | - |
| Rothschild Australia Asset Management Ltd. | Corporate Officer/Principal | - |
Experiences
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Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
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Linked companies
| Private companies | 7 |
|---|---|
Colonial First State Investments Ltd.
Colonial First State Investments Ltd. Investment ManagersFinance Colonial First State Investments Ltd. (CFSIL) is an asset management and holding firm headquartered in Sydney, Australia. Founded in 1988, CFSIL provides superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. | Finance |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | Finance |
| Rothschild Australia Asset Management Ltd. | Finance |
First Sentier Investors (Australia) IM Ltd.
First Sentier Investors (Australia) IM Ltd. Investment ManagersFinance First Sentier Investors (Australia) IM Ltd. (FSIAIM) is the wholly-owned Australian asset management subsidiary of First Sentier Investors Holdings Pty Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (MUFG) (TYO: 8306) in Japan. The firm was founded as Colonial First State Asset Management (Australia) Ltd. (CFSAMA) in 2005 as a separate business from the retail product distribution services offered by Colonial First State Investments. Headquartered in Barangaroo, FSIAIM provides investment, superannuation and retirement products to individuals as well as corporate and superannuation fund investors. Their clients are institutional investors and accredited investors. | Finance |
Monash Investors Pty Ltd.
Monash Investors Pty Ltd. Investment ManagersFinance Monash Investors Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Shane Fitzgerald and Simon Shields in 2012. They manage investment funds for various types of investors. Monash Investors is a signatory to the United Nation Principles for Responsible Investing (PRI). | Finance |
Monash Absolute Investment Co. Ltd.
 Monash Absolute Investment Co. Ltd. Investment ManagersFinance Monash Absolute Investment Co. Ltd. engages in the investment in portfolio of Australian and international listed equity securities, pre-ipo securities, exchange traded, and over-the-counter derivatives, and cash. The company was founded on January 20, 2016 and is headquartered in Sydney, Australia. | Finance |
Colonial First State Ltd.
Colonial First State Ltd. Financial ConglomeratesFinance Colonial First State Ltd. provides investment services. The private company is based in Sydney, Australia. | Finance |
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