
Liam Wilson
Portfolio Manager
CIMA, B.Comm, M.AppFin
Liam is joined Insignia Financial in 2020 and is the Portfolio Manager for the OptiMix and OnePath diversified portfolios, as well as global equities, REITs and listed infrastructure portfolios. This involves setting investment strategy, selection of fund managers, portfolio construction and implementing asset allocation tilts for the multi-asset portfolios.
Prior to Insignia Financial, Liam held portfolio management responsibilities for Australian equities, global and emerging markets, and fixed income portfolios at ANZ Wealth. Previous to this, Liam was responsible for Australian equity fund manager research and market analysis, as well as research, development and implementation of the ING Investment Management (INGIM) overlay strategies within the Australian equities multi-manager portfolios.
Liam has over 17 years of financial market experience, commencing his career with the global investment research house Morningstar, where he worked as a performance analyst, focusing on portfolio performance analytics and ratings.
Liam holds a Bachelor of Commerce (majoring in Finance and Economics) from the University of Wollongong, and a Master of Applied Finance from Macquarie University. Liam is also a Certified Investment Management Analyst from the Investment Management Consultants Association.