Robert Talevski
Robert is an accomplished investment executive with over 27 years of experience in investment management and advisory activities across large Australian superannuation funds and institutional investors.
In addition to being the Managing Director of Activam Group, Robert’s responsibilities within the firm encompass heading up the investment management team, whereby he is responsible for a wide range of investment activities, which include asset allocation strategy, investment manager recommendations and the portfolio construction process. Additionally, he is responsible for addressing clients’ queries concerning investment related matters.
Robert founded Activam, with the aim to support and enhance Wealth Practices’ value proposition through fostering meaningful high-touch partnerships. He believes that an effective investment management structure is one that delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management.
Prior to establishing Activam, Robert founded Brightstone Capital Advisors, a firm that provided investment advisory services to Australian superannuation, institutional and high net worth investors. Preceding that, he was responsible in managing the $3 billion Global Private Markets and $5 billion Global Shares portfolios at Australia's largest corporate superannuation fund.
Robert has also worked as an Investment Consultant at Australia’s largest asset consultant, providing investment advice to large industry and corporate super funds, charities and private wealth clients totalling $50 billion.
His experience includes time in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments.