David Berthon-Jones

Joint Chief Investment Officer

David is a Joint Chief Investment Officer of Aequitas Investment Partners – a professional asset consultant and portfolio manager.

David studied Commerce, majoring in Economics at Curtin University, WA, before joining AMP Capital Investors in 2006 working with the small-cap Australian equities, quant, multi-asset, enhanced index and ISET teams. David gained his CFA Charter in 2010 and was promoted to portfolio manager for the $2.2bn large-cap Australian equity portfolio.

In 2012 David joined CBA Private, responsible for formulating the ‘House Views’, investment strategy and portfolio management for ~$5bn in Funds under Advice alongside Dr Rowan Stewart.

From 2020 at Aequitas, David is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios with Co-Chief Investment Officer Dr Rowan Stewart.