Profile
Mr. William Culbert is a Director & Portfolio Manager at Contact Asset Management Pty Ltd.
He has over 20 years of experience in the funds management industry in Australia and the UK.
Prior to the establishment of Contact Asset Management in 2016, Mr. Culbert was Portfolio Manager for BKI Investment Company for 3 years.
He spent 11 years with Invesco Asset Management (formerly Concord Capital Pty Ltd) as an Equity Analyst and Portfolio Manager.
He has also worked for the Bank of New York and Challenger Group.
Mr. Culbert was also employed as Analyst by Morningstar Australasia Pty Ltd.
Mr. Culbert holds a Bachelor of Business, a Graduate Diploma of Applied Finance & Investment and a Masters of Commerce from the University of New South Wales.
He is also a Graduate of the Australian Institute of Company Directors.
Will Culbert active positions
| Companies | Position | Start |
|---|---|---|
Contact Asset Management Pty Ltd.
 Contact Asset Management Pty Ltd. Investment ManagersFinance Contact Asset Management Pty Ltd. is an Australian company that offers the Contact ex-50 fund, which provides a balance of growth and income. The private company is based in Sydney, Australia. The fund allows investors to access opportunities outside of the largest 50 stocks on the ASX. The company was founded in 2016 by William Culbert, Thomas Charles Dobson Millner. | Founder | 31/12/2015 |
Former positions of Will Culbert
| Companies | Position | End |
|---|---|---|
BKI Investment Co. Ltd. (Investment Management)
 BKI Investment Co. Ltd. (Investment Management) Investment ManagersFinance BKI Investment Co. Ltd. (BKI) is an independent Australian mutual fund management firm which was founded in 2003 to take over and manage the investment portfolio of Brickworks Ltd. Brickworks Ltd. established the core portfolio during the 1980s with the objective of generating an increasing income stream through long-term investment in a portfolio of growth securities. The firm is located in Sydney. | Portfolio Manager-Equities | 30/10/2016 |
Invesco Australia Investment Pty Ltd.
 Invesco Australia Investment Pty Ltd. Investment ManagersFinance Invesco Australia Investment Pty Ltd. operates as an independent investment management firm specialising in differentiated and complementary investment solutions. The company is headquartered in Melbourne, Australia. | Corporate Officer/Principal | 31/12/2012 |
Morningstar Australasia Pty Ltd.
 Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Invesco Australia Investment Pty Ltd.
Invesco Australia Investment Pty Ltd. Investment ManagersFinance Invesco Australia Investment Pty Ltd. operates as an independent investment management firm specialising in differentiated and complementary investment solutions. The company is headquartered in Melbourne, Australia. | Finance |
Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Finance |
Contact Asset Management Pty Ltd.
Contact Asset Management Pty Ltd. Investment ManagersFinance Contact Asset Management Pty Ltd. is an Australian company that offers the Contact ex-50 fund, which provides a balance of growth and income. The private company is based in Sydney, Australia. The fund allows investors to access opportunities outside of the largest 50 stocks on the ASX. The company was founded in 2016 by William Culbert, Thomas Charles Dobson Millner. | Finance |
BKI Investment Co. Ltd. (Investment Management)
BKI Investment Co. Ltd. (Investment Management) Investment ManagersFinance BKI Investment Co. Ltd. (BKI) is an independent Australian mutual fund management firm which was founded in 2003 to take over and manage the investment portfolio of Brickworks Ltd. Brickworks Ltd. established the core portfolio during the 1980s with the objective of generating an increasing income stream through long-term investment in a portfolio of growth securities. The firm is located in Sydney. | Finance |
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