Peta Tilse - Cromwell Property Group
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Peta Tilse

Head of Retail Funds Management

 

Skills and Experience

Peta is a Financial Services professional with over 25 years’ experience and a passion for helping Australian consumers make sense of investment markets and opportunities. In her current role as Cromwell’s Head of Retail Funds Management, Peta oversees the business’s retail funds management business, which includes all our syndicates and funds.

Peta’s career includes times spent working in Retail and Wholesale Financial Markets, as well as Wealth Management. She was a top quartile Fund Manager for eight years with Suncorp Investment Management, directly managing $5 billion in Cash and Fixed Interest Funds. She has worked with top firms NAB, Westpac, Suncorp, Dresdner Kleinwort Benson, Morgan Stanley Dean Witter, UBS, and GSJBW.

Peta’s investment experience has been gained in all aspects of portfolio management including researching, designing, advising, and managing multi-asset portfolios which include ethical or ESG factor overlays. This has included mandate structuring and stress testing, and all aspects of investment management from governance, APL development, asset allocation, manager & security selection, models, implementation, and reporting to investment committees or external stakeholders.