At Ironbark Private Wealth, we deliver a whole-of-wealth strategy built around our clients’ values, priorities and individual circumstances.
As our clients seek broader, more sophisticated opportunities, we continually look for ways to strengthen our investment governance and oversight.
We are pleased to announce the appointment of Lydia Kav as the new Independent Investment Chair of the Ironbark Private Wealth Investment Committee. The Investment Committee forms part of a broader governance framework designed to ensure investment opportunities are subject to rigorous assessment and ongoing monitoring.
Lydia brings 30 years of investment experience across multi-asset portfolios, manager research, fixed income and private and unlisted assets. Most recently she was Head of Multi-Asset at Perpetual Private, having previously served as Head of Manager Research.
Reflecting on Lydia’s appointment, Jason Harwood, CEO of Ironbark Private Wealth said “Our clients want institutional strength with boutique attention. Lydia’s appointment demonstrates our commitment to rigorous governance and an agility to build portfolios around the individual.
“As Independent Chair, Lydia brings deep experience across traditional and private assets, and the judgement to challenge constructively. That matters as clients seek broader, more sophisticated opportunities. The committee gives us clear accountability and a disciplined process for how opportunities are assessed, approved, monitored and reviewed”.
Lydia will also chair a new Private Assets Subcommittee dedicated to overseeing closed ended investment opportunities in private markets which require specialist investment expertise and due diligence. The establishment of the Committee reflects the growing sophistication of private wealth investing while remaining true to the personalised service clients have come to value.
Lydia said she was drawn to Ironbark Private Wealth’s fiduciary-led, client-first culture and its focus on aligning investment decisions with clients’ broader objectives.
''I’m incredibly positive about the opportunity ahead with Ironbark Private Wealth. There is a real opportunity to apply institutional rigour while maintaining the flexibility needed to reflect the individual objectives and circumstances of private clients and families.
''Strong governance should sharpen investment decision-making, not complicate it. That’s more important than ever as private wealth clients gain access to a broader range of opportunities. Private assets in particular, demand specialist scrutiny of valuation, liquidity, implementation and ongoing oversight.''
Our Chief Investment Officer, Chris Ogilvie, has welcomed Lydia’s appointment, noting that independent challenge and specialist scrutiny would add further depth to decision-making as the business grows.
''Independent review and specialist scrutiny are essential as investment markets become increasingly complex. Independence is what makes a process credible. Every investment decision is backed by a rigorous, repeatable approach and by the strength of the broader Ironbark group." Chris Ogilvie