Property, Equities or Cash?

11 October 2017

Interest rates on deposits are historically low but subject to projected increases over the medium term, property prices are historically high, but subject to significant movements flowing from interest rate movements and fragile foreign investment regulations and demand. Meanwhile, the share market is performing well, but is sensitive to the volatility of global events which can at best be described as unpredictable.

In this panel guests heard from three highly respected experts: Scott Keck - Executive Chairman of Charter Keck Cramer, Michelle Winzer - Chief Executive of the Bank of Melbourne; and David Evans - Executive Chairman of Evans and Partners, private wealth advisers and asset managers.

Speaker biographies:

Michelle Winzer

David Evans

Executive Chairman David Evans leads the collaborative Evans Dixon team to deliver the best in wealth, advisory and investment services to clients. He is also Executive Chairman of Evans & Partners, which he established in 2007 to provide a highly attentive, personal stockbroking service for all Australians. David inspires the group with his leadership and instils values that embrace the very essence of trust, integrity and personal service for all clients, no matter the value of their portfolios or attitudes they have towards their assets.

Prior to founding Evans & Partners, David worked in a variety of roles within JB Were & Son and its merged entity Goldman Sachs JBWere Pty Ltd from 1990, including Managing Director and Chief of Staff where he led their Private Wealth and Institutional Equities businesses.

David is also Director of Seven West Media (SWM) including Chairman of SWM’s Audit and Risk Committee and a member of SWM’s Remuneration and Nomination Committee. He is also a member of the Victorian Police Corporate Advisory Group and Chairman of Cricket Australia’s Investment Committee. He holds a Bachelor of Economics (Monash) and Insead Advanced Management Program (2003).