Kyle Lidbury, Head of Investment Research, Perpetual Private
BAcc, CPA, CFA, CAIA
Kyle joined Perpetual Private in July 2014 and leads the 20-person Investment Research team. Perpetual Private has $18bn of Funds Under Advice, including $8bn in discretionary multi-manager funds and $5bn in direct Australian equities across investment and superannuation funds and platforms.
Kyle is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios. Prior to this role, he was General Manager – Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.