As CEO of Evolution Trustees, Rupert brings his passion to re-establish the relevance of professional trustees in Australia’s capital markets. He is an expert in running businesses within Australia’s funds management and collective investments industry supporting foreign and local asset managers and is focused on operations, governance, sales and risk management.
Rupert led the significant growth of the corporate trustee business (RE and MIT) within The Trust Company before it was acquired in 2013. Rupert was then the Head of Responsible Entity Services at Perpetual Limited. In that role, he oversaw the integration of two operating teams in a business with over 50 mandates and $14b in funds under supervision.
Rupert started his career in a variety of roles with the Australian Securities and Investments Commission culminating in his last role as a Senior Manager, responsible for regulating responsible entities in NSW and Queensland.
David is responsible for all aspects of Evolution Trustee’s operations and for ensuring that it discharges its fiduciary obligations in a proactive and commercial manner.
Prior to joining Evolution Trustees David was the Acting Head of Responsible Entity Services at Perpetual Limited. Prior to this David held a variety of senior roles within Perpetual’s (and its predecessor Trust Co) responsible entity services business.
Prior to Perpetual David worked at ASIC as an analyst in its Responsible Entity area. David has also held the position of manager in KPMG’s transaction services division in Sydney and Washington DC.
Luke has spent several years as financial services manager entrusted with developing partnerships with both new and existing businesses. Prior to joining Evolution, Luke worked for the Mainstream Group and State Street holding the positions of unit pricing team leader, custody team leader and client service manager. In his custody role, Luke was charged with overseeing the growth and development of the newly formed business unit. Luke holds a Bachelor of Business from the University of Technology, Sydney.
Masri Huuck is an experienced custody manager with over 10 years’ professional experience in banking, financial control and treasury operations. Over her career, Masri has worked for several large international organisations and supported significant institutional clients. Most recently, Masri worked in the Custody teams at both Perpetual Limited and The Trust Company. Masri’s responsibilities include direct management of client banking requirements, financial controlling, corporate financial management and business strategy and development. Masri has tertiary qualifications in financial accounting and is a founding member of the Evolution Trustees team.
David was the former Chief Financial Officer and Group Executive, Corporate Clients at The Trust Company. He has significant corporate trustee experience and is currently the Chief Financial Officer of an ASX-listed company. David pioneered the development of a single regional corporate trustee offering across the capital markets of Australia, Singapore and New Zealand and, the development of managed investment trusts to facilitate significant foreign investment flows into Australian commercial property and infrastructure assets.
Since qualifying as a lawyer in 1988, Sandy has worked for a number of leading fund management houses, both in Australia and abroad. Mr Calder’s previous experience includes positions as Chief Operating Officer of RF Capital, Managing Director of Calibre Capital Limited, a property funds management business he co-founded in 2004, CEO of Principal Real Estate Investors (Australia) Limited managing a $2.2 billion real estate portfolio, Head of Property Securities and Head of Listed Property of Colonial First State Investment Managers (Australia) Limited. Sandy has been a director of numerous real estate company boards.