We are delighted to announce that Marcus Wait has been appointed as our new Chief Investment Officer (CIO). With over three decades of global investment experience, Marc brings unparalleled expertise and institutional rigour to his new role. Having served on our Investment Committee and as Head of Investment Strategy for the past five years. Marc is well-prepared to guide our firm’s investment strategy and deliver exceptional value to our clients.
Marc’s impressive background includes senior roles at the Abu Dhabi Investment Authority (ADIA) and Fidelity in London, where he managed complex investment portfolios and developed a deep understanding of global markets.
Grant Patterson, our Founder and CEO, who has served as CIO for many years, will continue to play a pivotal role as Chair of the Investment Committee, providing guidance and support during this exciting transition.
Marc shared, “I am passionate about driving outstanding investment outcomes for our clients on a risk-adjusted basis. As CIO, I am committed to protecting and preserving our clients’ capital over the long term and continuing to bring innovative investment opportunities to their portfolios. I look forward to working closely with Grant, our talented investment team, and our experienced Investment Committee to achieve the best outcomes for our clients.”
Providence Wealth Advisory Group has proudly served a select group of high-net-worth individuals, families, and not-for-profits for almost 25 years, offering personalised investment solutions and exceptional client service.
Please join us in welcoming Marc to his new role! We are confident that his leadership will further strengthen our commitment to delivering outstanding results for our clients.