Jim Taylor
Portfolio Manager-Equities at Pendal Group Ltd. (Investment Management)
Profile
Mr. Jim Taylor is a Portfolio Manager at Pendal Group Ltd.
Drawing on over 24 years’ experience investing in top-performing Australian companies and a background in accounting, he manages the firm's various funds.
Mr. Taylor previously managed a number of funds for Colonial First State.
Prior to this he worked at Arthur Andersen in a variety of audit, advisory and corporate finance roles.
He holds a Bachelor’s degree in Economics (Accounting and Finance).
He is a Chartered Accountant with membership of the Australian Institute of Chartered Accountants.
Jim Taylor active positions
| Companies | Position | Start |
|---|---|---|
Pendal Group Ltd. (Investment Management)
 Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Portfolio Manager-Equities | - |
Former positions of Jim Taylor
| Companies | Position | End |
|---|---|---|
BT Funds Management Ltd.
 BT Funds Management Ltd. Investment Banks/BrokersFinance BT Funds Management Ltd. (BTFM) is the fund administration subsidiary of Westpac Financial Services Group Ltd., itself a subsidiary of Westpac Banking Corp. (SY: WBC) in Australia. Part of BT Financial Group, founded in 1969, the firm was formerly known as BT Asset Management Ltd. and became BT Funds Management Ltd. in 1994. BTFM is located in Sydney and distributes investments in managed funds and listed securities. They also offer general financial product advice for the financial products which they are authorized to provide. | Portfolio Manager-Equities | 12/08/2008 |
Experiences
Positions held
Connections
1st degree connections
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Female
Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
BT Funds Management Ltd.
BT Funds Management Ltd. Investment Banks/BrokersFinance BT Funds Management Ltd. (BTFM) is the fund administration subsidiary of Westpac Financial Services Group Ltd., itself a subsidiary of Westpac Banking Corp. (SY: WBC) in Australia. Part of BT Financial Group, founded in 1969, the firm was formerly known as BT Asset Management Ltd. and became BT Funds Management Ltd. in 1994. BTFM is located in Sydney and distributes investments in managed funds and listed securities. They also offer general financial product advice for the financial products which they are authorized to provide. | Finance |
Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Finance |
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