La Trobe names new head of listed equities, scoping $30b AUM target

Patrick Buncsi

21 May 2025

La Trobe Financial has announced a new head of listed equities as the firm expands its global asset management suite, with seasoned portfolio manager Tim Wood taking on the senior role.

The $20 billion AUM firm said Wood’s appointment was part of a broader expansion of its investment management capabilities, with the forthcoming launch of its dedicated listed securities offering, part of its Global Asset Management product line-up.

La Trobe has rapidly expanded its leadership team in recent weeks, including the appointment of a new head of investments (David Tagg) and new head of product support (Catherine Donatiello), flagging its goal of hitting $30 billion in AUM.

Woods boasts more than two decades’ experience in the wealth sector, with stints in London, Hong Kong, Sydney and Melbourne.

Most recently, Woods was portfolio manager and head of ESG at Investors Mutual, serving with the Sydney-based firm for more than five years. Over the previous decade, he also held PM roles at JP Morgan, based in the firm’s Hong Kong office, and SGH in Melbourne.

“His expertise is rooted in helping clients achieve their investment and retirement goals through prudent, diversified, and lower-volatility equity investing – an approach that complements La Trobe Financial’s disciplined investment strategy,” La Trobe said in a statement.

La Trobe chief investment officer Chris Paton said the firm was “thrilled to have [Wood] on board”, hailing his “extensive experience and global perspective [as] an asset to our team, our partners and investors”.

“We are confident that Tim’s leadership will strengthen our ability to provide superior investment outcomes in listed equities and contribute to La Trobe Financial’s continued growth.”