Sam Ruiz

Leading global investment firm T. Rowe Price has expanded its local investment team with the appointment of Sam Ruiz as its first Sydney-based Portfolio Specialist.

Ruiz will work alongside the firm’s Australian equities and global investment teams to support portfolio managers and provide technical investment expertise to its growing base of retail and institutional clients in the local market. He reports to London-based Helen Ford, Regional Head of Investment Specialist Group, EMEA & APAC.

Murray Brewer, Head of Distribution Australia and New Zealand, said, “We’re very pleased to have someone of Sam’s calibre join T. Rowe Price’s growing business in Australia and New Zealand where his local insights and technical know-how of equities markets and funds will complement our sophisticated product offerings for clients. Our actively managed equities solutions across Australian, global and emerging markets have provided solid sources of alpha and diversification to local portfolios over the last ten years. It is great to have Sam on board to further our growth with additional local perspective and support.”

“We believe that an astute understanding of clients’ objectives with the right investment solution can ultimately lead to better investment outcomes. Sam’s appointment further reinforces our focus on our clients’ long-term investment success,” Brewer said.

Ruiz belongs to T. Rowe Price’s Investment Specialist Group which has over 70 team members globally. With background and experience in investment, they have a deep understanding of T. Rowe Price’s portfolios and capital markets. The group handles the flow of information between clients and portfolio managers by providing clients with insights into T. Rowe Price’s investment views and products, while at the same time allowing portfolio managers to focus on delivering solid performance for clients.

Prior to joining T. Rowe Price, Ruiz was at Macquarie Asset Management where he held a number of senior investment roles. He was most recently Head of Investment Strategy and Solutions, responsible for management of the Asian equities unit and delivering market and portfolio insights to the global client base.

He started his new role in January 2020.

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