John John
Alexander Funds is pleased to announce the appointment of John Caldwell as Chief Executive Officer, effective 7 September 2026.
The appointment follows a comprehensive search process undertaken by the Board as the firm prepares for its next phase of growth and development. Until John commences in the role, Chair Trevor Chudleigh will assume Executive Chair responsibilities.
John joins Alexander Funds with more than two decades of experience spanning investment management, institutional markets, business development and financial services leadership. He most recently served as General Manager, Distribution and Marketing within Australian Unity’s Wealth & Capital Markets division. He began his career in Melbourne with J.P. Morgan Investment Management before moving to Merrill Lynch in Sydney, subsequently relocating to the United Kingdom where he held senior positions with Merrill Lynch and Mitsubishi UFJ.
John is a CFA Charterholder, a graduate of the Australian Institute of Company Directors and holds a tertiary qualification in economics.
Chair Trevor Chudleigh said the Board was unanimous in its decision and confident John was the right leader to guide the business through its next chapter.
“Alexander Funds has established a strong reputation for investment excellence, client service and disciplined growth. As we considered the leadership requirements for the future, John stood out for his commercial acumen, industry experience and ability to build and lead high-performing teams. Equally important was the alignment between John’s leadership style and the culture that has underpinned Alexander Funds’ success.”
