Lydia Kav

Ironbark Private Wealth, part of Ironbark Financial Group, today announced the appointment of Lydia Kav as Independent Chair of the Ironbark Private Wealth Investment Committee (Committee), strengthening the business’s investment governance and oversight of $3.8 billion in client assets.

Kav will also chair a new Private Assets Subcommittee dedicated to overseeing closed-ended investment opportunities in private markets, which require specialist investment expertise and due diligence.

She brings 30 years of investment experience across multi-asset portfolios, manager research, fixed income and private and unlisted assets. Most recently, Kav was Head of Multi-Asset at Perpetual Private, having previously served as Head of Manager Research.

Justin Greiner, Group CEO of Ironbark Financial Group, said Kav’s appointment marks an important step in growing the Private Wealth business and reaffirms Ironbark’s commitment to rigorous governance, disciplined process and independent thinking while having the agility to build portfolios around the individual.

“Lydia’s appointment reflects the depth and strength of Ironbark Financial Group, including our ability to directly respond to changing client needs. Private Wealth clients want more access to private markets, with a clear and accountable process across our investment decisions,” Greiner said.

Kav said she was drawn to Ironbark Private Wealth’s fiduciary-led culture and its focus on aligning investment decisions with clients’ broader objectives.

“I’m incredibly positive about the opportunity ahead with Ironbark Private Wealth. There is a real opportunity to apply institutional rigour while maintaining the flexibility needed to reflect the individual objectives of private clients and families,” she said.

“Strong governance should sharpen investment decision-making, not complicate it. That’s more important than ever as private wealth clients gain access to a broader range of opportunities. Private assets, in particular, demand specialist scrutiny of valuation, liquidity, implementation and ongoing oversight.”

Ironbark Private Wealth is an advice-led wealth business supporting clients and families across generations. Alongside investment management, it provides intergenerational advice, estate planning, wealth protection, philanthropy and governance, family office services, lending, aged care, and tax and accounting solutions.

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