Andrew Garrett on Perpetual Wealth Management’s protect and grow investment philosophy
INTERVIEWSERIES
Andrew Garrett, Investment Director, Perpetual Wealth Management
June 2026
Podcast
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In this exclusive interview, Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client capital.
Watch the full interview where we ask Andrew:
What is Perpetual Wealth Management’s investment philosophy?
Can you describe your approach to portfolio construction?
How do you generate and validate investment ideas?
What role does macro thinking play in your portfolio decision making?
How do you think about risk in the context of portfolio constructing?
How do you adapt your investment strategy in changing market conditions?
Andrew Garrett, Investment Director, Perpetual Wealth Management
Andrew provides investment research, portfolio construction and bespoke investment advice for Perpetual Wealth Management’s clients.
Andrew works closely with advisers by providing specialist investment knowledge on Perpetual’s investment process and strategy implementation, focusing on delivering optimal solutions to Perpetual’s stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.
Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual’s clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.
Andrew is a holder of the Chartered Financial Analyst designation.
Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
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