Tristan Bowman
Partner
“Building wealth is difficult, but preserving it across generations is even harder. Tristan believes lasting wealth comes from discipline, clear communication and thoughtful strategy, helping families and business owners navigate complexity and create a legacy that endures.”
Tristan Bowman
Partner
Tristan brings a background in law and economics, together with a CFA designation, advising business owners, executives and private family groups on investment management, wealth structuring and strategy.
He specialises in portfolio management, fixed income and business owner advisory, bringing together strategic advice and investment expertise across clients’ broader wealth needs. Tristan is also a portfolio manager for the interest income strategies, working with clients on complex, long-term wealth matters, from structuring and strategy through to portfolio construction.
Areas of expertise
- Portfolio management
- Fixed income
- Intergenerational planning
- Wealth planning
- Business owner advisory
- Superannuation
- Risk management
Qualifications
- Bachelor of Commerce (Economics)
- Bachelor of Laws
- Chartered Financial Analyst (CFA)
Authored Articles - Tristan Bowman
Philanthropy – Who / What / When / How
July 23rd, 2026
Durable Income in a low growth world
November 27th, 2025
Managing your business through its next crisis
January 8th, 2024
Credit & Funding Solutions
May 15th, 2023
Fixed Income: Why, How, and When
June 4th, 2026
Budget 2026 – Small and Medium Business
May 13th, 2026