About Our Team
NICK & MICHAEL HAVE OVER 30 YEARS EXPERIENCE OF INVESTING IN THE AUSTRALIAN EQUITIES MARKET.
Surrey Asset Management is owned and operated by Nick Maclean and Michael Woolhouse who collectively have over 30 years’ experience in the Australian equities market. Both Nick & Michael met while working together over 15 years ago and share a passion for investing in successful companies. At Surrey we aim to provide an investment opportunity which follows a defined investment process within the construct of our core values of fact-based investing, transparency, authenticity, accountability and humility.
Director & Portfolio Manager
Nick has 15 years experience analysing and investing in Australian and global equities. Prior to launching Surrey Asset Management Nick spent close to 4 years at Cooper Investors working across the Australian & Asian Equities portfolios. In this position, he was a member of a team responsible for investment decision making spanning a range of small, mid and large capitalisation companies.
Prior to Cooper Investors, Nick was head of the Small/Medium company research team at Commonwealth Bank of Australia where he was independently voted in the top quartile of analysts across the market. Nick has also worked as a Small/Medium sized company analyst at the smaller company specialist boutique institutional broking & corporate advisory business, Lodge Partners.
Nick holds Bachelor degrees in both Commerce and Arts and a Graduate Diploma in Applied Finance & Investment.
Director & Portfolio Manager
Michael has over 20 years experience working within the Australian financial markets with a keen interest for mid to smaller companies listed on the ASX. Prior to launching Surrey Asset Management, Michael was the founding manager of CCZ Statton Equities office in Melbourne. Responsible for advising institutional fund managers, family offices & HNW investors of active opportunities in the small to mid cap sector.
Michael began his career with the smaller company specialist boutique institutional broking & corporate advisory business, Lodge Partners. Michael’s financial services exposure includes but is not limited to client interaction, strategic direction, stock selection, research management, technology, compliance and risks.
Michael holds a Bachelor of Commerce degree with majors in Accounting and Finance.
Neil is an entrepreneur, business leader and mentor with more than 40 years’ experience in the technology, software, and finance sectors.
Neil was a Co-founder and CEO of Upstream Solutions from 1995 to 2014. Upstream grew to be a $120m business with more than 300 staff, Upstream was acquired by Fuji Xerox in 2010. Prior to Upstream, Neil was a director and general manager for Lexmark Asia Pacific with roles in Singapore and Sydney.
After retiring from full time work in 2014, Neil established Latache Investments and has mentored and invested in many early-stage businesses. Neil is married and has two daughters and three grandchildren.