Emily Barlow, CFA

Emily works with financial advisers to design and implement tailored managed account portfolios for their clients. Her focus spans portfolio construction, managed account structures, and the practical application of investment frameworks within advice businesses, helping advisers build scalable, well-governed solutions across a range of client segments. Emily brings broad industry experience spanning asset management, asset consulting, and wealth management, having worked across Australia and the UK.

Before joining Evidentia she was National Investment Director for Perpetual Private, partnering with financial advisers to build investment portfolios for wholesale and not-for-profit clients with a focus on responsible investing. Earlier in her career, she worked at Mercer as a Senior Consultant to superannuation funds, NFPs, wealth managers, and insurance companies, covering portfolio construction alongside more specialised work in investment governance, financial wellness, and retirement outcomes.

Emily holds the Chartered Financial Analyst (CFA) designation, the CFA Certificate in Sustainable Investing, the Investment Management Certificate (IMC) from CFA UK, and a Master's degree from the University of Oxford. She is also the host of the IMAP Independent Thought podcast.