Alexander Funds names new chief executive

Alexander Funds has appointed John Caldwell as chief executive, effective 7 September 2026.

Alexander Funds said the appointment follows a comprehensive search process undertaken by the board as the firm prepares for its next phase of growth and development.

Until Caldwell commences in the role, chair Trevor Chudleigh will assume executive chair responsibilities.

Caldwell joins Alexander Funds with more than two decades of experience spanning investment management, institutional markets, business development and financial services leadership.

He most recently served as general manager, distribution and marketing within Australian Unity's Wealth & Capital Markets division.

He began his career with J.P. Morgan Investment Management before moving to Merrill Lynch in Sydney, subsequently relocating to the United Kingdom where he held senior positions with Merrill Lynch and Mitsubishi UFJ.

Chudleigh said the board was unanimous in its decision and confident Caldwell was the right leader to guide the business through its next chapter.

"Alexander Funds has established a strong reputation for investment excellence, client service and disciplined growth," Chudleigh said.

"As we considered the leadership requirements for the future, John stood out for his commercial acumen, industry experience and ability to build and lead high-performing teams.

"Equally important was the alignment between John's leadership style and the culture that has underpinned Alexander Funds' success."

Alexander Funds is an Australian investment manager specialising in fixed income credit strategies. The firm manages approximately $1.76 billion in funds under management across a suite of actively managed funds.