Brett Jollie

Chief Executive Officer & Managing Director

Credentials: BEc, Grad Dip Applied Finance & Investment, Grad Dip Financial Planning, F.FINSIA, GAICD

Brett is a business leader with over 30 years’ experience across Australia, Europe and Asia, specialising in funds management, superannuation and wealth management. Throughout his career, he has built and led investment businesses across the full value chain, from investment and product through to distribution, operations and governance – with a consistent focus on growth, performance and culture.

As Chief Executive Officer of U Ethical Investors, Brett is focused on scaling the business, strengthening its distribution footprint and amplifying its impact – delivering strong investment outcomes while contributing to positive social change.

A significant chapter of Brett’s career was his 23 years at Aberdeen Asset Management, including 14 years as CEO of the Australian business. During this time, he led a period of substantial growth and transformation, driving strong organic growth across wholesale and institutional channels and building Aberdeen into a top-tier investment manager, complemented by selective M&A activity.

More recently, Brett served as CEO of Hearts & Minds Investments Limited (HM1), an ASX-listed, purpose-driven investment company that combines high-conviction investing with meaningful support for Australian medical research. He also brings advisory experience from his time as a Partner at Mavin Advisory Group, providing strategic and operational support to financial services businesses.

"I have spent my career building investment businesses that put clients first - and I have come to believe that how you invest matters as much as what you invest in. U Ethical has spent more than 40 years proving those two principles are not in conflict. A genuine ethical framework, a not-for-profit ownership model and a disciplined investment capability - these are rare in this industry, and they are powerful foundations. My focus is on unlocking the full potential of what has been built here, and taking it to the broader market it deserves."

Brett Jollie, Chief Executive Officer & Managing Director