Alexander Funds has appointed John Caldwell as chief executive officer, with the appointment taking effect on 7 September 2026.
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 across 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.
His career began in Melbourne with J.P. Morgan Investment Management before moving to Merrill Lynch in Sydney. He later relocated 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.
“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,” Chudleigh said.
