Edward Watkins | York Heritage Capital
Edward Watkins | York Heritage Capital
With over 15 years of specialist experience in Australian fixed income markets, Edward advises high-net-worth individuals, family offices, SMSFs, and not-for-profit organisations on building resilient, income-focused portfolios in all market conditions.
As a passionate advocate for fixed income as the cornerstone of long-term wealth preservation, Edward brings deep expertise across the full spectrum of Australian credit including:
- Government and semi-government bonds
- Corporate bonds (investment-grade and high-yield)
- Hybrid securities and capital notes
- Term deposits and structured credit products
- Inflation-linked bonds and floating-rate notes
- Private credit and unlisted debt opportunities
Edward holds a Bachelor of Commerce from The University of Melbourne and is RG 146 compliant with ongoing professional development through the Financial Advice Association Australia (FAAA) and the Fixed Income Forum. He is also an Associate Member of the Australian Financial Markets Association (AFMA).
Known for clear communication and a genuinely client-first approach, Edward takes the time to understand each client’s unique cash-flow needs, risk tolerance, and tax situation to construct bespoke fixed income strategies that deliver predictable income, capital stability, and genuine diversification away from volatile equity markets.
Outside of work, Edward is an avid runner and amateur winemaker he also volunteers financial literacy mentoring with local charities.
Get In touch with me
Edward Watkins | York Heritage Capital
Email: edward.watkins@yorkheritagecapital.com
Head Office: +61 2 9100 0794 (Ext 06)
Direct Line: +61 2 3821 3007
Mobile: +61 468 051 515
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