Client Services Associate
Ben Davies
Ben is a final-year Bachelor of Commerce/Business Management student at the University of Queensland. He brings a diverse background from living in Hong Kong, Japan, Melbourne, and New York, and excels at connecting with people from all cultures and walks of life.
Ben is a natural communicator, strong networker, and a dedicated team player. He will be responsible for supporting the firm from a client service perspective, onboarding through to ongoing operational requirements, and act as a resource to third party professionals such as accountants, lawyers, and other advisers.
Podcast
Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville from JellyC
Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC
.webp)
Insights
From Macro to the Metaverse: Dan Tapiero on the Next Great Asset Class
Macro veteran Dan Tapiero reveals why digital assets are the next great portfolio frontier — and how institutions are now leading.
Podcast
Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell
Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management
Podcast
Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now
In today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove
Podcast
Marc Washbourne (Readytech RDY.ASX)
On this week's show we had the great privilege of sitting down with ReadyTech Co-Founder & CEO, Marc Washbourne.
Insights
Venture Capital as an Alternative Investment
Mark Zuckerberg once said that the biggest risk is not taking any risk. Well, that attitude certainly worked for him but you have
Insights
It's good to feel uncomfortable
A client recently asked me to describe the last few years of investing. With one word. The word that came to mind was rollercoaste
Insights
Smile like you mean it
What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…
Podcast
Michael Lukin: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?
In today’s episode, Managing Partner Craig Emanuel sits down with Michael Lukin, Founder and Group Managing Partner of Roc Partner
Podcast
From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter
Managing Partner Craig Emanuel sits down with Andrew Baxter, previous CEO of Publicis and Ogilvy.
Insights
Don't think outside the box, get rid of the box
‘Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
Insights
Has the Private Credit ship sailed?
As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline
Insights
The sugar high
We recently attended our godson’s 2nd birthday party. It was a superhero-themed party, with a Spiderman-dressed MC keeping the kid
Podcast
Armen Panossian: Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market Shifts
In this episode, Partner and Private Wealth Advisor Ryan Loehr speaks with Armen Panossian, the co-CEO of Oaktree Capital.
Podcast
Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)
Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group.
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors
True risk isn’t just numbers. Explore how investors can better assess and manage it.
Podcast
Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne
Charles Troian, sits down with Matthew Browne, Founder and Managing Partner of Black Nova Venture Capital.
Podcast
Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst
Associate Adviser Charles Troian is joined by Jake Elmhirst, a Managing Director at Coller Capital.
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
.webp)
Insights
Finding Focus in Volatility
In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI
Big Tech’s strength could be its undoing. In the AI era, rigid structures—not rivals—pose the greatest threat to dominance.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
Get In ToucH
Everything we do puts your needs first.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
