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.
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
Back to the future
The rate of change has accelerated, and we are in the midst of a digital revolution. A revolution that will have profound impacts
Podcast
Australian Venture Capital, Why Size Can Eat Alpha and Why Early-Stage Venture Capital Could Belong in Your Portfolio
Tim Whybourne sits down for a conversation with Folklore founder, Alister Coleman.
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
Bitcoin: Have you missed the boat or is this just the beginning? with Markus Thielen (10X Research)
In today’s episode, we have the pleasure of speaking with Markus Thielen.
News
Exploring the Growing Appeal of Alternative Investments in Australia
Managing Partner Tim Whybourne shares his insights on the rising popularity of alternative investments on ausbiz.
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso
Insights
Dove or Hawk? I don’t really care
As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...
News
Morgan Stanley duo establishes advice boutique
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.
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…
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
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.
Insights
Family Wealth Planning – Creating the Family Bank
Growing up, we lived in a very culturally diverse neighbourhood. We had a Greek family on one side, Asian on the other, Italians b
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
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
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Podcast
Building Enduring Value in Australian Property: How Active Management Is Redefining the Market with Michael Rothner (AsheMorgan)
Ryan Loehr sits down with Michael Rothner, Executive Director of AsheMorgan.
Insights
Lessons of Legacy – how to flourish as a family.
For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and
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
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 .....
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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
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....
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.
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