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

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
Shark Tank’s Steve Baxter: The opportunity for outsized returns in defence through Steve's new Venture Capital Fund – Beaten Zone Ventures
In this episode, Managing Partner Tim Whybourne catches up with serial entrepreneur, venture capitalist and TV personality Steve B
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Podcast
Meet the Founder - Vu Tran (Go1): The Story of the Doctor, The Tech Entrepreneur, and the Rocket Scientist
In today’s episode, Managing Partner, Tim Whybourne catches up with Vu Tran, co-founder of Go1.
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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
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.

News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.

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.

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

Insights
The Fallacy of Forecasts
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en

News
Powerwrap signs wealth boutique
Powerwrap has announced it has entered into an agreement with new wealth management boutique Emanuel Whybourne…
News
Q&A with Emanuel Whybourne
Emanuel Whybourne was founded by Craig Emanuel and Tim Whybourne and manages high net worth clients.

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
Conviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes Next
Toby Lewis, Partner and Founding Director of Marquette Properties, joins Ryan Loehr to discuss office real estate.

Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.

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
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
Are we going back to the 70’s? Parallels between then and now.
There are numerous parallels that could be drawn between the 70’s and now, however some fundamental factors are different.

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 .....
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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
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....
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