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
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
The Opportunity in Global Secondaries with Steve Byrom (Potentum Partners Private Equity)
Tim Whybourne catches up with Steve Byrom of Potentum Partners.
Insights
Is it time to engage a financial planner?
My wife and I have two boys, a 3 and a 4-year-old. I always find it fascinating to think about the impact we are having…
Insights
The Million Dollar Trade I Missed and Why it is Not Too Late
Looking back, one of my biggest regrets is the million dollar trade I missed in not buying Bitcoin in 2012.
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
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
Investing in the share market vs. the property market
There will always be varying opinions and some level of self-interest involved when it comes to the debate of shares vs. property
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
Making the Right Investments with the Right Financial Adviser
I have been in the industry for 15 years now and over that time I have worked at a number of different firms. I have met hundreds
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
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
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
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
Insights
Game Plan: Inflation – A body shot or a knockout?
Great sportsmen and women are often praised for their remarkable strength, athleticism, and determination, but rarely their minds.
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.
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Insights
Don’t Just Save – Build: What Young People Get Wrong About Wealth (and What They Can Do Instead)
Wealth doesn’t start with saving – it starts with building. Skills, service, scale, and smart capital are the real engine.
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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