OPERATIONS MANAGER
Michelle Edds
Branch Manager, Dip Human Resources
Michelle’s experience has seen her supporting C-Suite executives for nearly 15 years. She brings a wealth of operational experience from the management consultancy industry coupled with most recent roles in tech start-ups.
Michelle holds a deep understanding of business acumen and process improvement through a background of business operations and financial services roles. Her flexible and detail orientated approach holds her in good stead when dealing with all aspects of business operations and client services. Michelle is a dynamic and empathetic member of our team who supports our Managing Partners, client services team and clients alike.
Insights
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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
Is this the investment opportunity of our lifetime? with Richard Galvin (Digital Asset Capital Management)
In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of DACM.
Podcast
Selling your Business to Establishing and Governing your Family Office with John George
Tim Whybourne speaks with John George from Standard Edge Accounting.
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
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
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
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...
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
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
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.
Podcast
Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran
Craig Emanuel sits down with Eric Foran, Partner at Coller Capital.
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
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
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
Lessons from America’s Most Iconic Family Office: When Does Your Family Really Need One?
Insights from Rockefeller Capital Management on building enduring wealth structures for multi-generational families.
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 Market Roller-Coaster. What’s next?
Craig, Tim and I recently attended an investment conference on the Gold Coast.
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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