Office Manager
Samantha Emanuel
Sam brings a wealth of experience in managing logistics and driving operational efficiency. She plays a key role in creating a polished, professional, and warm environment for our clients, staff, and visitors.
In her role, Sam will oversee front office operations, support day-to-day administration, and ensure the smooth, efficient running of the Sydney office, all while delivering an exceptional experience to everyone who walks through our doors.


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…

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.

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
Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)
Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision

Podcast
Why one of Australia’s Most Respected Investment Bankers is investing in Crypto with Mark Carnegie (MHC Digital)
Join us for a conversation with titan of the Australian investment banking landscape, Mark Carnegie.

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

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

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

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

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
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
Finding Resilience Amid Irrationality and Global Regime Change
Geopolitics, AI hype, and sticky inflation: positioning portfolios for resilience in a fractured global economy.

Insights
The Business Lessons Hollywood’s Most Successful Producer Won’t Tell You (But Just Did)
What Brian Grazer’s journey reveals about building value, creating differentiation, and why paying retail for quality always wins.
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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

Podcast
Positioning for the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich
Ryan Loehr sits down with Jason Huljich, Joint CEO of Centuria Capital Group.

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

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
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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