Client Relations Coordinator
Sophia Emanuel
Sophia is a dedicated final-year university student pursing a degree in engineering, with a strong interest in the wealth management industry. She is committed to gaining hands-on exposure and applying her theoretical knowledge to real-world challenges. Exuding exceptional communication skills and a genuine desire to assist our clients, Sophia will support the firm from an operational aspect. Her ability to articulate complex concepts in a clear and relatable manner ensures that clients will receive comprehensive and understandable guidance. Sophia’s meticulous attention to detail and strong interpersonal skills make her an invaluable asset to our team, supporting client enquiries and ensuring smooth operational processes.


Keep Your Eyes on the Finish Line

What does 40 years in private markets teach you? with Victor Mayer and Charlotte Morris

Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell

Marc Washbourne (Readytech RDY.ASX)

Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville from JellyC

Investing in Super vs Outside of Super

Dove or Hawk? I don’t really care

Two Morgan Stanley Wealth Operatives Exit

Ex-Morgan Stanley Wealth advisers set up new shop

Making the Right Investments with the Right Financial Adviser

Powerwrap signs wealth boutique

Smile like you mean it
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Don’t Just Save – Build: What Young People Get Wrong About Wealth (and What They Can Do Instead)

Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)

Friendshoring – Is local really ‘local’?

The Next-Generation Family Office

Family Wealth Planning – Creating the Family Bank

Preparing for a Successful Business Exit: A Strategic Guide for Australian Founders

Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors

Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne

Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008

Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI



