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.
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
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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Don’t Jump Off the Rollercoaster!
They say the only people who get hurt on a roller coaster are the ones who jump off.. makes sense! This really is the perfect anal
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.
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.
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
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
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
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
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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
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Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso
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
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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.
Insights
Friendshoring – Is local really ‘local’?
Events of the past 18-months have demonstrated that the world has significant supply-chain vulnerabilities, the key question is, h
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
Podcast
Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)
Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group.
Podcast
Marc Herman: Founding, scaling and exiting successful business to now building ‘medicine 3.0’ for Australian families
Ryan Loehr speaks with Marc Herman, serial entrepreneur and founder of Everlab.
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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
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
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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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