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.

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How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview

Why one of Australia’s Most Respected Investment Bankers is investing in Crypto with Mark Carnegie (MHC Digital)

Investing in Super vs Outside of Super

Is Higher Return and Less Risk Possible? Is Higher Return and Less Risk Possible? with Martin Robinson (HEAL Partners)

Are we there yet?

Major General (Retd) Fergus (Gus) McLachlan AO

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Adrian Mackenzie: It’s not the horse that wins the race. It’s the jockey on the horse.

From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter

The Fallacy of Forecasts

Ex-Morgan Stanley Wealth advisers set up new shop

Michael Lukin: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?

Game Plan: Inflation – A body shot or a knockout?

Armen Panossian: Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market Shifts

When Private Credit Gets It Right: What Pimco’s $27 Billion Meta Deal Reveals About Quality in Alternative Lending

Preparing for a Successful Business Exit: A Strategic Guide for Australian Founders
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Agreus Group: Key considerations for emerging Family Offices
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Don’t Just Save – Build: What Young People Get Wrong About Wealth (and What They Can Do Instead)

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

Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears



