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.


Back to the future

Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now

Marc Washbourne (Readytech RDY.ASX)

Venture Capital as an Alternative Investment

Bitcoin: Have you missed the boat or is this just the beginning? with Markus Thielen (10X Research)

Selling your Business to Establishing and Governing your Family Office with John George

Global Investment Opportunities in 2022

Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran

Powerwrap signs wealth boutique

Smile like you mean it

Dove or Hawk? I don’t really care

Morgan Stanley duo establishes advice boutique
Lessons from America’s Most Iconic Family Office: When Does Your Family Really Need One?

Positioning for the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich

The sugar high

Game Plan: Inflation – A body shot or a knockout?
.webp)
Building Enduring Value in Australian Property: How Active Management Is Redefining the Market with Michael Rothner (AsheMorgan)

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

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
.webp)
Finding Focus in Volatility

This isn't 2008

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



