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

The Million Dollar Trade I Missed and Why it is Not Too Late

Don’t be your own worst enemy
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From Macro to the Metaverse: Dan Tapiero on the Next Great Asset Class

Back to the future

Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)

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

Two Morgan Stanley Wealth Operatives Exit

Making the Right Investments with the Right Financial Adviser

Common Questions About Financial Advice

From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter
Q&A with Emanuel Whybourne

Selling a Business the Right Way

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

Private, But Not Protected: The New Cyber and Privacy Risks Facing Successful Families

Finding Resilience Amid Irrationality and Global Regime Change

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

Conviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes Next

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



