MANAGING PARTNER
Tim Whybourne
Bachelor of Agricultural Economics
Chartered Financial Analyst (CFA), ASIC RG146 Compliant in margin lending, securities and superannuation, ADA 1 & 2, Foreign Exchange, Diploma of Financial Planning, member of financial planning association (FPA)
Young Entrepreneur of the Year Finalist 2022
Advisor of the year award finalist 2022 (IFA excellence awards)
Tim has more than 15 years’ experience at the sharp end of financial services and planning. His clients understand and value his deadline-focused, committed approach to the management of their investment affairs.
He uses his knowledge in portfolio management and financial advice, experience, and leadership skills to deliver meticulous and creative solutions in his work.
His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.Tim and his wife Anna, a family law barrister, have two young boys and a friendly King Charles Spaniel.
Insights
Keep Your Eyes on the Finish Line
The EW team and I have recently embarked on a challenge to cover 100km over the month of November…
Insights
The Million Dollar Trade I Missed and Why it is Not Too Late
Looking back, one of my biggest regrets is the million dollar trade I missed in not buying Bitcoin in 2012.
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
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From Macro to the Metaverse: Dan Tapiero on the Next Great Asset Class
Macro veteran Dan Tapiero reveals why digital assets are the next great portfolio frontier — and how institutions are now leading.
Podcast
What does 40 years in private markets teach you? with Victor Mayer and Charlotte Morris
Tim Whybourne, speaks with with two senior members of the Pantheon global private equity team, Charlotte Morris and Victor Mayer.
Podcast
Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now
In today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
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Don't think outside the box, get rid of the box
‘Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for
Insights
In investing, what is comfortable is rarely profitable
I think this is so true in everything we do in life. Most things worth doing in life are not easy, ask…
Insights
Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
Do you have too many eggs in the housing basket?
We are in the middle of a new build in Sanctuary Cove, currently. Whenever we have been in the market for a new property, or a new
Podcast
A generational opportunity with the world’s largest secondaries manager, Phil Cummins
In this episode, our Brisbane-based Partner, Ryan Loehr, speaks with Phil Cummins, Managing Director of Stepstone Group.
Podcast
Conviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes Next
Toby Lewis, Partner and Founding Director of Marquette Properties, joins Ryan Loehr to discuss office real estate.
Insights
Family Wealth Planning – Creating the Family Bank
Growing up, we lived in a very culturally diverse neighbourhood. We had a Greek family on one side, Asian on the other, Italians b
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
Game Plan: Inflation – A body shot or a knockout?
Great sportsmen and women are often praised for their remarkable strength, athleticism, and determination, but rarely their minds.
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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
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
Insights
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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