Client Services Associate
Victoria Perani
Bachelor of Commerce (Finance & Accounting)
Victoria Perani has joined Emanuel Whybourne & Loehr after gaining valuable experience at Ord Minnett Ltd (previously E.L. & C. Baillieu Ltd). During her tenure, she managed account administration for a team of financial advisers, developed equity analysis tools, and prepared marketing materials for new business initiatives. Victoria’s dedication to fostering strong client relationships ensured a high standard of service.
Demonstrating exceptional communication skills and a keen eye for detail, Victoria will assist from a client and operational perspective. She is currently a Level II candidate in the CFA Program, further developing her expertise in investment management and financial analysis. Victoria will be responsible for supporting the firm, acting as the operational expert in terms of onboarding clients and providing an exceptional experience and introduction to our firm.
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Podcast
Deficits, Diplomacy & the Dollar
Tim Whybourne sits down with PIMCO's Libby Cantrell on what markets keep getting wrong about Washington.
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
Is it time to engage a financial planner?
My wife and I have two boys, a 3 and a 4-year-old. I always find it fascinating to think about the impact we are having…
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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
Podcast
Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)
Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision
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Insights
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.
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…
News
Morgan Stanley duo establishes advice boutique
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.
Insights
Smile like you mean it
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News
Two Morgan Stanley Wealth Operatives Exit
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Insights
Dove or Hawk? I don’t really care
As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...
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The Fallacy of Forecasts
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Podcast
Agreus Group: Key considerations for emerging Family Offices
In this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of AgreusIn this epis
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 the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich
Ryan Loehr sits down with Jason Huljich, Joint CEO of Centuria Capital Group.
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Insights
Don’t Just Save – Build: What Young People Get Wrong About Wealth (and What They Can Do Instead)
Wealth doesn’t start with saving – it starts with building. Skills, service, scale, and smart capital are the real engine.
Insights
The Business Lessons Hollywood’s Most Successful Producer Won’t Tell You (But Just Did)
What Brian Grazer’s journey reveals about building value, creating differentiation, and why paying retail for quality always wins.
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
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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