OPERATIONS MANAGER
Michelle Edds
Branch Manager, Dip Human Resources
Michelle’s experience has seen her supporting C-Suite executives for nearly 15 years. She brings a wealth of operational experience from the management consultancy industry coupled with most recent roles in tech start-ups.
Michelle holds a deep understanding of business acumen and process improvement through a background of business operations and financial services roles. Her flexible and detail orientated approach holds her in good stead when dealing with all aspects of business operations and client services. Michelle is a dynamic and empathetic member of our team who supports our Managing Partners, client services team and clients alike.
Podcast
Is Higher Return and Less Risk Possible? Is Higher Return and Less Risk Possible? with Martin Robinson (HEAL Partners)
Tim Whybourne is joined by Martin Robinson, Managing Partner and Co-Founder of HEAL Partners.
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
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…
Podcast
Is this the investment opportunity of our lifetime? with Richard Galvin (Digital Asset Capital Management)
In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of DACM.
Podcast
Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville from JellyC
Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC
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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
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
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
Podcast
Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran
Craig Emanuel sits down with Eric Foran, Partner at Coller Capital.
Insights
The Fallacy of Forecasts
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
News
Q&A with Emanuel Whybourne
Emanuel Whybourne was founded by Craig Emanuel and Tim Whybourne and manages high net worth clients.
Insights
US Trip: learning from those who drive the largest market in the world.
Our partner Ryan outlines his recent trip to New York and some of the most valuables takeaways.
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
Insights
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole
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
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Podcast
Building Enduring Value in Australian Property: How Active Management Is Redefining the Market with Michael Rothner (AsheMorgan)
Ryan Loehr sits down with Michael Rothner, Executive Director of AsheMorgan.
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
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
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....
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.
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