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.
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
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.
Insights
Venture Capital as an Alternative Investment
Mark Zuckerberg once said that the biggest risk is not taking any risk. Well, that attitude certainly worked for him but you have
Podcast
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.
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.
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
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
Podcast
From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter
Managing Partner Craig Emanuel sits down with Andrew Baxter, previous CEO of Publicis and Ogilvy.
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...
Insights
Investing in the share market vs. the property market
There will always be varying opinions and some level of self-interest involved when it comes to the debate of shares vs. property
Podcast
Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran
Craig Emanuel sits down with Eric Foran, Partner at Coller Capital.
Podcast
Michael Lukin: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?
In today’s episode, Managing Partner Craig Emanuel sits down with Michael Lukin, Founder and Group Managing Partner of Roc Partner
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
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
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
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
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.
Podcast
Discipline Through the Cycle: Lessons in Property Investing from Charter Hall’s Steve Bennett
Ryan Loehr sits down with Steve Bennett, Chief Executive Officer of Charter Hall Direct Property.
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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