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.


Selling your Business to Establishing and Governing your Family Office with John George

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

The Opportunity in Global Secondaries with Steve Byrom (Potentum Partners Private Equity)

Don’t Jump Off the Rollercoaster!

Is it time to engage a financial planner?

Are we there yet?
Q&A with Emanuel Whybourne

Dove or Hawk? I don’t really care

Investing in the share market vs. the property market

Morgan Stanley duo establishes advice boutique

Adrian Mackenzie: It’s not the horse that wins the race. It’s the jockey on the horse.

Michael Lukin: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?

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

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

Staying the course — A timeless lesson

Marc Herman: Founding, scaling and exiting successful business to now building ‘medicine 3.0’ for Australian families

Discipline Through the Cycle: Lessons in Property Investing from Charter Hall’s Steve Bennett

The Market Roller-Coaster. What’s 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

Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI



