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 studying for the Chartered Financial Analyst (CFA) qualification, which further enhances 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.
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
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.
Podcast
Shark Tank’s Steve Baxter: The opportunity for outsized returns in defence through Steve's new Venture Capital Fund – Beaten Zone Ventures
In this episode, Managing Partner Tim Whybourne catches up with serial entrepreneur, venture capitalist and TV personality Steve B
Podcast
Selling your Business to Establishing and Governing your Family Office with John George
Tim Whybourne speaks with John George from Standard Edge Accounting.
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
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
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
Insights
Smile like you mean it
What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…
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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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
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
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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
Staying the course — A timeless lesson
On behalf of all our team at EWL Private Wealth, I would like to personally thank you for your continued trust in 2022...
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
Insights
Preparing for a Successful Business Exit: A Strategic Guide for Australian Founders
The first step in preparing for a successful sale is to understand what buyers typically pay for businesses like yours.
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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