Stewards Capital Group is defining the future of family based and values driven advice.
Marc is Senior Partner and Head of Family Office at Stewards Capital Group.
Marc is responsible for providing high-touch strategic full advice to Ultra-High Net Wealth and Family Office clients while retaining management of operations and legal frameworks with investment and private banking partners globally.
Marc holds a Masters degree in Finance and a Master of Business Law – both from the University of Sydney.
Lyndon is a Fund Manager and Senior Client Adviser. He provides coverage as Investment Committee Chairman. Given his ability to integrate a number of disciplines into family portfolio management Lyndon is responsible for approval and strategic implementation of investments and planning solutions for the Private Wealth division’s families and clients.
Nadia joins the company serving as the company administrator and human resources manager. Prior to joining, Nadia previously worked for a financial tech start up and was responsible for HR and opening up offices in 4 countries with staff of 23 at its height of inception. Prior to this Nadia had been an executive assistant to the Global Head of Securities Technology at Macquarie and to the chairman of Oasis Hong Kong Airlines. She was also personal assistant to the Chief Executive at Executive Access and head of business administration for Hong Kong at Rice Search Partners, a boutique executive search firm.
For families reviewing their full financial planning needs, or who want to define what their needs and wants will be over the next decade, Stewards Capital Group professionals can assist with all superannuation, investment, wealth accumulation & protection and pre and post retirement planning goals.