Tom specialises in personal asset management and corporate investment risk management. He focuses on the delivery of asset management solutions and bespoke investments to high net worth individuals, families and companies.
Tom holds a Bachelor of Economics from Macquarie University in Sydney, is an Australian Financial Markets Association accredited Dealer for FX Over-the-counter and commodity Swap markets, and, holds an Australian Financial Advising Accreditation (RG 146) and diploma from FINSIA.
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.
Todd is an Investment Analyst and has extensive experience in the investment space, including private and listed equities and venture capital.
Todd holds a Bachelor of Engineering from Monash University and Master of Commerce (Finance) from UNSW.