Private Wealth Advisory Team

With more than 30 years of combined experience, Matthew and James bring deep expertise and a genuine passion for helping clients achieve financial security. Matthew’s background as a Senior Vice President at Morgan Stanley and James’s wealth management experience at Morgan Stanley and Ord Minnett enables the team to deliver high-touch, personalised service. We take pride in empowering clients through clear communication and active involvement in decision making. Our diverse skills and collaborative approach ensure you receive the highest level of support, tailored to your unique circumstances and objectives.

Matthew and James specialise in investment strategy, tailored asset allocation, and multi-asset, multicurrency portfolio management. We work with a broad range of clients, including high net worth individuals, institutional investors, and not-for-profits. Our expertise spans financial market analysis, risk management, and client relationship management, ensuring well-informed, bespoke advice. We are committed to delivering strategic solutions that protect and grow your wealth, supported by Ord Minnett’s research and resources. Our focus is on helping you achieve your financial goals with confidence, clarity, and exceptional service at every stage.

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