How Victor Smorgon Group opened its doors to outside money
Victor Smorgon Group is one of the rare family offices that manage external funds. Doing that required modifying some of the investment principles that it...
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out...
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in...
The Chilean tech visionary behind NZ's big venture capitalism push
The technology subsector in venture capitalism is thriving, especially in New Zealand, where the government is putting its money where its talent is. An...
A shotgun ride with Dad put this adviser in pole position
"We’re all humans trying to make a fist of it," says Muirfield Financial Services adviser Matt Torney. "And sure, finances matter, but people and...
Full circle tree-change brings Mark Folpp's adviser journey back home
It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his...
David Leon: Leading the boutique, independent advice brigade
After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It's why the...
'We stick absolutely to our knitting': Simon Growden's journey with Shadforth Financial Group
Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was...
A real measure of wealth: Paxton Bridge's David Murdoch
When adviser David Murdoch founded Paxton Bridge in 2009 he implemented a slow-burning idea; to manage wealth with 'activism' front of mind, which meant...
Blood, booms and 'barefoot millionaires': The Anthony Menico story
You can't judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it's the most unassuming clients that have the most...
Embracing the loneliness mindset: Rich Pzena and the deep value dilemma
"I wouldn’t employ someone from a growth house and try to turn them into a value investor," says Rich Pzena. "It doesn't work, they're different people."