Our team
The people responsible for your capital are the people you know by name. No call centres, no handoffs, no relationship managers standing between you and the team doing the work.
Mark leads the firm and the investment philosophy behind it. He has spent more than fifteen years in financial services, with a prior career as a Director of Finance in the technology sector; his accounting background anchors the firm’s integration of portfolio, tax, and cash-flow planning.
Brad shapes the firm’s long-term direction and investment philosophy, drawing on a background across technology, operations, and capital allocation. His focus is ensuring the firm is built to deliver considered outcomes rather than conventional ones.
Horst oversees regulatory compliance and the firm’s financial governance — the standards under which every client relationship and every investment decision operates. His mandate is the discipline behind the discretion.
Greg has managed capital for private clients since 2012, following an extensive tenure in institutional banking. His work spans portfolio construction and the structural decisions around it — with a particular eye for the risks others overlook.
Michael conducts the firm’s daily investment research, trade execution, and prepares private client reviews. A Portfolio Manager who is also licensed in Derivatives & Options. He has over a decade in financial services and is responsible for managing cash-flow structures within client portfolios.
Melissa is the operational anchor of the client experience. With more than ten years of specialized administrative and insurance experience, she ensures every engagement with the firm is seamless, responsive, and carefully organized.
Natalie coordinates private client engagements with the precision and discretion that define the firm’s service standard, ensuring each interaction is handled carefully and followed through.
An invitation
We accept new clients by introduction or private inquiry.
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