Chairman
CurrentTo make money is not easy. But to invest money and use it wisely to create enduring family wellbeing are even more difficult. Few families in history have done this over a generation or two. These were the personal challenges faced by the founders of Walsh Bay Partners who collectively have over 100 years of experience in wealth advice and management. To tackle these challenges for our own families and our clients, Walsh Bay Partners draws on extensive research, both from the behavioural and economic sciences, as well as the practical experience of its team.Financial advice and wealth management services are provided to family offices and endowments who come via professional referral relationships, which ensure that clients are suited to get value from our service. The emphasis is on creating deep relationships through family strategy planning and providing access to institutional quality investment opportunities. Our clients share wisdom, seek long term relationships and are strategic in their orientation. Our most important measure of long term success is linking money to greater family wellbeing.