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From everyday investing to industry insights, explore a curated selection of topics designed to help you learn, grow, and stay informed.
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Meet our thought leaders
Our subject matter experts provide guidance, sharp analysis, and unfiltered insights into the financial industry and the world of investing. Whether you’re just starting out or refining your strategy, their insights are sure to guide you in the right direction.

Paul Counihan
Managing Director: Wealth and Investments
Drawing on his extensive experience, Paul has helped guide investors through bear markets, bull markets, pandemics, and political upheavals. Valuable insights, if you ask us.

Michael Field
Managing Director: Group Solutions
With an engineering mindset and a keen understanding of the needs of the client, Michael has been instrumental in the development of many financial services products. If you have a question, he’s your guy.

Warren Winchester
Partner: Alternative Asset Management
Not your average CA, Warren spends his free time on his farm, cultivating, testing, and regenerating! His (literal) hands-on experience in agriculture, coupled with an extensive financial background, makes him the perfect person to lead the alternative asset charge.

Jason Green
Partner: Alternative Asset Management
With extensive experience in the property sector and a keen understanding of these versatile assets as well as all the trends and factors that impact them, Jason is a true property specialist.






