Grow your assets,
Protect your wealth,
Ensure your legacy.
AS FEATURED ON
We’re wealth advisors who work with high-net-worth:
Who value strategic advice to structure, manage and grow their wealth with a clear, long-term approach.
We provide comprehensive wealth management and investment advice — constructing and managing portfolios across asset classes and specialist managers.
Our approach is unconstrained. We are not aligned to any one firm, product or asset class. Capital is allocated on merit and adjusted over time as conditions evolve.
OUR COMMITMENT
Start with a conversation.
We provide tailored, strategic investment advice across changing market conditions — focused on what matters most to you.
We are not limited to any one firm, product, geography or asset class — selecting the most appropriate solutions based on your objectives.
We take the time to understand your financial position and goals, then build and implement a clear strategy — with ongoing review as your circumstances and markets evolve.
The objective is simple: to bring clarity, structure and confidence to your financial future.
01 Investment Management
Structured portfolio construction, implementation and ongoing oversight.
Portfolios are constructed as a coordinated set of decisions, not a collection of individual investments.
02 Global Opportunities
Access to opportunities across markets, sectors and asset classes.
Opportunities are assessed within the context of the broader portfolio — not in isolation.
03 Legacy Focused
A long-term approach to preserving, growing and transferring wealth.
For many clients, outcomes are driven as much by structure as by the underlying investments.
OUR SOLUTION
We have positively changed the lives of many Australian HNW Families. Our clients come from a diverse background. From creators and founders of some of Australia’s largest and most successful businesses, to retired executives and families.
Understanding how an advisory relationship operates in practice is often as important as the investment strategy itself.
OUR INSIGHTS AND ACCESS
Conversations with some of the brightest minds in asset management —
Podcast hosted by Murdoch Gatti, providing direct insight into how capital is deployed across asset classes, geographies and market cycles.
The same relationships and insights inform how we allocate capital on behalf of our clients.
OUR THOUGHTS
At York, we share insights informed by our direct engagement with fund managers and global markets — providing perspective on how capital is allocated across asset classes, geographies and market cycles.
These insights reflect the same thinking that informs how we allocate capital on behalf of our clients.
Featured
OUR RESULTS
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Murdoch has been a great support to my business, consistently recommending strong investments which have always turned out to provide strong returns. His proactivity and knowledge around the industry is second to none and I would have no hesitation recommending him.
Adam H
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York Wealth Management have provided unwavering advice and support to me for a number of years. No question too silly. Their approach is refreshing and educational, which provides a resolved understanding of my portfolio performance.
Kieran L
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Great service. Murdoch is always available when I need to speak with him. He’s been proactive with new investments and provides updated advice and investment information.
Dan O
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York Wealth Management impressed me with its dedicated team and comprehensive financial services. The advice was tailored to our families needs. Overall, a positive experience and I highly recommend them.
Saskia H
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I find the posts very informative with well thought out presentations.
Peter D
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Murdoch has a great depth of knowledge and has always been exceptional to exchange ideas with.
Zac R
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Been working with Murdoch on finding solutions for some mutual families and companies. I would have no hesitation in recommending the York Wealth team to family and friends who are looking for wealth management services.
Edward T
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Murdoch is a great guy to deal with. Very knowledgeable and helpful !
Ben D
Start a conversation
If you’re considering a long-term advisory relationship, the first step is a conversation to understand your position and determine whether we are the right fit for you and your family.
What happens next:
We arrange an initial discussion to understand your position and objectives
If there is alignment, we outline how we would approach your situation
If not, we are clear upfront — we only take on clients where we believe we can genuinely add value