Grow your assets,
Protect your wealth,
Ensure your legacy.
AS FEATURED ON
We’re wealth advisors who work with:
Who value strategic, long term investment advice that builds wealth now and for generations to come.
Our Commitment
You and your family come first.
01 Investment Management
Structured portfolio construction, implementation and ongoing oversight.
“We deliver tailored, strategic investment advice across market conditions. Our solutions are unconstrained by any one firm, geography, product or asset class, allowing capital to be allocated solely in line with each client’s needs”.
02 Global Opportunities
Access to opportunities across markets, sectors and asset classes.
03 Legacy Focused
A long-term approach to preserving, growing and transferring wealth.
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.
Our Process
How we invest your assets
We allocate capital through a macro-driven framework — identifying where we are in the cycle before selecting the asset classes and managers best positioned to perform.
Our approach is unconstrained, with no allegiance to any one firm, product or geography. We select the most appropriate investment structures for each objective — accessing best-in-class opportunities globally, often through specialist managers not widely available — and actively adjust portfolio exposures as conditions evolve.
Strategic Asset Allocation — We begin with a clear understanding of your objectives, time horizon and risk tolerance, constructing a strategic asset allocation designed to deliver long-term outcomes rather than short-term noise.
Manager & Opportunity Selection — We identify and access high-quality investment opportunities across public and private markets, allocating capital on merit without being constrained by product providers, platforms or geography.
Portfolio Construction — Investments are combined into a cohesive portfolio, ensuring diversification across asset classes, sectors and geographies, with each position serving a defined role within the broader strategy.
Implementation & Execution — Portfolios are implemented through institutional-grade platforms to ensure efficient execution, transparency and appropriate custody of assets.
Ongoing Review & Optimisation — We actively monitor and adjust portfolios as market conditions evolve, maintaining alignment with your objectives while responding to changes in opportunity and risk.
Risk Management — Risk is considered at every stage, from asset allocation through to individual investments, with a focus on preserving capital alongside long-term growth.
This framework sits within an ongoing advisory relationship, ensuring your portfolio remains aligned as your objectives and circumstances evolve.
Our Story
Our approach to wealth management is centred on preserving and growing wealth across generations.
My family has a long history of entrepreneurship and intergenerational wealth creation. On my mother’s side, my grandfather founded Lay-Back Auto Seats, a pioneering business that patented the ratchet mechanism enabling bench seats to recline. He later brought to Australia and commercialised the Porta-Cot, owning the patent and building a successful business around it.
On my father’s side, my family were third-generation landowners and farmers in Western Australia — a legacy built on resilience, discipline, and long-term stewardship of assets.
This foundation in business ownership and capital management has shaped my understanding of how wealth is built, preserved, and transferred across generations.
Our Insights & 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 Insights
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.
OUR RESULTS
-
![]()
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
-
![Five yellow stars in a row on a white background.]()
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
-
![Five yellow stars in a row, symbolizing a five-star rating.]()
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
-
![Five yellow stars in a row on a white background.]()
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
-
![]()
I find the posts very informative with well thought out presentations.
Peter D
-
![* * * * *]()
Murdoch has a great depth of knowledge and has always been exceptional to exchange ideas with.
Zac R
-
![Five yellow stars in a row.]()
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
-
![]()
Murdoch is a great guy to deal with. Very knowledgeable and helpful !
Ben D
