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Minchin Moore Private Wealth Advisers
Minchin Moore launched in 2010 when Mark Minchin, a former accountant and fund manager, merged his fledgling practice with a retiring adviser's book.
Minchin Moore Private Wealth Advisers
Minchin Moore launched in 2010 when Mark Minchin, a former accountant and fund manager, merged his fledgling practice with a retiring adviser's book. The firm has since grown through organic client referrals and selective acquisitions, including a 2016 merger with Charlie Perkins's Orange-based practice and a 2022 merger with Doug Turek's Professional Wealth. Employee ownership became the governance backbone, eliminating external shareholder pressure on product selection. The investment approach spans Australian and global equities, fixed income, property, and alternative assets. Andrew Marchant, previously Head of Advice at a major private bank, chairs the Investment Committee and sets house views that flow into all client portfolios. The strategy team includes Dr. Steve Garth, a former portfolio manager who specialized in fixed interest strategies at one of the world's largest asset managers, and Charlie Perkins, who traded institutional fixed income and currencies at Citigroup in London. Institutional and family-office clients are served by Jamie Wickham, the former Managing Director of Morningstar for Australia and New Zealand. The firm operates from Mosman, New South Wales, with additional advisory presence in Orange, New South Wales, through the Perkins team. Team members regularly publish in The Australian's wealth section and appear on ABC Local Radio. In May 2022, the firm merged with Professional Wealth, bringing in Doug Turek — a Barron's Top Financial Adviser for six consecutive years (per Barron's, 2017–2022) — to advise on investment strategy for family offices. Unlike bank-aligned wealth managers, Minchin Moore's employee-owned structure means no in-house products, no shelf-space fees, and no investment-banking cross-sell targets. The firm's fiduciary model mirrors the independent advisory movement in the US and UK, applied to the Australian high-net-worth market, where product-linked advice remains the dominant model.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Mosman
Corporate office
Mosman, Australia
Principals
Mark Minchin
Founder & Principal
Jenny Wong
Chief Financial Officer & Partner
Andrew Marchant
Chief Investment Officer
Doug Turek
Investment Strategy Adviser
Jamie Wickham
Institutional & Family Office Solutions
Sector focus
Frequently asked questions
Who runs investment decisions at Minchin Moore?
Andrew Marchant, the Chief Investment Officer, chairs the Investment Committee and is the custodian of the firm's investment philosophy. He previously led advice and investment research at a major Australian private bank. The committee draws on senior team members including Tom Jeffries, a former Head of Investments, and Dr. Steve Garth, who managed fixed interest portfolios at a large global asset manager.
How is Minchin Moore's ownership structured, and why does it matter?
The firm is employee-owned. Mark Minchin, Jenny Wong, and other partners built the governance to avoid conflicts inherent in bank-owned or externally capitalized advisory firms. There are no in-house products, no shelf-space rebates, and no investment banking cross-sell mandates — a structural difference from most Australian wealth managers.
Does the firm operate only in Sydney?
The head office is in Mosman, New South Wales. Charlie Perkins runs an advisory presence from Orange, New South Wales, following the 2016 merger of his practice, Perkins Portfolio Management, into Minchin Moore. The firm serves clients nationally, including institutional and family-office relationships led by Jamie Wickham.
What is the Professional Wealth merger, and who is Doug Turek?
In May 2022, Minchin Moore merged with Professional Wealth, founded by Doug Turek. Turek was named one of Australia's Top Financial Advisers by Barron's for six consecutive years (per Barron's, 2017–2022) and previously consulted for The Boston Consulting Group. His current role focuses on investment strategy for the firm and for family offices.
Does Minchin Moore serve institutional investors, or just private clients?
The firm actively serves institutional and not-for-profit clients, in addition to families and private individuals. Jamie Wickham, a CFA charterholder and former Managing Director of Morningstar Australia and New Zealand, leads the institutional and family-office segment, providing governance support, strategic advice, and portfolio management solutions.
What asset classes does Minchin Moore invest across?
The investment strategy spans Australian and global equities, fixed income, property, and alternative assets. The Investment Committee, chaired by Andrew Marchant, develops the house views that drive portfolio construction. Dr. Steve Garth contributes specialized fixed income and quantitative finance expertise to the process.
Is Minchin Moore affiliated with any product manufacturer?
No. The firm was deliberately structured as employee-owned to avoid affiliations with fund managers, insurers, or banks. It does not manufacture its own financial products and operates on a fee-for-advice model, removing commission-driven and product-conflict incentives that are common among vertically integrated Australian wealth businesses.
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