Phone:
(02) 9775 2707(02) 9775 2707
MKOB Group
Direct:
(02) 9775 2660(02) 9775 2660
Our Mission Statement
Deliver peace of mind to clients through the disciplined management of their assets, so they can enjoy the opportunities their wealth affords.
Our Story
The MKOB Group at Morgan Stanley has advised individuals and families in the complex business of maintaining and enhancing their wealth for 30 years. We offer a combination of over 100 years of experience from our senior advisers, and youth and vigour from our younger members to provide continuity to the next generation of clients. With our founding partners still working actively in the business, many of our relationships are now in their second and third generations.
Having a globally-focused investment thesis has at times provided its share of challenges over the course of three decades. In fact, the October 1987 stock market crash (Black Monday) occurred in the very first month of our team’s existence. Despite this early setback, and other negative world events such as the dotcom bust, September 11, and the Global Financial Crisis, we have stayed true to our investment principles, and consistently acted as a safe pair of hands our clients could rely upon. Our clients take great comfort in the team’s proud history of not only successfully navigating the highs and lows of global financial markets for the past 30 years, but for also understanding the importance of providing education and emotional support along the journey.
Via our dedicated six member team, our clients receive the pro-activity and personalised high-touch of a boutique investment firm, with the added comfort of the Morgan Stanley brand and infrastructure.
Having a globally-focused investment thesis has at times provided its share of challenges over the course of three decades. In fact, the October 1987 stock market crash (Black Monday) occurred in the very first month of our team’s existence. Despite this early setback, and other negative world events such as the dotcom bust, September 11, and the Global Financial Crisis, we have stayed true to our investment principles, and consistently acted as a safe pair of hands our clients could rely upon. Our clients take great comfort in the team’s proud history of not only successfully navigating the highs and lows of global financial markets for the past 30 years, but for also understanding the importance of providing education and emotional support along the journey.
Via our dedicated six member team, our clients receive the pro-activity and personalised high-touch of a boutique investment firm, with the added comfort of the Morgan Stanley brand and infrastructure.
Services Include
- International investing
- Investment strategies for family offices
- Portfolio management
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
Your journey with us starts with two essential questions - what do you wish to achieve, and why do you want to achieve it?
At our core, we practice a goal-orientated, long-term approach to wealth management, which takes into account your financial and non-financial goals, family and personal situation, time horizon, tolerance to risk, and how actively you wish to be involved. We can also integrate your non-financial assets, such as real estate, private businesses, earnings, art, and other personal assets into our analysis to give holistic advice on minimising potential risks to your total wealth.
At our core, we practice a goal-orientated, long-term approach to wealth management, which takes into account your financial and non-financial goals, family and personal situation, time horizon, tolerance to risk, and how actively you wish to be involved. We can also integrate your non-financial assets, such as real estate, private businesses, earnings, art, and other personal assets into our analysis to give holistic advice on minimising potential risks to your total wealth.
Investment philosophy
We abide by four key investment principles which we deem vital for increasing and maintaining wealth:
Make the most of compound interest
Compound interest is the cornerstone of wealth enhancement. We target investments with high sustainable yield.
Diversify effectively
“Fortunes are made in one investment and preserved in many”. We diversify portfolios into different asset classes, securities, and currencies, preferably with low correlation to each other.
Increase your time horizon
Volatility decreases substantially when investments are measured over a long time frame. We are patient investors and avoid emotive short term decisions.
Minimise costs
We manage assets 'in house' as this is the most transparent and cost-efficient way to implement our strategy. Where possible, we invest directly as opposed to using external fund managers.
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2660(02) 9775 2660
Meet MKOB Group
Phone:
(02) 9775 2842(02) 9775 2842
Phone:
(02) 9775 2660(02) 9775 2660
About Me
It takes insight to unlock opportunity. My clients come to me for financial advice, integrated solutions and intelligence from across the world’s major markets. I apply the insight and resources of one of the world’s most respected investment organisations to help my clients build, manage and preserve their wealth.
Before I develop any specific recommendations, I take the time to understand who you are and what you want to accomplish, both personally and financially. I take a disciplined approach to analysing your situation and identifying appropriate investment opportunities designed to help you achieve your financial goals.
Before I develop any specific recommendations, I take the time to understand who you are and what you want to accomplish, both personally and financially. I take a disciplined approach to analysing your situation and identifying appropriate investment opportunities designed to help you achieve your financial goals.
About Me
Chris feels fortunate to have found a career in an industry that still keeps him energised and inquisitive after 33 years. He and his team has in excess of a billion dollars under advice and they have built many client relationships that have lasted for a quarter of a century or more. The team works with professional investors, families and foundations as their trusted advisers in navigating this complex world of global wealth management.
About Me
Forging a career at a time when robo-advice is infiltrating more areas of the financial services industry, my main priority is forming valuable, long-term relationships with my clients.
The key to wealth management is discovering and understanding why someone wants to grow or protect their wealth. I truly enjoy delving into and hearing the unique personal stories that shape a client's motivations. Being able to then help plan for, and achieve, life-long goals is what makes my role so rewarding.
I'm also passionate about socially and environmentally responsible investing and I don't subscribe to the theory that you must forgo financial returns in order to have a positive impact on society.
The key to wealth management is discovering and understanding why someone wants to grow or protect their wealth. I truly enjoy delving into and hearing the unique personal stories that shape a client's motivations. Being able to then help plan for, and achieve, life-long goals is what makes my role so rewarding.
I'm also passionate about socially and environmentally responsible investing and I don't subscribe to the theory that you must forgo financial returns in order to have a positive impact on society.
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact MKOB Group today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.