1
Total investments
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8y
Years active
Experience · 3 entries
All (3)
Investments (1)
Founder (1)
2025
Chief Growth Officer
May 2025
Walsh Bay Partners is a personal institution which endeavours to help families use their wealth wisely to achieve enduring family wellbeing. We unify families through shared purpose, passion and direction and build intelligent frameworks designed for success.
Most of us believe that significant wealth provides choice, freedom and, ultimately, happiness. But without conscious and careful consideration, the reality of managing wealth can be very different. Wealth can unite families under a common purpose, but it can equally destroy them through conflict and disparity.
Our business was founded on the belief that a family’s long-term success and wellbeing can only be achieved through careful integration of financial and emotional objectives. Through rigorous research, analysis and experience, we help families define and achieve their life’s purpose – transforming lives across multiple generations.
We craft clarity from complexity and help our clients achieve enduring family wellbeing through long-term, trusted partnerships.
2018
2012
MD & Founder, Australian Expatriate Services (part of St James Wealth Mgt Group)
Mar 2012
There’s advice that can change your day. Then there’s advice that can change your life. And the lives of those you love. The kind of advice that only ever comes from people who have your best interests at heart, who want to see you happy. Like your dad. Your sister. Your best friend since primary school. And us.
We all need advice on life’s journey to have the confidence to take the next step. But today, there’s fewer and fewer people you can turn to.
SJP offers one-to-one financial advice at every step that gives you the confidence to embrace your tomorrow.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP.
Registered in England Number 4113955.
SJP Approved 11/03/2024
