Thinking about
Growing Your Assets,
Protecting Your Wealth,
Ensuring Your Legacy.
We are wealth advisors who help:
Protect and grow wealth for generations to come.
We specialise in capital allocation, portfolio management, structuring and private market opportunities for clients who qualify as wholesale investors and want more than traditional financial planning.
Our Podcast
The Rate of Change is a ROCast designed to help you in the pursuit of building long term wealth, through the insights of some of the brightest minds in asset management.
Your host Murdoch Gatti is an advisor at York Wealth Management. Our team works with High Net Worth individuals, institutions & family offices to help grow & protect their wealth.
Why Our Clients Seek Advice
Most of our clients find themselves in a fortunate position where their family’s assets yields are comfortably or significantly surpassing their daily living costs.
Our role is to safeguard and help our clients navigate their responsibilities in the journey of managing their family’s assets.
Our reliable approach reviews your financial position holistically with a focus on asset protection, tax minimisation and accommodating your inter-generational wealth ambitions.
How We Work With You
Investment Management
Financial Planning & Strategic Advice
Estate Planning
Corporate Finance Advisory
Our Services
Capital Allocation & Investment Strategy
We build diversified portfolios
We advises high-net-worth and wholesale clients using a high-conviction, best-of-breed investment approach — combining active fund manager selection, private market exposure and disciplined portfolio construction.
We actively select, compare, rotate and replace fund managers within each asset class.
We avoid cookie-cutter portfolios and mainstream product lists, instead selecting and rotating managers we believe are best positioned within each asset class.
Structuring & Ongoing Advice
Entity and asset structuring
Portfolio consolidation via platforms (Netwealth)
Ongoing strategic oversight
Private Markets & Deal Access
We source debt and equity funding for investment banking partnerships, deals, transactions, and capital raises.
CLIENTS:
Explore unique equity and private credit investment opportunities designed for high-net-worth individuals.
BUSINESSES:
Gain access to tailored equity and private credit funding solutions.
Our Approach to Wealth Management
Our Approach
Our approach for wealth management is centered around ensuring wealth across generations.
My family has a rich history of entrepreneurship and inter-generational wealth creation. On my mother’s side, my grandfather owned and operated Lay-Back Auto Seats, a pioneering business that patented the ratchet mechanism allowing bench seats to recline, specializing in converting cars with bench seats into lay-back seats. He also invented the Porta-Cot, owned the patent and succesfully operated the business.
On my father’s side, they were third-generation land owners and farmers from Western Australia, continuing a legacy of resilience and hard work. With a strong foundation in business ownership, my family has firsthand experience in building, preserving, and managing wealth across generations—a tradition that shapes my deep understanding of inter-generational wealth management today.
Across two decades, as advisors we have supported over 100 high-net-worth families in achieving their family’s financial goals. Our clients represent a wide spectrum, from innovators and entrepreneurs behind some of Australia’s most prominent businesses to retired professionals, executives, leaders of Australian not-for-profits, and philanthropic foundations.
Our Insights
At York we share our thoughts and insights into all areas of wealth management. Enjoy our thoughts as much as we enjoyed putting them to paper and we look forward to discussing some time soon.
OUR CLIENT REVIEWS
-
![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
