ABOUT YORK

A family firm,
advising families.

Founded in 2015, York is a wealth management firm based in Sydney with offices in Brisbane & Noosa Heads. We work with business owners, professionals & families to help grow & protect their wealth for generations to come.

FOUNDED
2015
OFFICES
Sydney · Brisbane · Noosa Heads
LICENSING
Corporate Authorised Representative of AD Advisory Services, AFSL 237058
OUR ROLE

Our focus is on you.

Most of our clients find themselves in a fortunate position, where the income from their family's assets comfortably exceeds their daily living costs. Our role is to safeguard and help our clients navigate their responsibilities in managing their family's assets.

The most important thing about us is you and your family. Everything we do puts you first, and every decision we make is made for your benefit.

OUR TEAM

The people you will work with.

Murdoch Gatti

Murdoch Gatti

FOUNDER & CEO · PRIVATE WEALTH ADVISER

Murdoch founded York Wealth Management and advises high-net-worth families, business owners and professionals. Before York, he built his career in financial services and capital markets, including at Shaw and Partners and HiFX (now OFX), advising clients across public and private markets.

Clients typically engage Murdoch where capital is meaningful and situations are complex. He works through the structural, strategic and investment questions first, then builds the portfolio and structures around them.

Master of Commerce (Finance) · Bachelor of Design & Computing · Diploma of Financial Planning. Host of The Rate of Change podcast.
Read full profile

During his time in financial services, Murdoch advised high-net-worth individuals and families across public and private markets, gaining deep exposure to institutional research, capital markets transactions, foreign exchange and complex portfolio structuring.

His advisory approach integrates strategic and tactical investment management with broader financial structuring, including asset protection, capital markets execution and long-term succession planning.

His work is grounded in a macro-driven portfolio construction framework, allocating capital across asset classes, managers and geographies in line with where he sees the greatest opportunity over the cycle. Portfolios are typically structured using a core-satellite approach, combining stable, long-term exposures with more opportunistic investments as conditions evolve. This includes public markets and, where appropriate and aligned to client objectives, less readily available opportunities such as private equity and property development.

By working through the core issues first, he builds long-term relationships grounded in trust, where clients increasingly rely on him as a central adviser across multiple areas of their financial affairs.

Outside the firm, Murdoch and his wife Yasmin are raising their two children and enjoy an active lifestyle — travelling, 4WDing, surfing, boating and spending time outdoors.

Yasmin Gatti

Yasmin Gatti

EQUITY PARTNER & CHIEF OPERATING OFFICER

Yasmin is responsible for how York runs and how advice is put into practice: implementing client strategies, managing portfolio transitions, coordinating with platforms and providers, and client service.

She brings more than 20 years' experience across funds management, private wealth and institutional markets, including at Orion Asset Management, JBWere, Shaw and Partners, Patersons Securities and Canaccord Genuity.

The whole systemExperience across private clients, advisers and institutional markets gives her a clear view of how capital is advised, executed and administered.
CoordinationShe works across platforms, custodians, accountants, lawyers and providers so strategies move from decision to implementation without friction.
Care and discretionHighly regarded by her peers for her reliability, discretion and intuition — often identifying what needs to be done before it is even articulated.
Read full profile

Yasmin’s career has been spent operating at the centre of how capital moves between investors, advisers and institutions.

Yasmin began her career in funds management with Orion Asset Management before moving into private wealth at JBWere, where she was a Client Services Manager supporting high-net-worth clients and intermediary adviser relationships.

At Shaw Stockbroking (now Shaw and Partners) she progressed into a senior client services role, responsible for account establishment, portfolio administration, asset transfers and complex matters including deceased estates. Her team supported more than 150 adviser groups.

At Patersons Securities (now Canaccord Genuity) she moved to the institutional side of the market as Executive Institutional Dealer's Assistant, supporting domestic and international equities and options trading and capital raisings for ASX-listed companies. She later supported the Executive Chairman of Wealth, coordinating the recruitment and onboarding of advisory teams across recruiters, legal, compliance and internal stakeholders.

Outside of work, Yasmin focuses on family, health and making the most of life with her husband and two children.

Peter Gatti

Peter Gatti

EXECUTIVE

Peter began his career on the family farm in Western Australia before moving into markets, trading futures for the Australian Wheat Board. He then joined ANZ and went on to spend around 25 years at National Australia Bank, holding director roles in Institutional Banking, Portfolio Management and Group Credit Oversight, including nine years as Director, Credit Risk Assurance. He joined York in 2020.

He led the team that reviewed NAB's international assets, work that informed the bank's decisions on which offshore businesses to keep and which to sell. These included the later exits from its UK and US banking operations.

OUR STORY

A family history of building and stewardship.

Our approach to wealth management is centred on preserving and growing wealth across generations.

Our family has a long history of entrepreneurship and intergenerational wealth creation. On my mother's side, my grandfather was an inventor and founder. He established Layback Seat Specialists and patented the ratchet mechanism that allowed bench and single seats to recline into a bed. An evolved version of that mechanism is used to recline the seats in most cars on the road today. He went on to invent and patent the Porta-Cot, a portable cot families take with them when visiting or travelling, and the Portarena, a portable play enclosure, building a successful business around his inventions. His patents have since lapsed, but the ideas have endured, and versions of his products are sold by major retailers and used by families across Australia to this day.

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.

Our fathers both built long careers as professionals. My father spent around 25 years at NAB, in senior roles across institutional banking and group credit risk, reviewing the bank's lending to major corporate, infrastructure and property clients, and has since joined York. Yasmin's father was a structural engineer at WorleyParsons, where he was the final check on the engineering calculations for major projects, including Singapore's deep-sea port.

This foundation in business ownership and capital management has shaped our understanding of how wealth is built, preserved and transferred across generations.

Murdoch Gatti, Founder
Framed photograph from the International Motor Show, 1956
International Motor Show, 1956. From the family archive.
TALK TO AN ADVISER

Start with a conversation.

If you are considering a long-term advisory relationship, the first step is a 20–30 minute conversation to understand whether we are the right fit for you and your family.

Three short questions. An adviser will be in touch shortly after.

Listed on Adviser Ratings  ·  Moneysmart Financial Advisers Register
STEP 1 OF 3

Which best describes you?

ABOUT US

Our focus is on you

Founded in 2015, York is a wealth management firm based in Sydney with offices in Brisbane & Noosa Heads.

We work with business owners, professionals & families to help grow & protect their wealth for generations to come.

Most of our clients find themselves in a fortunate position where their famiy’s assets yields are comfortably surpassing their daily living costs. Our role is to safeguard and help our clients navigate their responsibilities in the journey of managing their family’ assets.

Most important thing about us, is you and your family. Everything we do puts you first and every decision we make is made for your benefit.

OUR TEAM

Murdoch Gatti

Founder & CEO | Private Wealth Advisor

Murdoch Gatti is the Founder and CEO of York Wealth Management, a Sydney-based firm advising high-net-worth and ultra-high-net-worth Australians.

Prior to founding York, Murdoch built his career over two decades within leading financial services and capital markets institutions, including Shaw and Partners and HiFX (now OFX).

During this time, he advised high-net-worth individuals and families across both public and private markets, gaining deep exposure to institutional research, capital markets transactions, foreign exchange and complex portfolio structuring.

Murdoch has developed a reputation for safeguarding and compounding generational wealth through disciplined capital allocation, strategic asset structuring and prudent risk management. His advisory approach integrates strategic and tactical investment management with broader financial structuring — including asset protection, capital markets execution and long-term succession planning.

His work is grounded in a macro-driven portfolio construction framework, allocating capital across asset classes, managers and geographies in line with where he sees the greatest opportunity over the cycle. Portfolios are typically structured using a core-satellite approach, combining stable, long-term exposures with more opportunistic investments as conditions evolve.

This includes accessing both public markets and selectively sourcing less readily available opportunities, such as private equity, property development and private credit, where appropriate and aligned to client objectives.

Murdoch is often engaged by clients as a problem solver — particularly where capital is meaningful and situations are complex. By working through the core issues first, whether structural, strategic or investment-related, he builds long-term relationships grounded in trust, where clients increasingly rely on him as a central advisor across multiple areas of their financial affairs.

Murdoch holds a Master of Commerce (Finance), a Bachelor of Design & Computing, and a Diploma of Financial Planning. He is RG146 compliant across securities, superannuation, foreign exchange, margin lending and managed investments.

He is also the host of The Rate of Change, a podcast focused on long-term wealth creation through conversations with leading investors, fund managers and industry experts.

Outside the firm, Murdoch and his wife Yasmin are raising their two children and enjoy an active lifestyle — travelling, 4WDing, surfing, boating and spending time outdoors.

Yasmin Gatti

COO | Chief Operating Officer

Yasmin Gatti brings over 20 years of experience across wealth management, institutional markets and funds management, with a career spent operating at the center of how capital moves between investors, advisors and institutions.

She began her career in funds management with Orion Asset Management before moving into private wealth at JB Were, where she worked as a Client Services Manager supporting high-net-worth clients and intermediary advisor relationships. In this role, she was directly involved in managing client portfolios, facilitating transactions, and supporting financial planners in delivering advice to sophisticated clients.

At Shaw Stockbroking, Yasmin progressed into a senior client services role, taking responsibility for account establishment, portfolio administration, asset transfers and complex matters including deceased estates. Her team supported over 150 advisor groups, requiring precision, responsiveness and a deep understanding of client structures and custody arrangements.

She later moved to Patersons Securities (now Canaccord Genuity), where she transitioned into the institutional side of the market as the Executive Institutional Dealer’s Assistant within the Institutional team. In this capacity, she was involved in executing domestic and international equities and options trades, and supporting capital raises for ASX-listed companies — working closely with senior executives and institutional clients.

At Canaccord Genuity, Yasmin supported the Executive Chairman of Wealth and was involved in the recruitment and onboarding of advisory teams. She acted as the central point of coordination throughout the process — liaising across recruiters, legal, compliance, advisors and internal stakeholders to manage timelines, ensure all information flowed accurately between parties, and oversee the operational execution of each transition. This included reviewing documentation for completeness and accuracy, tracking progress against key milestones, and preparing financial and performance reporting to support internal decision-making, ensuring advisor transitions were implemented efficiently with minimal disruption to underlying clients.

Yasmin is an equity partner and Chief Operating Officer of York Wealth Management, responsible for the operational management and execution of the business. She oversees the implementation of client strategies, portfolio transitions and the day-to-day coordination required to ensure advice is delivered accurately, efficiently and without friction.

In her role as Chief Operating Officer, Yasmin operates across all areas of the business — including operations, client service, platform coordination and implementation — ensuring that the firm runs effectively while maintaining a high standard of client delivery. Working closely with clients, advisors, platforms, counterparties and providers, she manages the execution of client strategies and portfolio transitions with accuracy, timeliness, and control. 

Why families work with Yasmin:

  • End-to-end understanding of the systems
    Experience across high-net-worth clients, financial advisors and institutional markets gives her a clear view of how capital is advised, executed, and administered.

  • Problem solving and access
    She navigates complex structures, facilitates transactions, sources opportunities and connects the right people where relationships and access matter.

  • Execution without friction
    She ensures outcomes are delivered smoothly — identifying potential issues early and coordinating across multiple parties so strategies move efficiently from decision to implementation.

She is highly regarded by her peers for her reliability, discretion and intuition — often identifying what needs to be done before it is even articulated.

Outside of work, Yasmin focuses on family, health and making the most of life with her husband and two children.

OUR STORY

Our approach to wealth management is centred on preserving and growing wealth across generations.

Our 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 our understanding of how wealth is built, preserved, and transferred across generations.

Black and white photo from the 1956 International Motor Show featuring a classic car, advertisements for lap-back seat specialists, and vintage furniture.

You worked hard to build your business.

It’s time we worked hard to build your wealth.