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Malcolm Weatherley
Senior Wealth Associate at Walsh Bay Partners
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Work Experience
Senior Wealth Associate
Aug 2022 - Present · 2 years and 4 months
Private Client Advisor
2005 - Dec 2016 · 11 years and 11 months
AMP Advice
Practice Principal / Private Client Adviser
Dec 2013 - Mar 2020 · 6 years and 3 months
Company Details
2-10 Employees
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.
Year Founded
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Industry
Financial Services
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