Alpine's Wealth Management team is focused on investment advice solutions. Highly experienced advisors simplify a complex investment landscape, directing clients to tailored investment opportunities, with a focus on high-net-worth individuals, family offices, independent financial advisors and institutional investors.
Our clients:
Wealth management capabilities:
Our Core-Satellite approach combines the best of both worlds: a diversified, low-cost core designed to capture long-term market returns, complemented by carefully selected satellite investments that seek to enhance returns, manage risk and capture unique opportunities.
A strong foundation. Targeted opportunities. One disciplined portfolio.
Forms a substantial portion of a client's investments, aiming for stability, consistency and long-term growth. It centres on broad market exposure and a lower-cost, long-term approach to capture overall market returns.
Provides specialised investments for higher returns, with targeted exposures and increased active management. It enables faster decision-making and tactical allocation based on market conditions, opportunities or investment themes.
Co-Founder & Head of Wealth Management
With over 25 years of experience across global financial markets, Thomas Schoenmaker is Co-Founder, Executive Director, Head of Wealth Management and Chief Investment Officer at Alpine Capital. He has advised clients through multiple market cycles, helping investors preserve and grow wealth through disciplined investment management, strategic asset allocation and a long-term perspective.
Co-Founder, Wealth Management
Malcolm joined Alpine (formerly Wentworth Securities) in 2014 and held the position of Managing Director from 2018 to 2022. With deep knowledge of investment markets, portfolio management and corporate activity, he sits on the Investment Committee of the Multi-Asset Class Portfolios, facilitates corporate activity and is a Director of the business. He is a Founding Partner at Cultiv8 and SparkLabs Cultiv8, specialist global agri-food technology funds, and sits on several small-company boards.
Senior Advisor, Wealth Management
Provides wealth management advice to high-net-worth investors and family offices. Mark builds tailored investment strategies for clients, delivering solutions across multiple asset classes. He believes capital preservation and appropriate risk-adjusted returns are core to any investment strategy framework.
Senior Advisor
Simon has extensive investment experience, with deep connections into mining and junior explorers as a key focus. These connections extend into his advisory relationships, and he has a wealth of knowledge in providing individualised, strategic investment advice.
Co-Founder & Head of Institutional Sales
Phil is an experienced institutional broker with deep experience servicing a broad range of clients, including high-net-worth individuals and corporations. His role extends to corporate relationships and working closely with corporate advisory teams, and he has managed and executed countless capital raises for small to medium-sized companies, both listed and unlisted.
Institutional Sales
Moishe is an experienced institutional broker having serviced a broad range of clients, including high-net-worth individuals, family offices and corporations. He holds an extensive network of corporate relationships and works to identify and support emerging companies, working closely with corporate finance and advisory teams to deliver capital via the optimum set of investors. He established his career as a Consultant at KPMG, servicing clients across investment banking, global car manufacturing, technology and natural resources.
Institutional Sales
Tom is an institutional sales professional covering a diverse range of clients, including high-net-worth individuals, family offices and corporates. He focuses on emerging and growth companies, fostering strong corporate relationships and supporting them through corporate activities. Tom draws on his connections across high-net-worth investors, family offices and industry networks, and the strong understanding of equity markets and disciplined, analytical approach he developed at Canaccord Genuity, to identify attractive trading opportunities, particularly within the small and micro-cap space.
Associate Advisor, Wealth Management
Catriona brings extensive wealth management experience gained through years of supporting advisers, managing client portfolios and overseeing client service operations. Working closely with Alpine's investment and advisory team, she has developed a deep understanding of our investment process, portfolio management approach and client service framework.
Head of Wealth Management Operations
Brings more than 25 years across administration, operations and client service. At Alpine she supports the Wealth Management team with client liaison, account administration and adviser support, and is known for her organisation and attention to detail.