Royston Capital was established in 2013 as a carve out of a well-known Melbourne family office. Our background and experience from family office and private banking continues to influence our advisory process and services to clients as does our own family history. We are committed to building long term relationships with our clients and future generations.
Royston Capital provides a range of coordinated services to establish and deeply understand the client's financial goals and objectives, develop a strategy to build and preserve wealth, implement the strategy and monitor the strategies progress.
We have a core set of values at Royston Capital that put you first. We also adhere to the Code of Ethics as set out by peak body ‘The Financial Planning Association of Australia’.
Royston Capital Pty Ltd prides itself on being privately owned and operated.
Royston Capital focuses on providing advice that puts the clients’ best interests first. The provision of advice is overlaid with an in-depth understanding of the wealth objectives and taxation considerations.
We seek to preserve the real value of capital while prudently enhancing wealth over the long term. Our logo uses a stylised version of the Boag family crest to help represent the values of Royston Capital and our heritage, with each part of the family crest having a traditional meaning.
The Boag family arrived in Australia in the late 1800’s and established J. Boag & Son in 1881. The Brewery on the Esk River in Tasmania remains one of Australia’s most well-known, as does the high-quality beer. Through the success of family, the Boags have ensured a legacy that will span many generations.
Dedicated, experienced and knowledgeable, the Royston Capital team is committed to building long-term client relationships and Legacies for future generations through wealth management. Led by Director Chris Boag with over 20 years industry experience, we provide a range of coordinated services that is focused on delivering the best results for your individual needs.
Royston Capital operates a formal Investment Committee which is chaired by Chris Boag. Other committee members include Ofer Karliner and Victor Yeung.
Chris has been involved in the superannuation and financial services industry since 1998 as an analyst valuing defined benefit schemes to the provision of personal wealth advice to individuals and families. Chris has worked for Towers Perrin, Delloitte Touche Thomatsu, UniSuper, Godfrey Pembroke, ANZ Private Bank and Mutual Trust before establishing Royston Capital. Chris has a Master of Financial Planning, the highest qualification presently available in the financial advice industry.
Brad has been in the finance industry since 2012 and has been working as a Financial Adviser since 2015 specialising in holistic financial advice. Brad has extensive knowledge and enjoys providing advice on a diverse and complex range of financial matters. Brad has previously worked for MyLife Financial Planning and most recently was the Head Financial Planner for EL&C Baillieu’s Melbourne office. He has a Bachelor of Commence specialising in Finance and Financial Planning, is a member of the Financial Planning Association of Australia, the Tax Practitioners Board and holds the designation as a Certified Financial Planner (CFP). Outside the office, he enjoys spending time with his daughter Sloane, reading, cycling, and exploring new restaurants and cafes.
Ofer has over 20 years experience in financial markets including the last 10 working on equity valuation and portfolio management across listed and unlisted investments. Ofer is a Portfolio Manager at Magellan Financial Group. Prior to this he worked for the Colonial First State Global Listed Infrastructure Fund where he was the best performing analyst over 1, 2 and 3 years. He brings a wealth experience in finance, having worked in many different facets of the investment resulting in extensive interaction with management, government and operators of companies and assets.
Victor Yeung is the Chief Investment Officer of Admiral Investment Limited, where he oversees all investment programs of the firm. Before Admiral, Mr Yeung was Managing Director, Asia Pacific Securities of LaSalle Investment Management, where he managed the Asia Pacific portion of LaSalle’s Global Real Estate Securities program and its Asia Pacific analyst team. Mr. Yeung is the founder of Admiral Investment, and he commenced LaSalle’s Asia Pacific Securities operations. He was a research analyst with Morgan Stanley and a risk underwriter with American Express.