Beneath the Canopy - March 2025

Robert Carson
Mar 1
4 min read

Updated: Apr 6

In this month's edition of "Beneath the Canopy"

Getting the message across - Rely on your long term strategy, not the next shiny new product.
Tired of empty promises? - Is your adviser delivering what they said they would?
The psychology of family harmony - Guest contributor, Dr Katherine Hunt posits that the psychology of a family has more influence over wealth longevity than tax strategy.
"Looking East" - Investment opportunities that have crossed my desk this month.

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Getting the Message Across

Establishing Canopy East was about getting the message to families - We are here to advocate for you, and make sure that in the complex world of family wealth management, you are getting the service that you need.

Yet there remains a huge lack of trust by the general public - from the core affluent to family office - of the wealth management and financial advisory industry. The families that I meet are finding themselves increasingly wary of the strategies and motivations that are being employed by the industry themselves. Yes...I said "increasingly", some 6 years after the conclusion of the Royal Commission into financial services misconduct.

At this time, families should be relying upon their long-term strategies and not be influenced by the next shiny new product.

Canopy East remain the advocates of the families we represent. Where doubt exists, please do not hesitate to get in touch, or pass on my details where you feel I can be of assistance.

Tired of Empty Promises

In today’s financial landscape, finding trustworthy advice can feel like navigating a dense forest without a compass. If you’ve ever felt stuck, unsure of where to turn for guidance, or suspicious about the motivations of financial advisers, you’re not alone.

"How bizarre, when it is the Psychology of the family which will determine wealth preservation through generations. Not tax." writes guest contributor, Dr Katherine Hunt

Dr Katherine Hunt is a psychologist, keynote speaker, financial planner, non-executive director and published researcher and academic, and has contributed this article exclusively for Canopy East

Guest Contributions

If you would like make a contribution to the monthly publication of "Under the Canopy" and reach the broad network of readers, please get in touch with Robert directly.

'Looking East': Investment opportunities

Not investment Advice

Private Markets continue to be the talk of the town, with ASIC releasing their white paper on the benefits and risks of private vs public markets investment opportunities. To some extent, this goes to some of my earlier comments. The lack of regulation is rightly or wrongly, allowing some loopholes to be opened up.

There is increasingly a realisation by issuers and bankers alike that sometimes, the best heads in the room are not sitting at the boardroom table, but are instead amongst the investor-base. I am increasingly feeling that the more this intellectual capital is leveraged by issuers, and greater the chances of success in the investment opportunity.

Which brings me to the opportunities I have been introduced to, or had updates from this month. (In no particular order).

"Project Cycle" - an undisclosed industrial recycling business is on the market, allowing the owner of more than 40 years to retire. With a hugely diversified revenue stream, they are looking for strategic buyers to take on the business.
Talaria Global Equity Fund - an update from the Melbourne-based global equity manager with a differentiated investment strategy and currently a high exposure to European equities.
Madigan Capital - An Australian commercial real estate debt manager with more than A$1bn invested for Australian superannuation funds and insurance institutions are bringing their funds to Australian families.
Apollo Asset Backed Finance- The soon-to-be-launched Australian version of their global Asset Backed Credit Trust, a diversified exposure to secured private credit through lending to consumers and corporates alike.
Arbor Capital- An update from the investment firm that provides patient capital to private, growth focussed businesses who are predominantly cash-flow positive and have a long time horizon.
Tidal Ventures - An Australian AI-focussed Venture Capital firm, currently in capital-raise mode.
West Street Private Infrastructure- A global mid-market infrastructure opportunity, focussing the four themes of energy transition, digital infrastructure, transportation & logistics and the circular economy.
Remara Credit Partners- A credit platform with risks dialled up and down depending on the needs of the investor. From the at-call cash management fund to the higher risk Credit Opportunities fund, they look at a broad cross-section of the private debt markets.
Munro Partners - An update from the Melbourne-based global managers who's investment thesis is firmly planted with Climate, Infrastructure, Security, AI, Innovative Health and Digital Media.