Australia

“Wealth management is about so much more than just the numbers, it’s about the people and what truly matters to them.”

Angus Mann

Principal, Wealth Advisory

Angus Mann specialises in advising high net worth individuals, ultra-high net worth families, and not for profit organisations on complex financial matters. He brings a sophisticated, evidence-based investment approach, providing strategic guidance across listed markets, private investments and wealth structuring. His experience includes working with some of Australia’s most prominent families and for purpose organisations, helping them navigate complexity with clarity, confidence and sound judgement.

His role often extends well beyond investment management. Angus works across intergenerational wealth planning, philanthropy and broader family governance, helping clients define the purpose behind their wealth as well as the strategy to support it. He is known for combining technical strength with a practical, considered approach that supports long term outcomes. In addition to private clients, Angus finds his work for Not for Profit organisations particularly rewarding, and understands the unique factors involved in providing stewardship for community-based institutions.

What underpins this work is the way Angus builds relationships. He works closely with his clients and invests significant time in understanding their circumstances, priorities and family dynamics. This depth of connection allows him to provide advice that is not only technically-sound but is genuinely aligned to what matters most to each client, positioning him as a trusted advisor across both family wealth and charitable capital.

Alongside this, Angus brings a strong commitment to knowledge and continuous learning. He is widely read, highly informed and deeply engaged in his field, with technical knowledge that extends beyond traditional wealth advice. This translates into advice that is clear, relevant and trusted.

Clients who work with Angus are often navigating complex financial decisions and competing priorities. He supports them by bringing clarity, structure and thoughtful guidance, helping to protect and grow wealth while ensuring it remains aligned to their broader goals, values and long term legacy.

The Facts:

Core Expertise

  • Wealth Creation and Accumulation Strategies
  • Family Office advisory
  • Wealth Protection
  • Investments / Investment Advice and Strategies
  • Philanthropy
  • Asset consulting to charitable organisations and corporate treasury
  • Estate Planning

Qualifications & Associations

  • Fellow, Chartered Institute for Securities & Investments (CISI)
  • Graduate Diploma in Applied Finance and Investment
  • Bachelor of Arts
  • Diploma of Financial Services (Financial Planning)
  • Member of the Responsible Investment Association of Australasia (RIAA)
  • Affiliate Member, Chartered Accountants Australia & New Zealand

Industries & Specialisations

  • High-Net-Worth and UHNW family groups and individuals
  • Not for Profit and For Purpose organisations
  • Family Offices

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