Royston Capital, established in 2013 as a carve out of a prominent Melbourne family office, draws on its rich family heritage and experience in private banking to provide tailored financial advisory services. Committed to fostering long-term client relationships and legacies for future generations, Royston Capital offers a range of coordinated services aimed at understanding clients’ financial goals, developing wealth-building strategies, and monitoring progress. With a focus on putting clients’ best interests first and adhering to the Code of Ethics set by the Financial Planning Association of Australia, Royston Capital prides itself on its privately owned and operated status.
Led by Director Chris Boag, a seasoned professional with over 20 years of industry experience, Royston Capital operates with a core set of values that prioritize client needs and objectives. The team, including members like Ofer Karliner and Victor Yeung, brings a wealth of expertise in financial markets, equity valuation, and portfolio management to deliver comprehensive financial advice. By combining in-depth knowledge of wealth objectives and taxation considerations, Royston Capital aims to preserve capital value while strategically enhancing wealth over the long term.
With a logo inspired by the Boag family crest, symbolizing tradition and values, Royston Capital embodies a legacy of success and commitment to excellence. The team, which includes dedicated professionals like Imogen and Brad, offers expertise in investment, insurance, and strategic wealth advice. Through a formal Investment Committee chaired by Chris Boag, Royston Capital ensures a holistic approach to wealth management, striving to provide the best results tailored to individual client needs.