Wholesale Clients and General Information Only
By clicking 'Agree' at the bottom of this page you are confirming that you are a wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth). You further acknowledge that the information on this website is of a general nature only and does not have regard to the particular circumstances, investment objectives or needs of any specific recipient. It is not intended to constitute investment advice nor a personal securities recommendation.
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Build Wealth That Endures

For Generations, Not Quarters.

Ginkgo Private is a boutique private wealth advisory firm serving a select number of wholesale investor families. We have a clear point of view on how wealth is built — and the conviction to act on it.

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avg. years experience per partner

CFP® · CPA

gold-standard designations held

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founding partners, all active advisers

Wholesale

only - by deliberate choice

Our Name

The ginkgo tree has survived unchanged for 200 million years — through ice ages, mass extinctions, and the atomic bomb at Hiroshima. It is the natural world's most enduring symbol of resilience and longevity. We chose this name deliberately. It is the standard we hold ourselves to in building wealth that outlasts markets, cycles, and generations.

Our Story

Ginkgo Private was founded in 2025 — not because the timing was convenient, but because after a combined five decades inside institutional funds management, Big Four banking, and boutique financial advisory, we finally had the experience, the clarity, and the conviction to build something we believed the Australian market genuinely needed.

We had each spent years working within larger organisations — observing what worked, what didn't, and what was consistently missing. The answer was always the same: genuine depth of relationship, institutional quality of thinking, and complete alignment of interest between adviser and client. These three things rarely existed together in one place.

Ginkgo Private exists to change that — for a deliberately small number of wholesale investor families who expect their adviser to think seriously, act with conviction, and be fully accountable for the outcomes.

What We Believe

We have a point of view on wealth management. Here is the short version.

Active management, not passive acceptance

Index funds guarantee average. We believe in doing the work to earn better.

Long-term compounding, not short-term wins

We measure success in decades. Portfolios are built to be held, not traded.

Conviction over dilution

True diversification across asset classes and vintage years - not 50 small positions that average out to nothing.

The People Behind Ginkgo Private

Team

Kam Yuen

CPA (FPS) | BCom USYD | 20 yrs
Funds management & investment committee background
Team

Eric Chen

CFP® | BBA/BCom Macquarie | 18 yrs
Big Four bank background | Industry award winner
Team

Max Zeng

CFP® | BCom USYD | 15 yrs
Portfolio management & technical research specialist
Meet Our Team
Meet Our Team
LEARN WITH US

Our thinking, straight to your inbox

Market insights, wealth strategies, and our latest perspectives — shared with you because we believe informed clients make better partners.
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No spam. No sales pitches. Just our genuine thinking — sent when we have something worth saying.

Who We Work With

Ginkgo Private is built for a specific kind of client. Not defined by a single number — but by a set of circumstances and expectations that we are uniquely positioned to serve.

Wholesale investors with a minimum investable portfolio of $1 million

We work best with clients who have meaningful complexity — multiple asset classes, family structures, tax considerations, or intergenerational planning needs. Clients starting at $500K with clear growth trajectory are also welcome.

Families thinking seriously about intergenerational wealth

Whether you are building, consolidating, or preparing to transfer wealth to the next generation — we are built for the full complexity of that journey.

Investors who want a genuine long-term advisory relationship

We are not the right fit for clients seeking transaction-by-transaction execution. We are the right fit for those who want a trusted partner who knows their full financial picture and thinks about it continuously.

Not sure if you're the right fit?

We are happy to have a no-obligation conversation. The first meeting is always our investment in understanding whether we can genuinely add value to your situation.

Start The Conversation

We work with a deliberately small number of clients. If you are a wholesale investor looking for an adviser who will think deeply about your wealth and act with genuine conviction, we would like to hear from you.

Contact
(02) 9411 6686
WeChatWhatsapp
Location
Suite 408, 10 Help Street, Chatswood NSW 2067
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