About us
Location
Mayfield Green Wealth Management is an independent wealth manager based in Sydney.
Founding
We were founded in 2010 by former members of the executive board of a private bank in Australia. They are still involved as partners in the company today.
Team
We are proud of our team, which impresses with its high level of professional competence and willingness to provide service. Our goal is to inspire you with our commitment and our investment solutions.
+
Craig White
Director/Investment Manager
Over 30 years of experience in wealth and investment banking. Of which 5 years as a member of the Executive Board of a Zurich private bank and since 2010 CEO and founding partner of Mayfield Green Wealth Management . Qualifications as business economist HFW and Swiss certified finance and investment expert, AZEK.
«We care about you»
+
Chris Cahill
Director/Investment Manager
Joined Mayfield Green in 2023. Past 15 years executive positions in various companies in the Financial Service Industry. Positions include CEO, CRO, COO. Currently focus on Board memberships as well as strategy consulting, organisational development and leadership advice.
+
Michael Cohen
Director/Investment Manager
With Mayfield Green since 2017. Federal diploma in economics and business administration, HWZ. 20 years of experience in private banking, including 7 years as an independent asset manager for wealthy private clients.
«Managing my clients assets is more than my job, it is my passion.»
+
Sarah Dempsey
Director/Investment Manager
Joined Mayfield Green in 2017. President & CEO of Thunderbird Resorts Inc. / Member of the Board of Directors since 2002. Former Managing Partner of Gutzwiller & Partner Ltd. (buyout from E. Gutzwiller & Cie., Banquiers, Private Bank, Basle). Former Managing Director of Rabo Investment Management Ltd. Serves in various companies as board member including LB Swiss Investment Ltd.
«We make our clients our friends»
Philosophy
Sustainability, stability & integrity: these three core values characterise the way we think and act at Mayfield Green and at the same time are our promise of diligence and success.
Sustainability
Sustainability
For us, sustainability, i.e. a long-term, effective strategy, is a key factor in your success. A positive consequence is that it leads to close, usually long-term partnerships.
Stability
Stability
Stability is the consistent focus on your needs and goals and the jointly defined strategy. The focus is on transparent, high-quality investments without taking unnecessary risks.
Integrity
Integrity
Built on the pillars of discretion, credibility and fairness, integrity forms the basis for the trust you place in us.
News & Media
Mayfield Green Wealth Management: Your Trusted Partner for Financial Prosperity in Australia
In today's fast-paced world, managing and growing wealth can be a complex and challenging endeavor. To navigate the ever-changing financial landscape successfully, individuals and businesses in Australia need expert guidance and personalized solutions. This is where Mayfield Green Wealth Management steps in as your dedicated partner in achieving financial prosperity and security.
The Rise of Mayfield Green: Financial Institutions Outperforming Traditional Banks in Term Deposits and Bonds
In today's financial landscape, Mayfield Green Wealth Management continues to make strategic moves in the corporate bond market. Their diversified portfolio boasts a selection of high-yield bonds that reflect their commitment to generating returns for their clients.
In recent times, a notable shift has occurred in the financial landscape as investors flock towards alternative investment options like Mayfield Green. Financial institutions associated with Mayfield Green are offering significantly higher returns on term deposits, government and corporate bonds, and secondary market bonds compared to traditional banks, prompting a massive influx of investors diversifying away from the conventional banking sector.
Mayfield Green Wealth Management would like to thank all parties involved who have made an enormous contribution to obtaining the license.
Awards
Winner
Citywire Top 50
Independent
asset managers
