Wealth Management Services

Securing Long-Term Prosperity for Gold Coast's High-Net-Worth Individuals

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As a leading wealth management firm, EC Pohl & Co. has been serving the unique financial needs of high-net-worth individuals and families on the Gold Coast region for over three decades.

With a reputation for delivering exceptional investment performance and personalised wealth management strategies, we are proud to be one of the premier asset management firms in Australia.

Who Are Our Clients?

The clients that partner with EC Pohl & Co. are typically high-net-worth individuals and families who have accumulated significant wealth through successful business ventures, professional careers, or inheritance. Many of them are:

  • Entrepreneurs and business leaders who have built thriving companies
  • Executives and professionals earning high incomes
  • Retirees with substantial investment portfolios and real estate holdings
  • Multigenerational families managing complex financial affairs

These clients often have diversified investment portfolios, multiple properties, business interests, and intricate estate planning needs. They seek a wealth management partner who can provide sophisticated investment strategies, specialised tax and accounting guidance, and personalised financial planning to help preserve and grow their wealth.

EC Pohl & Co. - Your Wealth Management Firm on the Gold Coast

The Gold Coast, renowned for its stunning beaches, lush hinterland, and vibrant lifestyle, is home to a thriving community of successful entrepreneurs, business leaders, and affluent retirees. Their investment portfolios are likely diversified across various asset classes. At EC Pohl & Co., we understand the unique challenges and opportunities that come with managing wealth. Our local team of wealth management professionals brings deep expertise and a nuanced understanding of the regional market, enabling us to craft tailored solutions that address the specific needs of our clients.
  • Proven investment philosophy

    Our investment philosophy is anchored in the belief that the underlying economics of a business drive long-term investment returns. We seek to achieve above-average returns over the long term by investing in companies that are strong, sustainable, and dependable.
  • Rigorous investment process

    The portfolios we offer our clients are constructed from sustainable, quality growth companies listed on the ASX. Our proprietary investment process filters for investment-grade companies by assessing metrics such as historical sales growth, return on equity, and interest cover. This ensures the companies we invest in meet or exceed our stringent requirements.
  • Diversified portfolio options

    We offer three investment portfolio types to cater to the diverse needs of our clients:
    1. Australian Listed Shares: Focused on diversified Australian equities, this portfolio is suited to investors seeking specific exposure to the Australian share market.
    2. Balanced: With a balanced asset allocation across Australian equities, international equities, listed property trusts, and cash, this portfolio is suitable for investors with lower risk tolerance.
    3. High Growth Portfolio: Comprising both Australian and international listed shares with high growth potential, this portfolio is best suited to investors seeking higher returns and can manage the associated risks.
    By providing these tailored portfolio options, we empower our clients to select the investment strategy that best aligns with their long-term financial goals.
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GROUP FUNDS UNDER MANAGEGEMENT
$ 0 M
ON BEHALF OF SOPHISTICATED INVESTORS
$ 0 M
HAPPY CLIENTS
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1st Quartile Performance
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Wise Guidance

Our Gold Coast Office & Team

Our dedicated wealth management office on the Gold Coast is staffed by a team of highly experienced professionals who are passionate about helping high-net-worth individuals achieve their financial aspirations.

Led by our Gold Coast-based managing director, Dr Manny Pohl, our local team brings a wealth of industry knowledge and a deep understanding of the regional market. With qualifications ranging from Certified Financial Planners (CFP) to Chartered Accountants (CA), our advisers are committed to providing you with the highest level of personalised service and expertise.

Dr Manny Pohl AM

Chairman and CIO

Manny has over 35 years experience in investment. He founded Hyperion Asset Management in 1996 and was it’s CEO, Managing Director and Investment Committee Chairman until 2012. Manny is also a member of the South African delegation to the Annual Meeting of the Board of Governors of the World Bank and the International Monetary Fund. With this level of ambition, it’s unsurprising Manny also has a black-belt in Karate and enjoys action novels!

Scott Barrett

Chief Financial Officer

Scott is a Chartered Accountant with finance and business management experience in multinational groups as well as inter-generational family businesses. He is the Chief Financial Officer and Company Secretary for EC Pohl & Co as well as for three ASX listed businesses - Flagship Investments Ltd, ECP Emerging Growth Ltd and Global Masters Fund Ltd. After-hours, Scott can be found outdoors with his family, in the bush or at the beach, enjoying the best the Gold Coast has to offer.

Gabrielle Short

PA to CEO

Gabrielle has been in the industry for 30 years and has worked directly and indirectly with Manny for over 15 years.  Gabrielle, serves as PA to Manny as well as providing the vital office administration that keeps EC Pohl & Co humming.  IMA clients visiting the office will have no doubt met Gabrielle, just don't get her started talking about rugby, unless you're an All Blacks supporter!   Gabrielle cares deeply about the fundamentals of our business and is always lending a hand to staff and clients. 

Keiko Iwano

Client Administration Manager

Keiko first started working with Manny in 1996. In her role as Client Administration Manager she is the first point of contact for our IMA clients and ensures the harmonious administration of our back-of-house services. When she's not looking after our clients, she and her husband can be seen walking together and exploring the great outdoors or spending time with their now grown son. Punctilious and efficient to her very core, Keiko has been an essential component to our long-standing client relationships.

Julia Czaus

Client Administrator

Julia Czaus joined EC POHL & Co as a Client Administrator in April 2019. She holds degrees in economics and law coupled with an extensive practical and proven background in Financial Services, Accounting, and Administration. Julia’s experience includes roles as an investment portfolio administrator, tax accountant, lawyer and early in her career personal assistant to the CEO of Volvo European division. Julia is known for her dedication, professionalism, tenacity and ability to work effectively under pressure. She possesses strong analytical and problem-solving skills and is proficient in sophisticated software applications. Julia has a fondness for travelling in Asia and Europe but she particularly enjoys road trips in Australia and finding secret hideaways. Julia's source of inspiration is being connected to nature either in the mountains or on the beach. She is passionate about self-improvement, personal growth and human connection.

Richard Obree

Investment Systems Analyst

Prior to joining EC Pohl & Co, Richard has spent 20 years in IT Management Consulting roles within the UK, South Africa and Australia.  His experience spans industries including financial services, oil and gas, mining and retail with corporate clients, large consultancies, and start-ups. Richard holds an MBA, a Bachelor of Business Science (Hons) in Information Systems and a Postgraduate in Investment Analysis and Portfolio Management. In addition to his professional achievements, Richard is an enthusiastic mountain biker, ultramarathon runner, seasoned hiker, and accomplished sailor.

Larissa Tedesco

Marketing Manager

Larissa is a marketing specialist with a strong digital focus and over a decade of expertise in the retail and finance sectors. She brings in her background in Hospitality and Business Management, complemented by a Marketing Diploma and international business. Larissa brings a customer-centric perspective to her strategic endeavors and is passionate about sustainability. In her free time she can be found climbing boulders and enjoying the ocean with her family.

Why Partner With Us?

By partnering with EC Pohl & Co. for your funds management needs, you can enjoy the peace of mind that comes with knowing your assets are in capable hands, strategically positioned for growth and protection. Our key differentiators include:
  • Proven track record of delivering strong investment performance for our clients
  • Tailored, comprehensive wealth management strategies that address your unique financial requirements
  • Access to institutional-grade investment opportunities and a global research network
  • Dedicated team of local professionals with unmatched expertise
  • Commitment to transparency, integrity, and the highest client service standards
Whether you are a successful business owner, a high-earning professional, or a retiree with a substantial asset base, EC Pohl & Co. is the trusted wealth management partner you can rely on to help you navigate the complexities of managing your finances.

Testimonials

To discuss how EC Pohl & Co. can assist you with your asset management needs, please don’t hesitate to contact us. Alternatively, schedule a visit to our office on the Gold Coast, and let’s explore how we can elevate your wealth potential.
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