Murdoch Gatti

York Wealth Management

Silver
18 Yrs Experience
Lane Cove North, NSW 2066

Wealth Management for High-Net-Worth Australians & Sophisticated Wholesale Investors | Investment Advisor | Stock Broker | Financial Planner | Podcast Host: The Rate of Change

Murdoch Gatti is the Founder and CEO of York Wealth Management, a boutique independent firm based in Sydney (with a Brisbane presence) dedicated to personalised, comprehensive wealth management for high-net-worth and ultra-high-net-worth Australians, as well as sophisticated wholesale investors and family offices.

With more than 20 years’ experience across financial services and capital markets, Murdoch has held senior advisory roles at respected institutions including Shaw and Partners and HiFX (now OFX). This background has equipped him with deep, practical expertise in portfolio construction, public and private markets, foreign exchange, capital markets execution, and complex financial structuring.

At York Wealth, Murdoch delivers an unconstrained, macro-driven investment approach delivered through a disciplined core-satellite framework. Portfolios are custom-designed around each client’s unique objectives, time horizon, risk profile, and broader life circumstances. Capital is allocated flexibly and on merit across global asset classes, high-quality specialist managers, and carefully selected private opportunities — including private equity, direct property, and private credit — where they enhance risk-adjusted outcomes and diversification.

Murdoch’s overarching focus is the safeguarding, growth, and seamless transfer of generational wealth. He integrates strategic and tactical investment management with broader advisory services such as asset protection strategies, tax-efficient structuring, capital markets support, and thoughtful long-term succession planning. Many clients engage him as their trusted central adviser — a single point of coordination who proactively addresses complex, interconnected financial challenges and provides clear, ongoing guidance across their full financial ecosystem.

This client-centric philosophy is reflected throughout York Wealth’s practice: institutional-grade platforms, rigorous governance, and a commitment to transparency ensure every decision remains aligned with client goals as markets and personal circumstances evolve. The firm’s unconstrained structure means recommendations are driven purely by merit.

Murdoch holds a Master of Commerce (Finance), a Diploma of Financial Planning, and maintains full RG146 compliance. He is also the host of the well-regarded The Rate of Change podcast, where he interviews leading investors, fund managers, and macro thinkers on the forces shaping long-term wealth creation, market cycles, and capital deployment strategies.

Outside the office, Murdoch prioritises an active family life with his wife and their two young children. He makes the most of Australia’s outdoors through travel, surfing, boating, and 4WD adventures.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

York Wealth Management offers flexible, transparent fee arrangements tailored to each client’s needs and the scope of advice.

Most clients are served on an ongoing portfolio-based fee aligned to the assets we manage. This covers comprehensive portfolio construction, risk management, ongoing investment strategy, and proactive advice.

Equity transactions are charged on a brokerage basis per transaction. For wholesale and family office clients, we generally do not charge upfront fees for initial advice or documentation. Where an initial Statement of Advice (SOA) is required, a fixed fee may apply.

For certain private opportunities or transactions, we may receive fees from the issuer, borrower or lender. Where applicable, these arrangements are disclosed in advance and managed in accordance with our regulatory obligations.

All fees are fully disclosed in advance and managed with complete transparency.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2008
  • Years of experience 18
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

York Wealth Management

Suite 14, 557-561 Mowbray Rd W
Lane Cove North, NSW 2066

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ad Advisory Services

AFSL 237058