Fredrik has over 28 years of experience in global markets having worked in advisory roles in London and Sydney. His international career began at Sedgwick, as a Lloyd’s of London reinsurance broker in 1996 before relocating to Sydney in 2003 to set up the Guy Carpenter Sydney office.

Transitioning into Wealth Management in 2006, Fredrik spent 15 years at UBS, Goldman Sachs and Bell Potter Securities. At these firms, Fredrik specialised in providing investment management solutions for Family Offices and UHNW clients, regularly travelling to London, New York, LA and Singapore to source the best of breed fund managers from around the globe.

Prior to founding Cape Horn Capital, Fredrik joined Tribeca Investment Partners and successfully set up Tribeca Private and lead their Wealth Management division.

Fredrik was born in Sweden and spent his early childhood in Stockholm, before relocating to London where he was educated at St Paul’s School, London and he holds a Bachelor of Economics (Hons) from the University of Southampton, UK. He is a keen sailor, having competed at an Olympic level in the mid 1990’s, and continues to compete in the sport at national and international regattas.

Fredrik is a keen art follower and was the Chairman of Art Month Sydney, a not-for-profit festival promoting contemporary art in Sydney.

Judie is based in Melbourne, currently pursuing a Bachelor of Commerce with a major in Finance at the University of Melbourne, while working part-time at Cape Horn. With a solid foundation in both finance and technology, she brings a unique perspective to her role, combining her expertise in financial analysis with a keen interest in technological innovation. Fluent in both English and Mandarin Chinese,

Judie has gained valuable experience in the financial sector through her previous roles in market research and brokerage services at Sinolink Securities in Shanghai. Her international exposure, coupled with her academic background, enables her to bring a global outlook to her work.

At Cape Horn, Judie plays a key role in monitoring our fund manager universe, conducting in-depth analysis of investment opportunities, and supporting senior advisors in the development of investment strategies. Her research spans a wide range of funds and stocks, providing critical insights that inform our decision-making process.

In addition to her analytical skills, Judie has been a driving force behind the integration of technology within the firm. She has played an instrumental role in embedding AI-driven solutions into our Wealth Management practice, enhancing both the efficiency and effectiveness of our investment strategies.

Luca Welti is based in Switzerland at the University of St. Gallen, one of the most prestigious economics universities in Europe.

Luca assists in various projects and investments. His responsibilities include conducting market research, analyzing financial data, and supporting senior advisors in developing investment plans. His fluency in German, English, and French, along with conversational Italian, allows him to provide tailored support and build strong connections with clients from various linguistic backgrounds.

Having access to a broad network of people around the University and in Europe, Luca's role is pivotal in partnering with one of Europe's leading business universities, enhancing our academic collaborations and integrating cutting-edge research into our investment strategies. This includes embedding AI into our Wealth Management practice.

Luca grew up with a family focused on motorsports, with his father being a racing driver and later Formula 1 team manager for multiple years. He began playing tennis at a young age and started giving lessons by 14, showcasing his early ambitions and dedication.

David Thomas is well known in the Asia Pacific region as a China Expert with a wealth of experience in financial services, business and investment.

With a 40-year career living and working in London, Hong Kong and Sydney, David has provided advice, support and guidance to both western, specifically Australian, and Asian entrepreneurs, investors and business leaders as they navigate the challenges, barriers and opportunities of doing business and investing together.

David has organised and led numerous trade missions and study tours, including the annual Australian mission to the Asian Financial Forum in Hong Kong, BRIC (Brazil, Russia, India, China) Study Tours for investment professionals, and business and trade delegations to China.

As a well-known speaker, influencer and business leader in the Australia-China investment and trade relationship, David holds a number of prestigious and high-profile appointments, including:

•  President of the Australia China SME Association

•  Former Vice President of the Australia China Business Council of NSW

• Honorary Adviser to the Australia China Economic Trade and Cultural     Association

•  Chairman of Australia China Business Week

•  Board Member of the Australia China Friendship and Exchange Association

• Australian Alumni of the inaugural Cheung Kong Graduate School of     Business CEO Program

•  Australian Thought Leaders Expert of the Year 2009