Seneca is a boutique investment management and private wealth advisory. We are a diverse team of experienced and highly educated professionals, responsible for the stewardship of over A$300 million, that has been entrusted to us by our clientele of high-net-worth families, successful private business owners, ambitious professionals, and discerning family offices.
Seneca was founded in 2016 by Luke Laretive, John Baillie, and Victoria Schepisi.
After decades working for large institutions, we became frustrated with the bloated cost structures, the archaic technology and the politics of navigating organisations that were inherently conflicted with the expectations and objectives of our clientele.
We designed our business from the ground up. The blank canvas allowed us to source best-in-class access to investment research, combine it with the latest technology solutions and deliver a level of excellence and personalisation not previously possible.
Since then, we’ve consistently evolved our client offering and added to our team to support our rapid growth.