James Best

My current role started in June 2024, where I joined MaxCap Group to form part of their Private Wealth team. MaxCap is renowned as one of Australia's leading Commercial Real Estate Debt providers, with over $21bn deployed across originated and managed investments, and c.$7bn in FUM. As part of the Private Wealth, Asset Management Division, my core responsibilities involve managing wholesale investors with an average investment size of AUD$500k-$1m.

Over the past 12 months, I have facilitated client investments ranging from $100k-$50m. I deal with client investments via structures such as; SMSF, Company, Trust, Join Account or Personal Accounts for both domestic and internationally based investors. My interest in Business, Finance, Investments, and Economics stems back to 2016, where I attended the University of Oxford summer school (Economics Course), which focussed on macroeconomic and microeconomic policy integration and global/domestic impacts, such as Brexit (at the time), including shock absorption policy measures.

From there, I decided to broaden my education with courses from institutions such as; RG146 – Financial Advice – Kaplan Financial, Harvard Business School Online (Technology Entrepreneurship: Lab to Market, Business/Commerce), Harvard Business School Online (Exercising Leadership: Foundational Principles, Organizational Leadership), Stanford University Online (Innovation and Entrepreneurship), In addition to broadening my education, I have worked in client facing industry roles for 6+ years. I'm looking to take the next step in my career, and remain open to a new and exciting challenge - a step change in my career - an opportunity, where I can take my transferable skills into a dynamic organisation in order to further enhance, learn, and develop my skills while contributing to a successful team environment.