Team
Relationship built. Data focused. Understanding what matters and delivering without compromise. The RiverX Investment Management team are a diverse team with eclectic investment management experience across Wealth Management, Corporate Advisory and Commercial Real Estate.
Ideology
Our investment philosophy.
Our belief is that by actively managing alternative assets, we can achieve exceptional risk-adjusted returns by capitalising on market inefficiencies.
Protect the downside
Our approach is to thoroughly comprehend potential downsides before making investments and to mitigate risks through a series of meticulous processes.
Stick to your knitting
While we acknowledge that achieving expertise in all asset classes may not be feasible, we are dedicated to becoming specialists in niche alternative assets.Â
Follow the process
Our investment process is methodical and consistent, focused on identifying opportunities in inefficient markets through research, data analysis, risk assessment, and ongoing monitoring.
Invest with patient capital
Consistently achieving superior returns across market cycles reflects our commitment to delivering exceptional results. Our strategies are designed to excel in diverse economic conditions.
Kieran Berry
CEO | Managing Director
Kieran is the founder of River X Investment Management, one of Australia’s fastest-growing independent wealth management firms. Since the firm’s inception in 2023, Kieran has scaled River X to serve over 2,000 clients, overseeing a substantial and rapidly expanding pool of funds under management (FUM).
With more than a decade of frontline experience across domestic and international markets, Kieran has personally invested in and advised on multiple asset classes spanning traditional equities, fixed income, property, venture capital, private equity, and alternative assets. His investment philosophy is anchored in independence, client-centricity, and best-of-breed asset selection, that allow clients to achieve their goals and objectives—principles that continue to define his career as both a business owner and professional investor.
Before launching River X, Kieran built and scaled his wealth management businesses within Shaw and Partners, consistently ranking among the firm’s top advisors. These foundations, combined with his entrepreneurial drive, paved the way for River X’s creation: a next-generation wealth firm built by advisors, for clients.
The firm’s mission is to incorporate sophisticated and exclusive investment solutions into each client’s broader wealth creation strategy—whether navigating a liquidity event, managing an inheritance, or investing for future generations—delivering bespoke planning and structuring advice that aligns with their lifetime goals and objectives.
A self-made entrepreneur and investor, Kieran’s journey is defined by vision, resilience, and execution. His extensive network across the wealth ecosystem continues to unlock strategic partnerships, unique deal flow, and innovative strategies that deliver long-term value for both clients and advisors alike.
Phil Hand
Head of Private Wealth
Phil has over 30 years experience in Global Wealth Management working for top tier financial institutions in Australia, Channel Islands and the United Kingdom.
Prior to joining River X Investment Management, Phil was an Executive Director and the COO of Morgan Stanley Wealth Management Australia. There he oversaw the  governance of the business and was responsible for implementing their strategic initiatives. Phil was also the State Manager for NSW and Queensland during his time with Morgan Stanley, where he was responsible for Client Advisers growth and supervision. Phil spent 14 years with UBS AG, initially in Jersey before relocating with his family to Sydney in 2007. Phil started at UBS as a Client Adviser before moving on to running teams of Advisers covering private wealth, intermediaries and family offices.
Kim Anstis
Head of Risk & Compliance
Kim Anstis is a senior financial services executive with over 20 years’ experience in banking and wealth management, specialising in operational leadership, governance, and adviser enablement. She has held key roles at NAB, including Director of Ultra High Net Worth and Manager of the Wealth Associates Centre of Excellence where she led national teams supporting sophisticated investors and advisers.
Kim also served on the board of NAB’s captive insurance subsidiary, contributing to strategic oversight and regulatory alignment. Her expertise spans scalable service delivery, post-merger integration and capability uplift, underpinned by a dual degree in Law and Business Administration. Kim brings a pragmatic, outcomes-focused approach to investment operations, aligning service models to strategic goals and delivering high-performance solutions across the wealth ecosystem
Our Adviser Team
Patrick Hoult
Adviser | Private Wealth
Experienced Private Wealth Adviser with expertise in financial planning, investment strategy, and risk management. Skilled in building long-term client relationships and delivering tailored, compliant solutions. Strong analytical, communication, and problem-solving abilities to navigate complex financial landscapes. Passionate about helping clients achieve financial goals and committed to continuous innovation.
Ben Ross
Ben Ross is an experienced adviser at River X, bringing a unique blend of elite sporting discipline and real-world resilience to the advisory landscape. Prior to transitioning into financial services, Ben enjoyed an outstanding professional sporting career as an Australian rugby league player, competing at the highest levels of the game.
A Queensland State of Origin representative, Ben played more than 170 first-grade games in the National Rugby League, including premiership success with the Penrith Panthers in 2003, and strong stints with the St. George Illawarra Dragons, Cronulla-Sutherland Sharks, and South Sydney Rabbitohs. Known for his physicality, determination and team-first mindset on the field, he consistently delivered under pressure — qualities that now inform his approach to client advisory.
At River X, Ben works closely with individuals, families and professionals to develop wealth management strategies that align with their long-term aspirations. His priority is to empower clients with clarity, confidence and a disciplined framework for achieving financial goals — drawing on the same mental toughness and teamwork ethos that underpinned his sporting success.
Ben’s commitment to community, personal growth and high performance makes him a valuable partner to River X clients seeking a grounded, steadfast and strategic advisor.
Damien Stone
Damien Stone is an experienced adviser with a strong background across fixed income, private credit and commercial real estate. At River X, he works with sophisticated investors to construct income-focused portfolios designed to deliver capital stability, attractive risk-adjusted returns and disciplined downside protection.
Damien brings a commercial edge to his advisory work, drawing on extensive experience in property investment and capital structuring. He focuses on senior secured private credit, real asset-backed lending and commercial real estate opportunities across office, industrial and alternative sectors.
An accomplished entrepreneur, Damien has founded, scaled and successfully exited multiple businesses across Australia and Asia. Damien’s combination of capital markets expertise and real-world business leadership enables him to provide pragmatic, strategic advice to high-net-worth individuals, business owners and family groups seeking sophisticated income solutions.
Ben Hazlett
Ben is a dedicated financial adviser with a passion for helping clients build stronger, more resilient financial futures. Based in Sydney, Ben holds a Graduate Diploma in Personal Financial Planning and has achieved Certified Financial Planner (CFP) accreditation, reflecting his commitment to the highest standards of professional advice.
With a background in private banking and a deep understanding of wealth management principles, Ben brings practical insight and a client-centric approach to every engagement. He specialises in creating tailored financial strategies that align with clients’ long-term goals, balancing wealth accumulation, risk management, and life-stage planning.
At River X, Ben plays a key role in advising high-net-worth individuals and families, drawing on both technical expertise and a genuine desire to see his clients succeed. His thoughtful, evidence-based advice and strong communication skills make him a valued partner in clients’ financial journeys.
Edward Jones–Bateman
Adviser | Private wealth
Edward is a seasoned professional who manages portfolios for high-net-worth clients. Specializing in equities, private credit, private equity, venture capital, and commercial real estate, Edward brings a finely tuned investment approach that considers both macro and micro-economic trends.
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Edward’s dedication to transparency is a cornerstone of his practice. He believes in keeping clients well-informed by consistently communicating market conditions, news, and global financial data. His top priority is always risk-management.
Mitchell Finn
Adviser | Private Wealth
Mitch is a trusted adviser to HNW families, business executives and charitable organisations to preserve and grow their wealth. His specialisations include providing advice on tailored investment mandates, strategic/tactical asset allocation, alternative investments, domestic and international equities and managing liquidity events. Mitch holds a Bachelor of Business (Applied Finance & Marketing) from the University of New England, including RG146 and Derivatives Levels I and II accreditation.
Joel Threadgold
Adviser | Private wealth
Bringing extensive expertise across diverse asset classes, Joel is a seasoned investment adviser committed to providing unparalleled service. With a steadfast duty of care, he prioritizes clients’ best interests. Leveraging years of experience, Joel navigates the intricacies of financial markets to guide clients towards informed and strategic investment decisions. Meticulously curating the finest available options, he fosters relationships built on trust and excellence, ensuring optimal outcomes for clients’ financial well-being.
Steve Rogers
Adviser | Private Wealth
Steve has over 10 years experience working in the finance sector specialising in Retail and Wholesale investment portfolios, corporate finance, SMSF’s and the ability to tailor appropriate investment models for a large variety of clients to meet their goals and objectives. Steve is known for his excellent communication and customer service professionalism and care which was largely evident by the amount of clients that followed him to RiverX.
Outside of work Steve prioritises family and fitness and has been investing himself since he was 16 years of age.
Christopher Gerace
Adviser | Private Wealth
Christopher specialises in serving high-net-worth and wholesale clients. He combines deep financial acumen with a tailored, strategic approach to wealth creation and preservation. Chris delivers sophisticated solutions—spanning asset allocation, risk management, tax structuring, and investment advisory—designed to align with clients’ long-term objectives. His commitment to integrity, responsiveness, and excellence ensures trusted partnership in every engagement.
Thomas Hyde
Associate adviser | Private Wealth
Thomas is an Associate Adviser. Thomas assists in the development and delivery of tailored financial strategies for clients. He is actively involved in supporting the management of client portfolios, research, and preparation of advice documents, ensuring a seamless and professional client experience. Thomas is currently completing a Bachelor of Business, majoring in Finance, and will also undertake his Graduate Diploma of Financial Planning as part of his journey toward becoming a qualified Financial Adviser with RiverX. He is dedicated to building strong client relationships and is valued for his attention to detail, reliability, and commitment to helping clients achieve their financial objectives.
Jackson Nelson
Associate adviser | Private Wealth
With a rare blend of elite athletic achievement and diverse professional experience, Jackson Nelson brings a strategic, people-centred approach to client engagement at River X. A former AFL midfielder with the West Coast Eagles and North Melbourne Football Club, Jackson competed at the highest level of Australian sport, where resilience, teamwork and performance under pressure were non-negotiables.
Across business development, human resources, coaching and event management, Jackson has helped grow teams, strengthen culture and deliver impactful outcomes. He focuses on building trusted, long-term partnerships grounded in authenticity, integrity and shared success.
Driven by a high-performance mindset, Jackson combines thoughtful communication with innovative problem-solving to create exceptional client experiences. His collaborative leadership style and commitment to excellence help clients navigate financial opportunities with confidence, while contributing to River X’s culture of growth, performance and meaningful impact.
Jessie Harding
Assistant to CEO
Jessie provides dedicated support to CEO Kieran Berry, bringing extensive experience in executive assistance, corporate operations, and client relationship management. She delivers high-level organisation, professionalism, and confidentiality, and plays a key role in supporting the CEO and ensuring the smooth running of leadership operations.
Jessica Wu
Associate
Jessica is an associate with a strong foundation in investment and data analytics. She holds a Master of Commerce from the University of Sydney, specialising in Business Information Systems and Data Analytics for Business. At River X, she focuses on accurately recording and maintaining database while supporting the team. Her precision and collaborative mindset help ensure smooth processes and timely, reliable information sharing across the organisation.
Amber Wang
Business Analyst
Amber is a driven professional with a strong foundation in business analysis and financial services. She earned her Bachelor of Commerce from the University of Melbourne and her Master of Actuarial Studies from the Australian National University, gaining expertise in financial mathematics, risk management, and data analysis. She has been delivering prompt and professional support in Business Analysis, collaborating closely with our advisors, Operations, and Compliance Divisions to optimize processes, identify improvements, and provide actionable insights that drive business decisions.
Adler Wang
Desk associate
Adler excels in early-stage investment, with extensive experience analysing projects across cutting-edge technology and scientific domains. She leveraged expertise honed at leading securities and venture capital firms in China. With a Master degree in Finance from the University of Melbourne, she developed strong analytical, research skills. At River X, Adler applies passion for global investment, and demonstrates unwavering commitment to exceptional client service.
Grace Rogers
Client services officer
Grace Rogers works alongside Steve Rogers to deliver operational excellence and high-end service to retail clients. Focused on financial planning, holistic advice, and wealth creation strategies, Grace ensures clients’ goals are translated into tailored solutions. With a strong commitment to detail, efficiency, and client-centric service, she plays a pivotal role in creating structured, long-term strategies that support lasting prosperity and generational wealth.
Oliver Abrahams
Marketing Specialist
Oliver is a Marketing Specialist who plans, coordinates, and executes campaigns to promote products and services while identifying new market opportunities. With a strong background in market research, data analysis, and digital content management, he helps businesses generate leads and strengthen their brand presence. Oliver’s expertise spans social media management, content creation, and the development of advertising campaigns, where he works closely with internal teams to deliver measurable results.