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Insights: Private Wealth

Time to Take Risk off the Table

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Tim Rocks, Chief Investment Officer, Evans & Partners

The Freedom of Private Wealth

Asset Owners, Chief Investment Officers, Private Wealth

Evans & Partners CIO Tim Rocks talks about the constraints and opportunities of the private wealth space compared to his days in the institutional sector

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Sally Auld, Chief Investment Officer, JBWere

JBWere Sees Shorter Cycles and Higher Volatility

Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance

Sally Auld joined JBWere as CIO in the midst of the pandemic. We discussed how she has adjusted the asset allocation to cope with increased volatility and the turmoil that is yet to come

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Serene Tan is the Head of Investment for Sun Venture

The Art of Asset Allocation

Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance

Strategic Asset allocation is at the heart of investment firm Sun Venture’s investment strategy, but before you set an SAA you need to understand the purpose, investment objectives and the drivers of the portfolio, Serene Tan says.

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Tim Peters, CIO, Walsh Bay Partners

Private Wealth with an Insto Flavour

Asset Owners, Chief Investment Officers, Private Wealth

Walsh Bay Partners is a private wealth group providing personalised service to its clients with an institutional flavour to its investment advice. [i3] Insights speaks with CIO Tim Peters about what this means in practice.

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Scott Haslem, Chief Investment Officer, Crestone Wealth Management

Bonds are Back

Asset Owners, Chief Investment Officers, Fixed Income & Credit, Private Wealth

Crestone Wealth Management’s Scott Haslem says it is time to rebalance fixed income allocations back to their long-term strategic weights, as bonds have a role to play again in protecting against a potential recession.

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Richard Williams, Chief Investment Officer, CH Warman Group

The Pitfalls of Alternatives

Asset Owners, Chief Investment Officers, Private & Alternative Markets, Private Wealth

Family office CH Warman established a fund of hedge fund program in 2015, but pulled the plug on it last year as correlations to equities spiked and returns proved lacklustre. We speak to CIO Richard Williams about the experience and some of the key learnings from this program.

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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