Diversification at the Todd Family Office Asset Allocation & Strategy, Chief Investment Officers, Private Wealth The investment portfolio of the Todd Family Office needs to cater not only for the risk appetite of the family members, but also for the need to diversify away from assets held directly Read More
Customisation Through Alternatives Private Wealth Norman Zhang joined Koda Capital at the end of last year as CIO. We caught up with Zhang to discuss some of the differences between the private wealth sector and the industry super funds he previously worked at and also delved into Koda’s emphasis on alternative investments Read More
Managing the Magnificent Seven Asset Owners, Equities, Private Wealth, Women in Finance The Magnificent Seven’s dominance of international equity returns have caused headaches for fund managers. We spoke to Perpetual Private’s Lydia Kav about what this means for multi-manager portfolios Read More
Behind Mason Stevens Outsourced CIO Asset Owners, Private Wealth, Women in Finance We spoke to Mason Stevens CIO Jacqueline Fernley about some of the key considerations behind the platforms new suite of investment strategies Read More
Real Estate Popular Among APAC Family Offices Private Wealth, Real Estate APAC family offices have been increasing their cash holdings and are looking to real estate as the most likely place for deployment of capital Read More
Time to Take Risk off the Table Asset Allocation & Strategy, Private Wealth With the steep rise in bond yields in recent months, investors might be able to take some risk off the table, Morgan Stanley’s Alexandre Ventelon says Read More
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 Read More
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 Read More
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. Read More