Behind Mason Stevens Outsourced CIO Asset Owners, Chief Investment Officers, 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, Leadership & Management, 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
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. Read More
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. Read More
Sustainable Investing in Asia Chief Investment Officers, ESG, Private Wealth, Women in Finance A passion for ocean conservation has led St. James’s Place’s Angelina Lai to be more involved in sustainable investing and she speaks to [i3] Insights how this applies to her role as Head of Division – Asia Investment. Read More
