Common mistakes I see in high net worth portfolios

In my experience, most high net worth portfolios do not look how you might expect. Given the substantial asset sizes,…

Investing doesn’t have to be intimidating: join my masterclass

If you know me, you’ll know I’m passionate about investing — it’s something I’ve loved for decades. Over the years,…

Tactics vs strategy — and why you might need both in 2025

So, the first quarter of 2025 has proven to be a bit of a wild ride… Not that wild, I’d…

Why portfolio correlation matters more than most investors realise

Correlations matter. Last week, I conducted a one-off portfolio review for a client, a highly experienced and accomplished self-directed investor.…

2024: It’s a wrap

Today I wrapped up the last of my end-of-year client review meetings. This is my favourite time of year as…

Why high net worth investors need an investment philosophy

One of the biggest challenges in high net worth investing is not a lack of opportunity. It is the opposite.…

Key insights from the family office investment forum

Last week, I attended the Family Office Investment Forum, organised by The Global Investment Institute. It was a brilliantly executed…

Why high net worth investors should know about investment bonds

In investing, I always like finding a hidden gem – a product or structure not everyone knows about. Most high…

Empowering wealth: how financial education fuels HNW families’ success

Investing is my passion, but the industry is often filled with acronyms and complexity, making it hard for outsiders to…

When compounding goes wrong

Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who…

How easy (or not) is philanthropy?

We typically don’t feature guest posts on HNW Insights, but philanthropy is a cause we deeply care about. Giving back…

Essential tips for evaluating endowment funds

Endowment funds are very popular with high-net-worth investors and family offices. The name evokes images of Ivy League colleges, old…

What does winning mean to you?

One of the things I love most about my job is the chance to meet so many smart and interesting…

Decoding investment manager performance: insights from the latest data

A couple of weeks ago, the latest SPIVA data was released on the performance of institutional fund managers in the…

Thoughts from the markets group private wealth forum

Last week, I attended the Australian Private Wealth Forum hosted by Markets Group. The event offered a well-balanced mix of…

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High net worth Investment Insights

Common mistakes I see in high net worth portfolios

Investing doesn’t have to be intimidating: join my masterclass

Tactics vs strategy — and why you might need both in 2025

Why portfolio correlation matters more than most investors realise

2024: It’s a wrap

Why high net worth investors need an investment philosophy

Key insights from the family office investment forum

Why high net worth investors should know about investment bonds

Empowering wealth: how financial education fuels HNW families’ success

When compounding goes wrong

How easy (or not) is philanthropy?

Essential tips for evaluating endowment funds

What does winning mean to you?

Decoding investment manager performance: insights from the latest data

Thoughts from the markets group private wealth forum

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