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High net worth Investment Insights

Thoughtful insights on investing, wealth and better decision making.

Our weekly thoughts on markets, portfolio construction, family wealth and the financial decisions that matter most.

Written for high-net-worth individuals and families who want clarity, not noise.

The worst performance fee structure I have ever seen

An Investment Memorandum (IM) for an infrastructure fund passed over my desk a few weeks ago. Most people find these…

What Investors Need to Know About Performance Fees

When you invest, the fees that you pay matter. It is really important to understand the fee structures of your…

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Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.