What high net worth investors can learn from the Australian Retirement Trust debt default

Last week, it came to light that Australian Retirement Trust (ART), the country’s second-largest super fund, has defaulted on AUD$457…

August reporting season wrap – a bit of a wild ride

Hooray! It’s over! August reporting season is done. Normally, I wouldn’t write about it, as it’s often pretty vanilla, but…

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,…

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…

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…

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…

Market dip or downturn: what’s going on in markets

So, markets have been behaving weird this week. It all started on Friday night with the US jobs report revealing…

2024 market insights: a mid-year review and outlook

This year is flying by fast! I cannot believe we are already halfway through 2024 and steadily marching towards 2025…

5 tricks that investment managers use to hide their performance

The key to evaluating an investment manager is to try and figure out how they will actually handle your money.…

Is profitability overrated?

It’s easy to spot when a company is preparing to go public: their brand suddenly appears on every bus stop,…

When a fee structure is a conflict of interest

As an Outsourced Chief Investment Officer (OCIO) for high-net-worth families and individuals, I get to help my clients assess all…

Investment performance is not always what it seems

Another week and another interesting product crossed my desk. Unfortunately, this one proved to be interesting for all the wrong…

Why investments that charge a performance fee only are a bad idea

When investing, the fees you pay matter. Fee structures are important because they not only impact your returns but also…

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High net worth Investment Insights

What high net worth investors can learn from the Australian Retirement Trust debt default

August reporting season wrap – a bit of a wild ride

Common mistakes I see in high net worth portfolios

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

When compounding goes wrong

Decoding investment manager performance: insights from the latest data

Market dip or downturn: what’s going on in markets

2024 market insights: a mid-year review and outlook

5 tricks that investment managers use to hide their performance

Is profitability overrated?

When a fee structure is a conflict of interest

Investment performance is not always what it seems

Why investments that charge a performance fee only are a bad idea

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