Why financial security for women deserves more attention in Australia

At a recent International Women’s Day event at The Women’s Club, Sydney, I spoke about something that still surprises many…

The biggest myths about women and investing

In honour of International Women’s Day this week, I am setting out to bust some of the most persistent myths…

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…

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…

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…

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…

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…

Building a high-net-worth portfolio: why liquidity matters

Liquidity refers to how quickly an investment can be converted into cash. In a high-net-worth investment portfolio, liquidity often seems…

Our Thinking

High net worth Investment Insights

Why financial security for women deserves more attention in Australia

The biggest myths about women and investing

August reporting season wrap – a bit of a wild ride

Why portfolio correlation matters more than most investors realise

2024: It’s a wrap

Key insights from the family office investment forum

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

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

Building a high-net-worth portfolio: why liquidity matters

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