THOUGHTS FROM OUR CEO

Stuart Holdsworth

Do you have a wealth management business or practice ?

By | May 11th, 2020|Categories: Business Model Considerations|Tags: |

There have been considerable changes in the way wealth management businesses have been valued in recent years, largely as a function of regulatory changes, margin pressures and industry 'supply chain' dynamics that come around from [...]

Monitoring portfolios to your desired investment structures

By | April 24th, 2020|Categories: Portfolio Propositions|Tags: |

We find all too often that firms have strong and well-founded views as to the way that they break up their universe of investments into their proprietary asset allocations, not only in terms of proportion [...]

It is now an ideal time for non-technical innovation in wealth management

By | April 9th, 2020|Categories: Creating Value To Wealth Management Business|Tags: |

Changing times upon us without doubt, and it is really saddening to see the fruits of so much work and effort for many disappearing in front of our eyes. Some challenging times ahead for our [...]

What Could 2020 Bring for Wealth Management

By | January 1st, 2020|Categories: Being In Business of Wealth Management|

2019 brought considerable change in wealth management in Australia. There was the Royal Commission findings earlier in the year, and from that there has been a wave of changing landscape impacting almost all aspects of the [...]

Model Portfolios: The hidden challenges of a simple idea

By | November 13th, 2019|Categories: Portfolio Management Considerations, Uncategorized|

Another article I wrote over 10 years ago about the use of model portfolios. Whilst the authoring and implementation of model portfolios have separated, the standards to monitor implementation effectiveness have yet to emerge, yet [...]

It’s time to focus on the end game…

By | October 22nd, 2019|Categories: Being In Business of Wealth Management|

With so much industry, consumer and regulatory change on at the moment, many firms may benefit from taking a step back and looking at what is going on, and consider the end game (or at least as [...]