Our thinking
When you’re a hammer, everything looks like a nail.
With the recent explosion of index mutual funds and ETFs, the menu of investment options available to investors continues to expand. As of August 2023, there are over 300 Exchange Traded Products on the Australian Stock Exchange, representing more than $150Bn AUD.
Getting personalisation right
Personalisation in the world of finance and investment management takes on many different characteristics.
The power of personalised investing
Many of you reading this will be intimately familiar with the laborious & difficult nature of portfolio construction.
The Evolution of Wealth Management
The investment management industry has evolved greatly since the advent of the ticker tape in the 1860’s.
“You can have any colour you want, so long as it’s Black”.
Hyper personalisation is now very much part of our every day lives.