Magic Markets

Magic Markets #103: Alternatives - The Wealth Management View


Listen Later

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets.

Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like:

• What types of alternative assets are popular?
• What is the priority for investors – yield, capital growth or a combination of the two?
• Do investors prefer offshore or local exposure within the alternative asset portfolio?

Perhaps the most surprising insight of all related to the popularity (or lack thereof) of traditional real estate as an asset class. All these insights and more are available in Episode 103 of Magic Markets.

For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.


 

...more
View all episodesView all episodes
Download on the App Store

Magic MarketsBy The Finance Ghost and Moe-Knows

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Magic Markets

View all
Enterprising Investor by CFA Institute

Enterprising Investor

94 Listeners

Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

20 Listeners

Be a Better Investor by Moneyweb Radio

Be a Better Investor

0 Listeners

The Money Show by Radio 702

The Money Show

37 Listeners

BizNews Radio by BizNews

BizNews Radio

18 Listeners

The 5 o’clock Shadow by Strictly Business by Strictly Business

The 5 o’clock Shadow by Strictly Business

1 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

7 Listeners

Honest Money by Warren Ingram

Honest Money

8 Listeners

SMWX by Sizwe Mpofu-Walsh

SMWX

10 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

5 Listeners

History of South Africa podcast by Desmond Latham

History of South Africa podcast

105 Listeners

Ghost Stories by The Finance Ghost

Ghost Stories

0 Listeners

Ghost Wrap by The Finance Ghost

Ghost Wrap

1 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

999 Listeners