Magic Markets #103: Alternatives - The Wealth Management View

Episode 103 November 23, 2022 00:31:40
Magic Markets #103: Alternatives - The Wealth Management View
Magic Markets
Magic Markets #103: Alternatives - The Wealth Management View

Nov 23 2022 | 00:31:40


Show Notes

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 to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.


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