Co-authored by Susie Grehl, Executive General Manager, Wealth and Private CBA and James Foot, Chief Investment Officer, Commonwealth Private. For much of modern market history, investment advantage was based on access. Better information, deeper research, sharper analysis were often the traditional sources of edge, and for a time, they worked. Today, that equation has changed […]
By Susie Grehl, Executive General Manager, Wealth & Private, Commonwealth Bank Across Australia, wealthy families are managing increasingly complex life, investment and financial priorities. These dynamics are partly driven by demographic and social forces and the accelerating movement of wealth across generations. Generation X now holds the largest share of wealth, with women more likely […]
By Chris Viol, Executive Manager Fixed Income, Commonwealth Private The hunt for yield has long been part of investors’ wealth creation and preservation strategies. After all, dividends, coupons, distributions and other income streams are key drivers of total returns, tending to work harder in portfolios than short-term asset price movements. After the significant rate hiking […]
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The transition of wealth and legacy across generations is monumental for ultra-high-net-wealth families. Many have built their fortunes over decades or longer through successful businesses and thoughtful investing. So the way wealth is passed on must be carefully considered. As Josephine Hanna, Commonwealth Private National Head, Ultra High Net Wealth, writes, the most effective approach […]
As markets recover from the long term effects of COVID, high-end properties are set to realise substantial gains. Ben Braysich, national head of property at Commonwealth Private, sat down with leading property experts to explore current market dynamics. By Ben Braysich – national head of property at Commonwealth Private The performance of capital city luxury […]
With heightened market volatility and an evolving global economy, high-net-wealth investment portfolio construction requires reimagined diversification strategies. Ben Smoker explores how blending assets across public and private markets with dynamic portfolio structures can mitigate risks and capture growth, while supporting intergenerational needs. By Ben Smoker, General Manager, Private Wealth, Commonwealth Private The principles of wealth […]