Wealth
Strategy
Ten principles for a new investing paradigm
Click here to download the full report or click here to download a one-page summary of the report. Newfound access to an expanded private market opportunity set and asset...
Portfolio Perspectives: In conversation with our CIO
Welcome to our latest video as part of our Portfolio Perspectives series. Hear from Lipman Burgon & Partners CIO and managing partner Paul Burgon as he provides an inside...
Good governance, better investment outcomes
Not-for-profit organisations face challenges and opportunities in optimising their operations amid resource constraints and increased demand for community and charitable...
Family Office Wealth Strategies
Entrepreneurial success and rising asset prices in recent years has created enormous wealth creation for Family Offices, accelerating the trend towards outsourced investment...
Navigating the complexities of ESG investing
The events of the past year have been a catalyst for demand for ESG investments, and as a result, there has been a corresponding growth in funds being allocated under these...
Three ways alternatives can enhance portfolios
The fundamental investment objectives of managing risk, generating income and driving returns have not changed, but ways to achieve them have. The traditional asset allocation...