Wealth
Strategy
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...
Alternatives – A tool for the times
Research paper examining the unique and varied characteristics of the alternatives universe and their potential to reduce overall portfolio risk through diversification, generating income, and maximising returns.