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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.
Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience.
Don't miss an episode by subscribing to the Portfolio Construction Series:
The portfolio construction podcast
Latest insights
Between Meetings
Building an advice business through content
UK financial planner and content creator Pete Matthew explores how content, technology and intentional business design can help advisers attract the right clients, scale efficiently, and adapt to a changing advice landscape.
Portfolio Construction Podcast Series
The new drivers of Private Equity returns
The target returns haven't changed. But the drivers of those returns look very different today. Join the discussion with Gabriel Ng from Neuberger Berman on why active ownership, earnings growth and strategic acquisitions are doing more of the heavy lifting, and how private equity is being reshaped in a slower exit environment.
Between Meetings
What “good” really looks like in advice businesses
Sharon McClafferty unpacks what “good” really looks like in advice businesses, covering the systems behind high‑performing firms, profitability, burnout, succession, and how AI and offshoring are reshaping work.