No 'secret sauce': Navigating opportunities in private markets
The ifa Show · Momentum Media
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Show Notes
In this episode of The ifa Show, host Keith Ford is joined by Charlie Viola, the executive chairman of Viola Private Wealth, to discuss how private markets allow his firm to better deliver on the increasingly complex needs of its ultra-high-net-worth client base.
As private markets continue to emerge as a key tool for diversification, Viola suggests that investment vehicles, such as managed accounts, can allow advisers to access and utilise private markets without the need for complex, in-house investment functions.
Listen as they discuss:
- How private markets can play a key role in long-term investment planning.
- Why more choices can be a "double-edged sword" for advisers.
- The challenge of keeping clients focused when an asset performs above expectations.