Under Resourced, Under Appreciated, Under Paid and Over Worked. 23 July 2015
These comments may seem a tad shrill, however, it is my belief that the research task within the wealth management industry is currently under resourced, under appreciated, over worked and under paid,...
View ArticleThe Managed Fund Market – heading for extinction or bright future? 7 November...
I recently sat on a panel that was asked to talk through the challenges of distributing managed funds, in what is now a very mature and competitive industry. During the discussion, one of my fellow...
View ArticleCould all true to label ‘active’ managers step forward please; your time has...
2015 was a pretty tough market for Australian equities and the benchmark hugging managers that track the various indexes, however, some managers had stellar years, significantly outperforming the...
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No one at SSGA read the marketing dept memo… 27 January 2016
Last week was quieter than normal in the Winston office, and clearly, I had way too much time on my hands given the article below, but I have to say, I felt compelled to pen a short blog on how large...
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What the defeat of Garry Kasparov by ‘Deep Blue’ tell us about the future of...
In fairness to Garry he did win the first series against IBM’s ‘Deep Blue’ in 1996 (4-2), only to lose in 1997 (3½ -2½); the first time a computer program had defeated a world champion under match...
View ArticleSome easier steps along the path to in-house investment management – 8...
This article is a reprint from Professional Planner, which can be accessed by clicking on this link. Over the last decade, numerous independent financial advisers (IFA) have taken the investment...
View ArticleThe Winston Capital Partners and ProCapital Guide To Forming an Investment...
Over the past decade, numerous advisers have taken the investment management function in house, effectively setting up multi asset portfolios to better manage their clients’ wealth and better align...
View Article10 Million+ Australians Have More Than 30% of the Superannuation Invested In...
Over the past month, we have reviewed the holdings of some of Australia’s largest Industry Super funds using their June 2017 accounts, to understand more about their approach to investing in...
View ArticleMaking money from trends in financial markets – August 2018
Put simply, trends exist in financial markets across multiple timeframes, geographies and asset classes including bonds, stocks, rates, commodities and currencies; no matter where you are in the world...
View ArticleWinston Partners with Epsilon Direct Lending for Private Market Debt Fund
For release: 18 November 2020 Winston Capital Partners (Winston) has partnered with Epsilon Direct Lending (Epsilon) to distribute its Direct Lending Fund to financial advisers, family offices, managed...
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