Andrew StarkeJuly 9, 201210.21am
2 comments on “POLL RESULT: When did financial planning arrive in Australia?”
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‘No Shield or First Guardians’ in managed accounts
Scrutiny of managed accounts is unwarranted given their track record which is yet to see a collapse like Shield and First Guardian or Dixon Advisory, according to a pair of proponents of the vehicle, which has layers of fiduciary responsibility preventing a similar type of failure.
Chris DastoorApril 7, 2026
Institutional investors have been after that for years AND getting it.
Take a look at Harvard, The Future Fund and many other of the like throughout the globe.
What do they have in common..????
Low exposure to equities and significant exposure (as high as 60%) in ALTERNATIVES.
Approx half of the 60% is in Hedge Funds or as they call them….Absolute return assets.
All clients are focused on absolute returns and guess what so are we. Our clients don’t care that everyone else went down the drain as long as they did not follow them. It’s our job to achieve that outcome and we accept that responsibility.