Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial
Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial
An idea that started with a conversation in New York has led to Hamilton Wealth Partners opt for an outsourced chief investment officer (OCIO) arrangement. The firm’s founder and chief executive, Will Hamilton, says he believes the payoff will be in better returns, improved client experience and increased advice capacity within the business.
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