Chief investment officer

5 09, 2016

International Equity Asset Allocation – A timely reminder

By | September 5th, 2016|Chief investment officer, Investment Advice|0 Comments

    A timely reminder for International Equity Asset Allocation   Last Tuesday PRIME were fortunate to host a presentation to 60 clients by Damian Craven from Magellan Asset Management in Melbourne.   The event was a tremendous success and involved an engaging presentation and subsequent interactive discussion as to both Magellan’s in-house investment views, [...]

24 02, 2016

How to remain a confident investor in turbulent market conditions

By | February 24th, 2016|Chief investment officer, Investment Advice, Thought Leadership|0 Comments

  How to remain a CONFIDENT INVESTOR in turbulent market conditions.   Investment conditions wax and wane, and navigating across both bull and bear markets is decidedly tricky.   Even so, investment markets tend to be a little like sports in that everyone has an opinion on players and teams and invariably people often think [...]

12 10, 2015

Is it Time to Expand our Investment Horizons?

By | October 12th, 2015|Accountants, Chief investment officer, Financial & Retirement Planning, Investment Advice, Prime Financial Group, Professional Executives, Retirees, Thought Leadership|0 Comments

  Diversity and International Equity Asset Allocation   Broadly speaking, I feel investors are increasingly willing and comfortable with the idea of investing portions of their capital overseas, both to capture opportunities unavailable locally and also to defray risks of being overly concentrated in the Australian sharemarket.   Recent months have provided ample demonstration to [...]

14 09, 2015

[International Diversity]: Time to Expand our Horizons

By | September 14th, 2015|Accountants, Business Owners, Chief investment officer, Financial & Retirement Planning, Investment Advice, Prime Financial Group|0 Comments

  Last Thursday (10th September), Jonathan Bayes, Chief Investment Officer of Prime Financial Group, presented at our Client Investment Evening titled: 'Time to Expand our Horizons', looking at Diversity and the reasons for International Assets playing a bigger role in an investment portfolio.   Please VIEW & DOWNLOAD: Time to Expand our Horizons presentation.   [...]

27 07, 2015

Buy & Sell Agreements: Putting the right plan into place

By | July 27th, 2015|Accountants, Asset Protection incl. Legal Services, Chief investment officer, Legal Services for Asset Protection|0 Comments

Business owners, how do you ensure that your interests and that of your estate are protected if you are deceased or totally & permanently disabled?     Buy-Sell Agreement   Where a business is structured as a company, trust or partnership, the equity holders should commit to an agreement to ensure that their interest in the [...]