
Dear JV Partners,
Just a short note from me this month, as it’s no doubt been a busy period for you as much as it has been for us.
Firstly, to our Victorian JV Partners, we hope that you, like us, are feeling optimistic as Victorian restrictions start to lift and we enjoy a bit more activity.
In terms of progress that we have made this month in Wealth Management, we have been pleased to announce the appointment of Marcus Bogdan to Prime’s Investment Committee, a great addition of an Australian Equities Specialist and 25 year industry veteran with an impeccable track record of portfolio performance (please click here for more details on Marcus’ appointment).
Since Marcus’ appointment, we hosted a webinar with clients and other attendees on Wednesday 28 October to introduce Marcus and provide an Australian Equities and Market Update, to access this recording please click here. Importantly, in this session we talked to clients about our increasingly optimistic view of the future (‘Cautiously Optimistic’) and the changes that we have been making to the Australian Equities Portfolio (SMA) that will also flow through progressively for Direct Clients from 1 November. We believe these changes will improve performance whilst remaining consistent with our core philosophy and focus on the ASX 200.
On another front, we were also pleased to release our Wholesale Investor Newsletter which featured some more unique investment alternatives for Higher Net Worth Clients and Family Groups, if you would like to customise this Newsletter (please click here to view) for your client base please just let us know and we would be happy to assist.
All the best, Simon.