Selby Jennings’ Post

At St. James’s Place, we confidently navigate the markets on our clients behalf, taking the broadest possible view of the investment landscape to make the most of emerging opportunities while managing downside risk in accordance with their goals. We believe that investing over decades, not days, is the best way to support our clients' lifelong ambitions. In this short clip, Andrew Shaw, Director of Investment Consultancy, explains our fund range and who our fund managers are and why we pursue the appointment of external managers to run our SJP fund mandates. As Andrew says, "you wouldn't expect to find all the world's greatest investment talent in one place so we don't employ our own in-house fund managers for that exact reason instead we contract out the management to quality proven active managers worldwide". #investing #financialplanning #wealthmanagement #singapore

Lunch at the Porter House rarely disappoints. Especially when there’s a side order of reporting season analysis and a few tasty investment insights from the Elston Asset Management team. Thanks for the presentation Andrew McKie, CFA, and Gary Merkel, CFA, and thank you to all the Sydney advisers who made time to catch up. Let’s do it again soon. #assetmanagement #reportingseason #investment

“Effectively, what we’re doing is looking for talented managers - those who align with us culturally, are talented stock pickers and stick to the process.” Ben Mackie, Portfolio Manager, Hawksmoor Investment Management, highlights WS Gresham House UK Multi Cap Income Fund and Strategic Equity Capital plc (SEC), co-managed by Ken Wotton and Brendan Gulston as two funds that are harnessing #value in the UK in an article for Trustnet. Mackie highlights the broad opportunity in the current UK equity market, with stocks in most sectors trading cheaply compared to their history, with managers opting for portfolios that are “cheap, have lots of marginal safety and a real blend of styles.” https://lnkd.in/ejpHThKi #ukequities #publicequity | Capital at risk. Not an investment recommendation. Portfolio investments in smaller companies typically involve a higher degree of risk.

In a recent discussion with William Johnson, Stephen Tuckwood outlines his dynamic role as director of investments at Modern Wealth: "One is to be an extension of the advisory team, joining client meetings and more complex portfolio situations," Stephen T. said. "And the other is building an investment platform for what will ultimately be a nationwide advisory base." Discover in Citywire Pro Buyer how Stephen is transforming our investment approach by crafting diverse and resilient portfolios for our clients as we expand: https://lnkd.in/gANjZsJ6 #investmentstrategies #wealthmanagement

A recent research study involving 130+ firms in the private equity space found substantial divergence in how sponsors and investors prioritize and plan for succession. While 96% of investors highlight the strategic importance of succession planning, only 38% of firms have a plan in place. Private equity's human capital playbooks continue to mature, and firms with more advanced talent management operating models are extracting superior returns from their investments. According to Barnes & Thornburg, top performing firms cite higher retention, improved governance and risk management, and cost efficiency as benefits of better succession planning.

As the Chestnut Solutions Institute begins our second year as an independent forum for participants in the globally expanding investment solutions industry, we would like to publicly thank our founding Advisory Council members: Goldman Sachs Asset Management, Morgan Stanley Investment Management, Bank of America, MFS Investment Management, J.P. Morgan Asset Management, Mercer - Investments, and State Street Global Advisors. Their leadership, engagement and support of the Institute's mission provide a strong bedrock for the investment solutions industry and the Institute’s growth in 2024 and beyond. #investmentsolutions , #ocio , #assetmanagement , #investmentmanagement , #institutionalinvestors , #wealthmanagement

Super proud of and thankful to these pre-eminent firms in the OCIO and Solutions space to demonstrate their leadership and commitment to enhance, educate and support this eco system. Exciting times ahead and we look forward to collaborating with senior leaders at these firms. We also want to recognize all members of our growing community. Visit our website www.chestnutadvisory.com to learn more. #ocio #investmentsolutions #institutionalinvestors #assetmanagement #investmentconsulting #wealthmanagement

We just released an important update for spring 2024! Raintree Wealth Management has always believed in active management and hiring the best global managers who add value and expertise in their particular part of the investment world.  That is not changing.  In fact, we want more managers who offer unique investment skills in providing long-term growth while managing risk. We have shifted some of our portfolio positioning to strive for greater diversification. As a result, we are excited to announce we have partnered with the following new global managers to be part of the Raintree Wealth Management Portfolios: • BlackRock • Turtle Creek Asset Management • Wealhouse Capital Management • Orchard Global We invite you to read the full update and find all of the details at https://lnkd.in/dqBiDsxx #PortfolioManagement #PortfolioManagers #BlackRock #TurtleCreek #WealhouseCapitalManagement #OrchardGlobal #PortfolioUpdate #Investing #Investors

At Clear Direction Investments, we manage assets for high-net-worth individuals, families, partnerships, and corporations with unique investment needs. As we move through the final quarter of 2024, now many be an ideal time to assess your asset management strategy and ensure it aligns with your evolving goals. Explore how we can support you: 🔵 Real Estate Alternatives: 1031 Exchange Delaware Statutory Trust (DST), Qualified Opportunity Zones (QOZ), Private Placement 🔵 STOCKS / ETFs / BONDS: Managed by Stonebridge Capital Advisors 🔵 Transitional Wealth Planning: Business Succession Planning, Strategic Risk Alternatives Let’s work together to potentially ensure your investments stay on track with a #ClearDirection: https://lnkd.in/gs-sxZXP #ClearDirectionInvestments #ClearDirection #PeopleFirst #Phoenix #Arizona #Scottsdale #AZ #PhoenixAZ #AssetManagement #2025Planning #ClearDirectionInvestments #October #Q4 #QuarterFour #AlternativeInvestments

Asset management starts with putting #PeopleFirst. Let’s have an honest conversation about how your assets may support the life you envision. #PeopleFirst #ClearDirectionInvestments #PeopleFirst #AssetManagers