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Podcast: Designing fund of funds that work with advisers — not instead of them
Manage episode 483730808 series 3574125
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In this episode of Money, Markets, and Masterminds, recorded in situ at the Independent Wealth Retreat at Fancourt, Citywire South Africa sits down with Stuart Green, portfolio manager at Platinum Portfolios. With a career spanning the UK’s Treasury, institutional multi-management, and private wealth, Green shares how his team builds a fund of funds that advisers can actually use — without crossing into discretionary fund manager (DFM) territory.
We also talk about investment positioning, offshore exposure, adviser partnerships, and where Platinum Portfolios sees global opportunity today.
Tune in below for more.
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We also talk about investment positioning, offshore exposure, adviser partnerships, and where Platinum Portfolios sees global opportunity today.
Tune in below for more.
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