Knowledge hub

Episode 13 | Three key complexities of wealth management

Back to insights

By Capital Partners Podcast | The Purposeful Investor

In this episode of The Purposeful Investor, host Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client’s inquiry into Australia’s net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexity management.

Exploring global wealth trends and Australia’s wealth distribution, they highlight the rise of high-net-worth individuals (HNWIs) and the importance of preparing the next generation for wealth stewardship.

Advocating for financial literacy and equality within families, they discuss practical steps and initiatives to empower heirs and ensure effective wealth management, underscoring their commitment to guiding families towards a future of prosperity and fulfilment.

Resources:
Australian Statistics
Knight Frank Wealth Report
What does $1M USD buy you in SQM across different cities
What does it take to be in the top 1%

The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.

Ideas & insights

Knowledge Hub