Equity Mates Media

Basis Points

Business EN ↓ 56 episodes

Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.

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Equity Mates Media

Episodes

Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth 10.03.2025 38:21

Are we entering a golden age of financial advice? This adviser certainly thinks so. Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth. In our conversation, we cover: The biggest changes in the advice landscape over the past 20 years Why Hewison Private Wealth uses IMAs over SMAs and model portfolios The best uses of AI Andrew has seen across the advice industry...

There's more to life than the Magnificent Seven with Alexander Whight | Milford 10.03.2025 37:20

The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us. Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford. We speak to Alexander about: Separating the signal fr...

What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth 10.03.2025 39:30

Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so. Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth. In this episode we focus on: Apt Wealth's investment philosophy and rules of portfolio construction Where Adam believes many advisers are getting diversification wrong How the investment...

We're entering a stock pickers market with Eric Marais | Orbis Investments 10.03.2025 50:26

The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing. Today we're joined by Eric Marais, Investment Specialist at Orbis. We speak to Eric about: The case for reducing exposure to U...

Don't blow up your client's money with Charlie Viola | Viola Private Wealth 10.03.2025 50:44

Basis Points has launched! And what a big episode to kick off with. Today we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola. In a wide-ranging conversation, we speak to Charlie about: Going out on his own and launching Viola Private Wealth His foundational principles of portfolio construction Best pr...

Introducing: Basis Points by Equity Mates 02.03.2025 2:55

We're excited to share our latest podcast: Basis Points by Equity Mates Hosted on Acast. See acast.com/privacy for more information.