Commonwealth Private

Portfolios Without Borders What does it take to build a truly diversified portfolio in today’s global market? In this episode of Speaking of Wealth, Naomi Simson explores international investing with two leading voices in asset management: >James Foot, Chief Investment Officer at Commonwealth Private, shares how global allocations are approached and portfolios are constructed. >Kerry Craig, CFA Global Market Strategist at J.P. Morgan Asset Management, offers his outlook on market trends and the macroeconomic forces shaping investment decisions. From philosophy to strategy, this episode dives deep into how wealth is managed across borders. Listen now: Spotify https://lnkd.in/gV72yV-Y Apple podcasts https://lnkd.in/gd2w4Se9

Last week, we were proud to sponsor the inaugural Start to Scale Business Forum at our Commonwealth Bank office — by Women in Numbers (WIN). The event brought together founders, executives, and senior leaders from across APAC for an evening of practical insights on scaling businesses, from early traction to sustainable growth. Highlights included: > Macroeconomic trends shaping growth and investment > Funding pathways and capital access > Governance, succession planning, and leadership mindset shifts A big thank you to our speakers including, Melanin Magazine and Josephine Hanna for sharing their expertise and to all attendees for making this a truly impactful conversation.

Following the RBA’s decision to hold rates, Chris Viol, Executive Manager of Fixed Income at Commonwealth Private, shares his thoughts on smarter strategies beyond term deposits and hybrids in a falling yield environment.

Australia Tomorrow: Trends Shaping the Future of Wealth What does Australia’s future look like, and how might it shape investment decisions? In this episode of Speaking of Wealth, Naomi Simson is joined by Bernard Salt AM, one of Australia's most well-known and leading demographers, to explore the demographic and societal shifts influencing Australia's economic landscape. They discuss: > The impact of an ageing population and immigration > How these changes affect where we live and how we work > The broader trends shaping industries, markets, and investor opportunities Bringing his signature style to the conversation, Bernard reveals the why and how Australian communities and businesses are transforming to define tomorrow. Listen now: Spotify https://lnkd.in/gKXqgp7z Apple podcasts https://lnkd.in/gKZMjtQC

We’re proud to introduce our newly formed national Wealth team – bringing together deep expertise, and a shared commitment to helping high-net-worth Australians grow, protect, and transfer their wealth with confidence.   Since the launch of our self-directed offering Private Wealth Advantage, we’ve come together as one team, united by purpose and driven by collaboration. Get in touch if you’re interested in learning more about Private Wealth Advantage through our website: https://lnkd.in/gzxytbAS

Artificial intelligence is having its moment in equity markets but are we in the middle of an AI bubble?   In this month’s Market Outlook, the Commonwealth Private Investment Research Team suggests the path forward won’t be linear for AI, with investors expecting corrections and potential bursts of volatility.   Read more here: https://lnkd.in/gNTbMN3w

Last week, at the The Australian Financial Review Super & Wealth Summit, a panel of thought leaders from across the wealth industry including Susie Grehl, EGM Wealth & Private, Commonwealth Bank, examined how families, advisers, and institutions can prepare for Australia’s significant intergenerational wealth transfer. A central theme was the importance of initiating financial conversations early. These discussions are not solely about managing wealth, they are foundational life skills that foster confident, informed decision-making across generations. This perspective reinforces the idea that legacy is shaped through education, shared values, and purposeful action.

Commonwealth Private Chief Investment Officer James Foot explores how AI must now prove its value through real productivity, not just promise. A thoughtful take on what’s next for investors. Read the full article: https://lnkd.in/gQiFnZ2r

The Art of Successful Wealth Transfer With $3.5 trillion expected to be passed on in the next decade, how can families ensure their legacy is protected across generations? In this episode of Speaking of Wealth, Naomi Simson is joined by Josephine Hanna, National Head Ultra High Net Wealth at Commonwealth Private, Katherine Karcz, Partner at KPMG Australia , and Clare Hesbrook, Partner at Hall & Wilcox, to explore: >How to navigate wealth transfer from a tax and legal perspective >Common mistakes families make and how to avoid them >The role of professional advice in preventing disputes and confusion This episode is filled with practical insights and guidance from wealth transfer experts. Listen now: Spotify https://lnkd.in/gWgXjkMf Apple Podcast https://lnkd.in/gk9KiByK

Australia is on the brink of its largest intergenerational wealth transfer, an estimated $3.5 trillion set to change hands.   This shift isn’t just about inheritance. It’s about how we plan, educate, and create opportunities that last beyond a single generation. That was the focus of the panel at the AFR Super & Wealth Summit yesterday, featuring Susie Grehl (Wealth & Private EGM, CommBank), Rebecca Hill (Managing Director, Morgan Stanley), Ben James (CEO and Partner at Escala Partners), Renae Smith (Principal, Chief of Personal Investor, Vanguard), facilitated by Lucy Dean (Wealth and Finance Report at The Australian).   Key takeaways: > Start talking early and openly – conversations about wealth, values, and purpose help grow wealth and smooth the transfer. > Education is critical – understanding fundamentals like compound interest and portfolio construction bridges the knowledge gap. > Habits matter more than jargon – financial literacy and early investing habits create sustainable, long-term impact.   This conversation goes beyond financial returns. It’s about building confidence, creating opportunities, and shaping a legacy that matters.