751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it.

Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here

We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.