Investment Podcast #38 – Compartmentalised Investing

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0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection

As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term objectives – not just static asset allocations. With a focus on managing to defined risk thresholds, balancing longevity concerns, and improving client understanding through clearer portfolio structure, this episode offers advisers practical insights into building more resilient, client-centric investment strategies.

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