Shaun provides insights into cash, the asset class that can cause significant operational and portfolio management complexity. He illistrates what good looks like, what to avoid and what questions families should ask themselves.
It's important to note that we are discussing how family offices can manage cash at an operational level and not advocating for any individual or type of cash products in this episode.
The UBS report mentioned can be found here: https://www.linkedin.com/posts/shaun-parkin-41973425_ubs-quarterly-activity-7315592733526536193-ATLF?
Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.
