Rivkin Private Wealth: Investment Performance and 2025 Forecast

Last update - 23 July 2024 By Shannon Rivkin

In this exciting new webinar, our Director of Private Wealth, Thomas Silitonga, Portfolio Manager, James Woods and CIO, Shannon Rivkin provide an in-depth analysis of the pivotal developments in 2024 affecting your investments. They will explore a comprehensive review of our private wealth services and products focusing on investment performance and gain valuable insights into our outlook for the financial year of 2025. This informative session concludes with an interactive Q&A, allowing our attendees to engage with our experts directly.

This webinar covers the following topics:

  1. Comprehensive Review of 2023 Market Moves
  2. Portfolio Evaluation and Performance Assessment
  3. The Strategic Outlook for 2024
  4. Insights into Asset Allocation: Navigating our SMA Model Portfolio
  5. Q&A

Important Notice:

Rivkin Private Wealth is a business name of Rivkin Securities Pty Ltd, AFSL 332 802. Rivkin Private Wealth’s Wholesale Funds are available to wholesale investors only and are intended for investors who qualify as wholesale clients, as defined by the Corporations Act 2011. Therefore, Rivkin will not issue a financial services guide, product disclosure statement, or any other retail documentation in relation to this service.

Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.

Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

 

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