Viola Private Wealth’s Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to implement them, and the opportunity to invest clients like institutions regardless of portfolio size.
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn’t like to indulge in parallels between his sporting and business careers, but the current runs clear through the two.
After 21 years building up Pitcher Partners’ wealth management division into a $3.6 billion powerhouse, the high-profile adviser will break from the firm to create an advice group focused on servicing HNW clients and their families.
For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key to protecting investments in a rapidly growing sector.
Alternatives don’t have to be African coal mines; in many cases they’re just normal assets like equity or business loans wrapped up in a private market structure.
