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May 11, 2021

Wealth Whispers | Entrepreneurial Wealth Management

As the International Property Securities Exchange (IPSX) readies itself for its first admission onto the Exchange, Roger Clarke - Head of Capital Markets - sat down with Alexandra Newlove, the Editor of PAM Wealthnet for a wide-ranging discussion for the Entrepreneurs Podcast to discuss how single-asset REIT investment is set to revolutionise commercial property investment and become a cornerstone of Wealth Management portfolios. 


Roger is joined on the podcast by Mark Perchtold, who left Goldman Sachs in 2016 to found OMBA Advisory & Investments; Will Proger, who launched a private investment office William & Partners mid-pandemic; and Vikash Gupta, an alumnus of Barclays Wealth and a man who wears multiple entrepreneurial hats.


They spoke about the competition for talent, how they cope with an ever-increasing regulatory burden, and what they learnt during their first years in business. Roger also discusses how smaller, more agile investment managers can look outside the mainstream trades to deliver value for clients.


Click here to download and listen to the podcast.