Elevated valuations persist; tech stronger than past cycles, ASX income-led, private markets offer selective growth opportunities ahead.

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Jim DeCarlo outlines a shifting macro and wealth management landscape in Australia, particularly for ultra-high-net-worth families.

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Oil shock drives inflation higher; Asia exposed; gold hedges risk while equities remain attractive long-term investment play.

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Teams take the lead in wealth management

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Wealth advice evolves toward team-based, transparent models; boutiques rise as technology supports human-led, client-centric strategies forward.

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