At Markets Group’s Private Wealth Australia 2025 conference at the Sofitel Wentworth in Sydney, investment executives from family offices, wealth managers, consultants, and academia gathered to share insights on the biggest forces shaping portfolios.
Allocator-led panels, fireside chats, and roundtables explored macroeconomic uncertainty, global trade and inflationary pressures, as well as opportunities and challenges across fixed income, real assets, and natural capital.
Throughout the event, private wealth investors emphasized how they are navigating shifting markets with a balance of caution and conviction — offering a blueprint for resilience in the years ahead.
Macro shifts and market outlook
CIOs and senior executives examined how declining interest rates, global trade dynamics, and persistent inflationary pressures are influencing asset allocation. While optimism around growth opportunities was present, many questioned whether complacency in today’s markets could mask underlying risks — particularly around valuations.
Real assets emerged as a recurring theme, with agriculture, food systems, and natural capital front and center. As global demand for high-quality food accelerates, allocators discussed the role of agtech and farmland in portfolios. These conversations revealed agriculture as more than just a niche play, but a core strategy for long-term resilience.
Resilience — another key theme — was framed as both a mindset and a strategy across sessions. Allocators emphasized the importance of diversification, discipline, and adaptability in navigating volatility. From private credit to China’s evolving influence in global markets, speakers highlighted the need to balance opportunity with caution while keeping clients’ long-term goals in focus.
Watch exclusive interviews — shot straight from the sidelines:
“I came for the private wealth panels … stayed for the cows and breathalyzers.”
🎥 Watch the interview with Gillian Gordon, Head of Alternative Investments & Responsible Investing, JBWere
"We need far more money invested into agriculture, agtech, and food systems — because global demand for high-quality food is only increasing."
🎥 Watch the interview with Eric Priebee, Founder & Managing Director, Samach Private Wealth
“You always worry — are we being complacent when the outlook looks this good?”
🎥 Watch interview with Paul Burgon, Chief Investment Officer, Lipman Burgon & Partners
"Fixed income is becoming an increasingly important part of portfolios — we’re finally being rewarded for capital again."
🎥 Watch the interview with Scott Haslem, CIO, LGT Crestone Wealth Management Limited
“Every asset class is being affected differently by the macroeconomic climate — that’s the key.”
🎥 Watch the interview with Josephine Hanna, National Head, Ultra High Net Wealth, Commonwealth Private
"We need far more money invested into agriculture, agtech, and food systems — because global demand for high-quality food is only increasing."
🎥 Watch the interview with Eric Priebee, Founder & Managing Director, Samach Private Wealth
“You always worry — are we being complacent when the outlook looks this good?”
🎥 Watch the interview with Paul Burgon, Chief Investment Officer, Lipman Burgon & Partners
"Fixed income is becoming an increasingly important part of portfolios — we’re finally being rewarded for capital again."
🎥 Watch the interview with Scott Haslem, CIO, LGT Crestone Wealth Management Limited
“In sport, the outcome is binary. In investing, if you can get it mostly right — everyone should be happy.”
🎥 Watch the interview with Christian Ryan OLY, Olympian & Investment Executive
"Diverse thinking. Provoking conversations. Picking up little bits from others that add to your story."
🎥 Watch the interview with Cooper Cronk, GAICD, Retired Professional Athlete & Private Wealth Advisor, Viola Private Wealth
Exclusive insights from Private Wealth Australia 2025 demonstrate how family offices and allocators are preparing portfolios for the next decade of challenges and opportunities — with resilience and macro awareness driving the conversation.
🔥 Request the agenda for our Private Wealth Forum and see who’s taking the stage, on December 2nd.
📍 Melbourne
📅 December 2, 2025
