NAB Private Wealth

Melbourne truly impressed, providing the perfect backdrop for the final event of NAB Private Wealth Investor Forum series, for 2026. We were delighted to welcome both esteemed clients and industry experts to share insights on the forces shaping the current investment landscape, in an era of evolving global and technological change. Across four states, the discussions ranged from evolving macroeconomic trends to identifying prospects in private markets and real assets - consistently emphasising that disciplined diversification, and a long-term perspective are essential strategies for portfolio construction, during periods of uncertainty. A special thank-you to our: 🎓 Guest speakers Sally Auld GAICD, Glen Bertram, Rodrigo Catril, Stuart Welch, CFA, Steven Fleming, Frank Danieli, Chris Wyke 🎤 Hosts and moderators Upul Jayaweera Tiffany Nguyen, Tom Piotrowski, Gemma Dale, Paul Di Guglielmo, Barbara Di Labio, and Alexandra Campbell 📈 Team of bank, investment and wealth specialist across Australia, including those behind the scenes, for bringing it all together. Above all, we want to thank our clients. We trust that the insights sparked thoughtful discussions and that the evening provided opportunity to network and share perspectives. To receive a digital copy of NAB Private Wealth – Investor Forum eBook in the coming weeks, follow us here. And remember to subscribe to NAB Private View, where we bring you the latest wealth trends, stories and insights: https://lnkd.in/gmvdMEVp Michael Saadie, Alistair Cowan GAICD, Brett Moore, Ben Smoker, Damian Robinson - GAICD MSIAA, Ivano Simonutti, Kirsty Fraser, Lee Mowat, Nicole Killey, Derek Bilney, John Kroustalis, Peter Moussa, Ryan Harrington, Lucy Voigt, Jacquelin Goh, Rob Lee, Candace Nascimento, Damon Frith, Jon Malpas, Kathryn Sivieng, Laura Bartlett, Xuan Bui #InvestorForum #InvestmentInsights #MarketOutlook #PrivateWealth #WealthManagement Melbourne venue: RACV City Club Photographer: Wren Steiner, Visual Domain

We’re pleased to welcome clients and guest speakers to NAB Private Wealth's Investor Forum in Melbourne - with a little splash of rain 💦 Tonight’s event will be hosted by Paul Di Guglielmo, Head of Investments – South, alongside moderator Alexandra Campbell, Chief Investment Officer, NAB Private Wealth and JBWere. They will be joined by keynote speakers Sally Auld GAICD, Chief Economist, NAB, and Glen Bertram, Head of Asset Allocation & Portfolio Management, NAB Private Wealth and JBWere, and investment experts Stuart Welch, CFA, Portfolio Manager, Alphinity Investment Management and Chris Wyke, Joint Chief Executive Officer & Founder MA Financial Group. Together they will share perspective and insights on the key forces shaping markets, emerging investment opportunities, and strategies for investors to build resilient, long-term portfolios in an era of evolving global and technological change. We look forward to another engaging evening of conversations, insights and connections😊 Michael Saadie, Brett Moore, Peter Moussa, Aaron Keaney, Ben Hedditch, Christine Rizkallah, DanDan Angela Wang, Emmanuel Banayad, Edward Gu, Ezequiel Z., Faye Zhao, George Fronimakis, Jacquelin Goh, James Darling, John Kroustalis, Kurush Zaiwala, Kurt Brandt, Lauren Corrigan, Martin Rettschlag, Milijana Bojić, Orlane Hugh, Pat Couty, Ryan Harrington, Scott Newitt, Tanson Tian, William Couts, Ying Wu #PrivateWealth #InvestorForum #InvestmentInsights #MarketOutlook

A strong turnout in Perth last week for NAB Private Wealth’s Investor Forum – thank you to everyone who joined us. From shifting macro conditions "in the lucky country", to evolving global and technological opportunities, Rodrigo Catril, Stuart Welch, CFA and Steven Fleming explored the forces shaping markets today and shared how they are navigating volatility, identifying resilient sources of return, and positioning portfolios with a strategic balance of risk, diversification and opportunity. The level of engagement was a strong reflection of the relevance of the evening's theme, with Barbara DiLabio leading a thoughtful Q&A on investment opportunities, core portfolio strategies and the priorities that matter most during periods of market uncertainty. Many thanks to the #Perth team for hosting our third event in the series. Next stop, we’re heading across to you #Melbourne 😉 See how NAB Private Wealth can partner with you: https://lnkd.in/gtkax2rh Paul Di Guglielmo, Megan Long, Denie Fath, Nelinha Mackenzie, Jeff Hiew, Risma Price, John Terry-Short, Danny Schneider, Jeff Lee, CFA, Jason Tay, Peter Moussa, Rob Lee, Candace Nascimento, Damon Frith, Derek Bilney, John Kroustalis, Kathryn Sivieng, Laura Bartlett, Lucy Voigt, Xuan Bui #PrivateWealth #InvestorForum #MarketOutlook #InvestmentInsights Photographer: Taylor Edwards, Visual Domain

Good morning #Perth – we’re thrilled to bring NAB Private Wealth’s #InvestorForum back to WA. Host Paul Di Guglielmo, Head of Investments – South, and moderator Barbara Di Labio, Private Client Executive, will lead a panel of investment experts to discuss the key trends of "Investing in an era of evolving global and technological change." On the panel this evening will be keynote speaker Rodrigo Catril, Senior FX Strategist at NAB, Stuart Welch, CFA, Portfolio Manager from Alphinity Investment Management and Steven Fleming, Managing Director & Senior Portfolio Manager from Gryphon Capital Investment Group - together, they bring a wealth of experience in markets and investment management. We look forward to welcoming our guests and clients to another evening of engaging and insightful conversations. Glen Bertram, Megan Long, Denie Fath, Nelinha Mackenzie, Jeff Hiew, Risma Price, John Terry-Short, Danny Schneider, Jeff Lee, CFA, Jason Tay #InvestorForum #PrivateWealth #ClientEvents #MarketInsights

Sydney, you brought the energy! Thank you to the clients and guests who joined us at NAB Private Wealth Investor Forum on Wednesday. Tom Piotrowski and Gemma Dale led the discussions to bring valuable perspective on today’s investment landscape in an era of global and technological change. Key highlights: 🔥 Fireside conversation with Sally Auld GAICD and Glen Bertram, exploring the challenges of global economic growth 🥇 First-hand investment insights from industry experts - Rodrigo Catril, Stuart Welch, CFA, and Frank Danieli - on currency strategy, equities and credit markets 🤝🏼 Opportunity for clients to come together with their bank and investment specialists to connect and have meaningful conversations with top industry experts. A big thank you to everyone involved. We look forward to continuing these discussions across the country. See you next week Perth 😊 Find out more about NAB Private Wealth: https://lnkd.in/gtkax2rh Michael Saadie, Ivano Simonutti, Justin Kim, DanDan Angela Wang, Adrian Wong, Betty Ouang, David Dossetto, David Li, David To, Lim, Hariyanto, Jessi King, Kenneth Tang, LIANG JI, Linda Ly, May Mei, Peter Molloy, Tamara Radice, Shirley Ginovic, Candace Nascimento, Derek Bilney, John Kroustalis, Kathryn Sivieng, Laura Bartlett, Peter Moussa, Rob Lee, Ryan Harrington, Tamara Kolevski, Vendi Tsai, Vijay Mogarkar, Xuan Bui #PrivateWealth #InvestmentInsights #FlowersByJamila Photographer: Lauren Wampfler, Visual Domain 

Tax reform around investments and business were a real standout of this year's Budget. And all the details matter. So our Group Economics team has broken it all down for you. We have lots of expert insights – and a live panel discussion you can view on our Federal Budget hub. Find out more from the NAB Group economics team. https://lnkd.in/dJQ8hk_w #nab #yourpartnerforeverystageofbusiness

Just 24 hours to go until our second NAB Private Wealth Investor Forum in Sydney. Guided by host Tom Piotrowski, Head of Market Insights nabtrade, and moderator Gemma Dale, Director SMSF & Investor Behaviour NAB Private Wealth, the conversation will bring together market experts to explore "Investing in an era of evolving global and technological change." We’re delighted to be joined by keynote speakers Sally Auld GAICD, Chief Economist NAB and Glen Bertram, Head of Asset Allocation & Portfolio Management JBWere. Alongside guest panellists Rodrigo Catril, Currency Strategist NAB, Stuart Welch, CFA, Portfolio Manager Alphinity Investment Management and Frank Danieli, Head of Global Credit Solutions MA Financial Group. We look forward to welcoming our guests and clients to what promises to be an insightful and highly relevant discussion. #InvestorForum #PrivateWealth #ClientEvents #ThoughtLeadership #MarketInsights Michael Saadie, Ivano Simonutti, Adrian Wong, Bernardo Roque, MS, EMBA, Betty Ouang, David Dossetto, David Li, David To, Debbie Lee, Derek Bilney, Gary McMahon, John Kroustalis, Lim, Hariyanto, Kenneth Tang, LIANG JI, Nicholas Cook, Peter Moussa, Peter Molloy, Ryan Harrington, Shirley Ginovic, Stefan Visser, Tamara Radice, Vendi Tsai

A great start to our 2026 Investor Forum series in #Brisbane last night! We were delighted to bring together our valued clients, investment specialists and leading voices from NAB Private Wealth to explore investing in an era of evolving global and technological change. The topic generated discussions focused on navigating uncertainty, identifying opportunities, and positioning portfolios with a disciplined, long-term approach. Our panel of experts also highlighted the risks of reacting to short-term market movements and noted the role diversification and risk management strategies can play in navigating periods of uncertainty. A big thank you to everyone involved in delivering this event – from our venue host The Westin Brisbane, to our guest speakers and the marketing and events teams, who brought it all together. We look forward to continuing the conversation as the series moves to Sydney! Find out more about NAB Private Wealth: https://lnkd.in/gtkax2rh Michael Saadie, Ivano Simonutti, Upul Jayaweera, Tiffany Nguyen, Glen Bertram, Stuart Welch, CFA, Steven Fleming, Anna Andriolo, Ashley Barratt, Candace Nascimento, Cianan Purcell, David Hurley, Derek Bilney, Fiona O'Donoghue, Grant Reid, John Kroustalis, Julia Tian, Kathryn Sivieng, Kilian Dineen, Kris Jones, Laura Bartlett, Lucy Voigt, Peter Moussa, Rachael Deane, Rob Lee, Ryan Harrington, Sarah Batterham, Serena Guo, Sophia Drivas, Xuan Bui #NABPrivateWealth #InvestorForum #InvestmentInsights #ClientEvents Photographer: Luke Donegan, Visual Domain

Our NAB Private Wealth #Investor Forum is back again for 2026! We’re delighted to welcome our guest speakers, Glen Bertram, Head of Asset Allocation & Portfolio Management from JBWere, Stuart Welch, CFA, Portfolio Manager, from Alphinity Investment Management and Steven Fleming, Managing Director & Senior Portfolio Manager from Gryphon Capital Investment Group, to this evening's event in Brisbane. Together, they bring extensive expertise in markets and investment management - we look forward to the insights and perspectives they’ll share with our clients as we explore the theme of "Investing in an era of evolving global and technological change." Thank you for joining us - we’re pleased to have you with us. #InvestorForum #PrivateWealth #ClientEvents #ThoughtLeadership #MarketInsights Michael Saadie, Ivano Simonutti, Upul Jayaweera, Anna Andriolo, Ashley Barratt, Cianan Purcell, David Hurley, Fiona O'Donoghue, Grant Reid, Julia Tian, Kilian Dineen, Kris Jones, Rachael Deane, Sarah Batterham, Serena Guo, Sophia Drivas, Tiffany Nguyen

Finding value amid uncertainty. In the latest nabtrade Markets Insights update, Tom Piotrowski speaks with Glen Bertram, Head of Asset Allocation & Portfolio Management at JBWere about where to find value amid the uncertainty. They talk about how elevated geopolitical #risk is structural, not transitory, and where investors can find solid #returns in the current trading environment. Watch the full video and more here https://lnkd.in/g_85TgZr