Upstream with River X - Inside Asset Management | EP007

In this episode of Upstream with River X, host Kieran Berry dives deep into the world of asset management with Oliver Abrahams and Joel Threadgold, Private client advisors at River X. With extensive experience in financial advisory and platform development, Kieran guides an engaging discussion about River X’s unique business model and its commitment to helping clients achieve positive outcomes.
Oliver Abrahams and Joel Threadgold share their insights on how River X acts in their clients’ best interests, offering a comprehensive infrastructure for advisors that includes:
Access to institutional-grade research and high-performing investments.
A robust pay-away strategy designed to enhance advisor growth.
A client-first approach that prioritizes transparency, trust, and results.
Whether you’re a financial advisor exploring new opportunities or an investor curious about the value of tailored asset management strategies, this episode offers valuable takeaways about the future of financial advisory platforms and how to build your financial advice practice.
To learn more connect with us @RiverInvest
W: www.riverx.com.au
I: @riverinvest
S; open.spotify.c...
Disclaimer:
The information provided in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not intended to be a substitute for professional advice and should not be relied upon as such. You should consider seeking independent legal, financial, taxation, or other advice to check how this podcast's information relates to your unique circumstances.
The views and opinions expressed in this podcast are those of the individuals involved and do not necessarily reflect the official policy or position of any affiliated organizations or entities. Past performance is not an indicator of future performance.
While every effort is made to provide accurate and up-to-date information, no guarantees are made regarding its accuracy, and the hosts and guests disclaim liability for any loss or damage incurred as a result of reliance on the information discussed.
This podcast is for informational and educational purposes only.
River Investment Management Pty Ltd (ABN 44 601 472 753), trading as River Wholesale Securities, is a corporate authorised representative (CAR) of Wholesale Securities Pty Ltd (ABN 89 601 790 470, AFSL 466877).
River X Financial Services Pty Ltd (ABN 26 674 273 011) is a holder of an Australian Financial Services Licence (556458).