Ep 8 - Constructing Portfolios for Resilience: Strategies for Long-Term Wealth
With global markets constantly evolving, constructing a resilient investment portfolio takes more than traditional thinking. In this episode, Naomi Simson is joined by Ben Smoker, General Manager Private Wealth, and James Foot, Chief Investment Officer at Commonwealth Private, to explore how asset allocation, portfolio construction, and investment selection come together to support long-term goals. From strategic partnerships to the role of active management, Ben and James share the principles that guide their approach and answer the questions that high-net-wealth investors are asking in today’s environment. The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia. The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.See omnystudio.com/listener for privacy information.
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Ep 7 - Australia Tomorrow: Trends Shaping the Future of Wealth
In this episode of Speaking of Wealth, Naomi Simson looks ahead to Australia’s evolving future and the opportunities it may present for investors. Futurist Bernard Salt joins the episode to share insights on the ageing population, immigration, and what these shifts mean for where we live and how we work, and together they unpack the trends shaping the nation’s economic and social landscape. They explore how these changes could impact markets and industries, offering investors useful insights to consider when making portfolio decisions. The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia. The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.See omnystudio.com/listener for privacy information.
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Ep 6 - Beyond the listed market: Unlocking the opportunities of private investing
Private markets offer a world of opportunity beyond the listed space, spanning everything from early-stage companies to credit opportunities that offer enhanced income potential. In this episode, Naomi Simson is joined by Paul Stevenson, Head of Alternative Assets at Commonwealth Private, to explore the growing role of private equity and private credit in diversified portfolios, how these investments are selected and managed, and why interest in private assets is on the rise. The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia. The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed. Source: 2025 Market Overview (2025), Hamilton Lane. Available at: https://www.hamiltonlane.com/en-us/insight/2025-market-overviewSee omnystudio.com/listener for privacy information.
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Ep 5 - Giving back: Building legacy through meaningful philanthropy
Philanthropy can be one of the most meaningful ways to give back, and for many high-net-wealth individuals, it can also be a chance to create a legacy that reflects your values, passions, and purpose. Naomi Simson is joined by Josephine Hanna, National Head of Ultra High Net Wealth at Commonwealth Private, and Fiona Higgins, a founding director and Specialist Advisor, Giving at Australian Philanthropic Services, to explore how structured giving can support the causes you care about. From setting up or supporting a foundation to volunteering your time, they discuss what to consider, and how philanthropy can become a powerful part of your wealth journey. The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia. The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.See omnystudio.com/listener for privacy information.
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Ep 4 - Portfolios without borders: A global asset management perspective
This episode takes you inside Commonwealth Private’s approach to international equities, exploring the investment philosophy, the strategy behind global allocations, and what drives decisions in today’s market. James Foot, Chief Investment Officer at Commonwealth Private, joins Naomi Simson to discuss how portfolios are built and diversified. Kerry Craig, Global Market Strategist at JP Morgan Asset Management, also joins the conversation to share his outlook on market trends, and the macro forces that could shape the future. The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia. The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.See omnystudio.com/listener for privacy information.
About Speaking of Wealth with Commonwealth Private
Managing your wealth takes more than just smart investing. It takes clarity, strategy, and the right conversations. Hosted by entrepreneur, business leader, and media commentator for business owners Naomi Simson, Speaking of Wealth is the podcast that brings those conversations to you.
Alongside Commonwealth Private’s team of specialists and a panel of experienced experts, Naomi unpacks topics like private banking, philanthropy, and navigating life’s unexpected moments. From succession to separation, and the strategic decisions in between, this podcast explores the key considerations shaping the lives of high-net-worth Australians, helping you to navigate the financial landscape with confidence.
The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-privat… Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia.
The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.
Specific eligibility requirements apply to be a Commonwealth Private client and to access Private Wealth Advantage. You are responsible for your own investment decisions, including whether to acquire, hold, or dispose of any investment opportunities. Any investments made with Private Wealth Advantage are subject to risks including loss of your investment.
Australia