Family Office Stories | Episode 20

Investment strategy

jj
  • Podcast
  • 23/01/25

Investment strategy

In this episode of our Family Office Podcast, we talk to Nick Bedford, investment advisor at NFG Partners, about the growing popularity of Outsourced Chief Investment Officers (OCIOs) among family offices.

Nick shares some insights into why more family offices are embracing the OCIO model to access top-tier investment expertise and resources without the need for an extensive in-house team. He explores how OCIOs help navigate today’s complex investment landscape, covering everything from alternative investments to private markets.

The conversation highlights the economic and strategic benefits of outsourcing, including cost savings, enhanced discipline and accountability in investment management. Nick also shares some practical tips for selecting the right OCIO to ensure a successful and enduring partnership.

If you’re considering how to optimise your family office’s investment strategy, this episode is packed with valuable insights.

Subscribe to Podcast

Listen on Spotify Listen on Apple Podcasts

Contact us

Lisa Cornwell

Partner, Private Clients & Family Offices - International, PwC Switzerland

+41 58 792 25 93

Email

Jürg Niederbacher

Partner, Leader Private Clients & Family Offices, Zürich, PwC Switzerland

+41 58 792 42 93

Email