Eclipse Wealth Podcast
Eclipse Wealth Podcast
Podcast Description
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you're just getting started or well on your way, there's something here for you.
Podcast Insights
Content Themes
The podcast focuses on essential wealth management topics, including investment philosophies, risk management, active versus passive investments, and the financial planning process through its series called The Client Journey. Episodes delve into key stages of financial planning, offering insights and real-life experiences from clients and professionals, such as investment decision-making and asset allocation strategies.
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.
Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.
In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.
You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.
Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.
So whether you’re just getting started or well on your way, there’s something here for you.
summary
This episode explores the ongoing debate between passive and active investing, featuring insights from seasoned investment professionals Oliver Jones from PortfolioMetrix and the CIO at Peregrine & Black Investment Management Oliver Pearson-Lund. We discuss market conditions, fee structures, investor psychology, and practical portfolio construction strategies to help investors make informed decisions.
key topics
Passive investing advantages and limitations
Active management opportunities and challenges
Market conditions influencing strategy performance
Impact of fees on long-term returns
Behavioral biases affecting investor decisions
Jargon Buster !
An index fund is a type of collective investment fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index, such as the FTSE 100 or S&P 500, by holding the same securities in the same proportions as the index.
Chapters
00:00 The Investment Debate: Passive vs Active Management
01:53 Understanding Passive Investment Strategies
05:04 The Case for Active Management
09:03 The Importance of Fees in Investment
12:57 Market Conditions and Investment Strategies
16:02 Real-World Experiences with Active Management
18:19 Market Stress and Active Management
20:31 Investor Psychology and Behavioral Economics
25:45 The Role of Passive Investing in Market Dynamics
31:20 Portfolio Construction: Balancing Active and Passive Strategies
35:34 Advice for DIY Investors: Passive vs Active Investing
Useful links:
Connect with Max Weatherby on LinkedIN
Connect with Oliver Jone on LinkedIN
Connect with Oliver Pearson-Lund on LinkedIN
Visit the Eclipse Wealth Podcast website
Portfolio Metrix – https://portfoliometrix.com
Peregrine Black Investment Management – https://peregrineblack.com
Post-production by Podcast Plus Limited
None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.
The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine & Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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