GloryHouse Podcast EP.19 | Jason Coggins: From Macro Strategy to Portfolio Management

Wealth management should not begin with product selection. In this episode of the GloryHouse Podcast, Jason Coggins, Independent Investment Committee Member at GloryHouse Wealth Management, shares his experience building investment strategies for private wealth clients, family offices and endowments. Jason explains why a disciplined investment process should start with macro conditions, followed by asset allocation, and only then move into manager selection and product due diligence. This is central to GloryHouse’s MDA active management approach: turning macro views, institutional resources, investment committee governance and ongoing due diligence into professionally managed client portfolios. In this episode: Why investing should not start with product selection How macro views shape asset allocation The role of independent investment committee governance How MDA supports execution efficiency and portfolio discipline How GloryHouse applies active management to clients’ core portfolios About GloryHouse Wealth Management GloryHouse Wealth Management is a leading Australian-based multi-family office, founded by Garth Hu and Cathy Ding. We serve ultra-high-net-worth families, entrepreneurs, and global investors through a long-term, globally integrated approach to wealth management. Our offering spans diversified portfolios across public and alternative assets, access to unique investment opportunities, and family office services designed to support wealth preservation, succession, and long-term legacy planning. 🌐 Learn more about GloryHouse Wealth Management: https://www.gloryhouse.com Disclaimer This video has been prepared by GloryHouse Wealth Management Pty Ltd (ACN 690 671 606), Corporate Authorised Representative (CAR) of GloryHouse Investments Pty Ltd (ACN 690 671 553, AFSL 700198). The content in this video is provided for informational purposes only and does not constitute financial, investment, legal or tax advice. This material is intended solely for wholesale clients as defined under section 761G of the Corporations Act 2001 (Cth) and is not intended for retail clients. Any views expressed are general in nature and do not take into account your personal objectives, financial situation or needs. All investments involve risk. Past performance is not a reliable indicator of future performance.