Smart Money - Leigh Kohler on navigating volatility and modern portfolio strategy

In this episode of Smart Money, Leigh Kohler – Head of DFM at INN8 Invest unpacks how market volatility, regulatory change and global uncertainty are rewriting the rules of portfolio construction. He explains why financial advisors are increasingly partnering with discretionary fund managers, how offshore allocations have reshaped strategy, and why flexibility, diversified return sources and specialist asset selection are now essential in managing client outcomes. Kohler also explores the growing pressures facing advisors — from compliance and succession planning to managing client anxiety in a world of frequent market shocks. He shares key insights from the INN8 Invest Summit, highlights emerging global and local opportunities, and outlines what truly differentiates a value-adding DFM in today’s complex investment landscape.