Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing
INTERVIEWSERIES
Daniel Kelly, Chief Investment Officer, Viola Private Wealth
June 2026
Podcast
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In this exclusive interview, Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in alternatives and private markets.
Watch the full interview where we ask Daniel:
How have recent trends of onshoring, deglobalisation and a more multi-polar world affected your investment philosophy and asset allocation?
How are you at Viola Private Wealth using alternatives in your portfolio construction and what does an optimal portfolio look like in the current environment?
Which is the biggest misconception the market has about evergreen private market funds?
What notable changes have you observed in the Australian wealth management market in recent years and how do you expect the market to evolve into the future?
Daniel Kelly, Chief Investment Officer, Viola Private Wealth
Daniel is the Chief Investment Officer at Viola Private Wealth, bringing over a decade of experience in private and investment banking. A seasoned investment strategist, Daniel has worked with some of Australia’s most affluent families and individuals, providing sophisticated, tailored solutions across multiple asset classes, including equities, fixed income, alternative investments, and derivatives.
His deep understanding of public and private markets, combined with his ability to identify forward-thinking opportunities, ensures that Viola Private Wealth remains at the forefront of investment excellence. As CIO, Daniel leads the firm’s investment strategy, driving innovation and delivering market-leading solutions for clients.
His strategic mindset and global investment acumen reinforce Viola Private Wealth’s position as the premier destination for high-net-worth individuals and top-tier financial advisers. Daniel’s approach aligns seamlessly with Viola Private Wealth’s commitment to bespoke wealth management—ensuring that clients not only preserve their wealth but continue to grow it across generations.
Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Attendance is by invitation-only.
We host private gatherings for investment leaders across three distinct segments:
Institutional
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Each segment has its own series of dedicated events for delegates to connect with peers and we have an unrivalled network of capital allocators who we invite to attend.
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