Interview with Nikola Krstic, Chief Investment Officer at Midas Wealth Management — Alternative & Private Equity Forum
At the Alternative & Private Equity Forum, we spoke with Nikola Krstic, Chief Investment Officer at Midas Wealth Management in Luxembourg, about the evolving realities of modern wealth management. He emphasized the need to balance adaptability to global shifts with a disciplined investment framework.
According to him, wealth managers must navigate between long-term structural themes and short-term market opportunities, while responding to the increasingly bespoke expectations of private clients.
Combining discipline and flexibility
Nikola advocates a two-tier portfolio approach: a core allocation built around long-term themes such as security and defense, complemented by a tactical sleeve to capture short-term opportunities. This structure ensures consistency in the investment process while allowing flexibility in rapidly changing markets.
The growing role of alternative assets
In an environment marked by concentrated equity markets and elevated valuations—particularly in artificial intelligence—alternative investments are becoming increasingly important. Both liquid and illiquid strategies help diversify risk and manage volatility, making them a key component of resilient portfolio construction.
Aligning with global mega-trends
By aligning portfolios with major structural and geopolitical trends, wealth managers can turn global uncertainty into long-term opportunity, ensuring coherence between client convictions and market realities.
Discover the full interview to gain deeper insight into Midas Wealth Management’s investment philosophy and the role of alternative assets in portfolio construction.