Financial Advice Articles - Page 3 of 4

Is profitability overrated?

It’s easy to spot when a company is preparing to go public: their brand suddenly appears on every bus stop,…

When a fee structure is a conflict of interest

As an Outsourced Chief Investment Officer (OCIO) for high-net-worth families and individuals, I get to help my clients assess all…

Investment performance is not always what it seems

Another week and another interesting product crossed my desk. Unfortunately, this one proved to be interesting for all the wrong…

Why investments that charge a performance fee only are a bad idea

When investing, the fees you pay matter. Fee structures are important because they not only impact your returns but also…

Why you should use multiple advisers to manage your wealth

When you have significant wealth, I think it is a trap to rely on only one adviser for all your…

Why Index Funds should be a part of your high-net-worth portfolio

The great thing about high-net-worth investing is that you can invest in exotic and exciting things. All asset classes are…

What is going on in investment markets?

I have been in the ‘higher interest rates for longer’ camp for a while now and this week it felt…

Now is not the time for investing in private credit

To paraphrase from Zoolander, private credit is so hot right now. It seems it is the one asset class that…

Beware the imaginary performance of investments

I love my job as each week an exciting array of new investments land on my desk, and I get…

The worst performance fee structure I have ever seen

An Investment Memorandum (IM) for an infrastructure fund passed over my desk a few weeks ago. Most people find these…

How should a performance fee be structured?

When you invest, the fees that you pay matter. It is really important to understand the fee structures of your…

Philanthropy in action: an update on our program in the Philippines

Having our own program that feeds 66 kindergarten children, once a week in the Philippines, makes my heart sing! Doing…

2024 Equity markets: thoughts, predictions and outliers

As each year slips away, I always find it fun to think about what the next year will bring for…

Philanthropy in action – our program in the Philippines

At Wealth Differently we like to walk the talk. Philanthropy is something that we see as a way we can…

Why choose an independent financial adviser to help you manage your wealth

We believe high-net-worth people need independent financial advice. Managing large sums of wealth is complex and with some advisers you…

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High-Net-Worth Investment Insights

Is profitability overrated?

When a fee structure is a conflict of interest

Investment performance is not always what it seems

Why investments that charge a performance fee only are a bad idea

Why you should use multiple advisers to manage your wealth

Why Index Funds should be a part of your high-net-worth portfolio

What is going on in investment markets?

Now is not the time for investing in private credit

Beware the imaginary performance of investments

The worst performance fee structure I have ever seen

How should a performance fee be structured?

Philanthropy in action: an update on our program in the Philippines

2024 Equity markets: thoughts, predictions and outliers

Philanthropy in action – our program in the Philippines

Why choose an independent financial adviser to help you manage your wealth

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