Building a high-net-worth portfolio: why liquidity matters

Liquidity refers to how quickly an investment can be converted into cash. In a high-net-worth investment portfolio, liquidity often seems…

2024 market insights: a mid-year review and outlook

This year is flying by fast! I cannot believe we are already halfway through 2024 and steadily marching towards 2025…

5 tricks that investment managers use to hide their performance

The key to evaluating an investment manager is to try and figure out how they will actually handle your money.…

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 high net worth investors should use multiple advisers

Why high net worth investors should use multiple advisers When you have significant wealth, I think it is a mistake…

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

One of the great things about building a high net worth portfolio is that you can invest in almost anything.…

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…

What Investors Need to Know About Performance Fees

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

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…

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High net worth Investment Insights

Building a high-net-worth portfolio: why liquidity matters

2024 market insights: a mid-year review and outlook

5 tricks that investment managers use to hide their performance

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 high net worth investors should use multiple advisers

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

What Investors Need to Know About Performance Fees

2024 Equity markets: thoughts, predictions and outliers

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