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High-Net-Worth Investment Insights

Decoding investment manager performance: insights from the latest data

A couple of weeks ago, the latest SPIVA data was released on the performance of institutional fund managers in the…

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…

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…

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…

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