high-net-worth Archives - Page 2 of 2

Market dip or downturn: what’s going on in markets

So, markets have been behaving weird this week. It all started on Friday night with the US jobs report revealing…

Orchestrating wealth: the power and rise of the virtual family office (VFO)

Managing significant wealth is a complex task. High-net-worth business owners, individuals and families often navigate a tangled web of relationships…

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.…

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 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…

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…

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…

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…

Ethical investing for high-net-worth families: what you really need to know

Ethical investing aims to generate financial returns while considering environmental, social, and governance (ESG) factors. It has gained significant popularity…

Why you need a private wealth plan

Running significant wealth is complex without a strategy or framework. Your private wealth plan defines your focus, and guides you…

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High-Net-Worth Investment Insights

Market dip or downturn: what’s going on in markets

Orchestrating wealth: the power and rise of the virtual family office (VFO)

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

When a fee structure is a conflict of interest

Investment performance is not always what it seems

Why you should use multiple advisers to manage your wealth

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

Now is not the time for investing in private credit

The worst performance fee structure I have ever seen

How should a performance fee be structured?

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

Ethical investing for high-net-worth families: what you really need to know

Why you need a private wealth plan

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