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 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.…

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…

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…

Why high net worth investors should choose an independent financial adviser

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

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 high net worth investors should use multiple advisers

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

What Investors Need to Know About Performance Fees

Why high net worth investors should choose an independent financial adviser

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

Why you need a private wealth plan

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