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High-Net-Worth Investment Insights

Tactics vs strategy — and why you might need both in 2025

So, the first quarter of 2025 has proven to be a bit of a wild ride… Not that wild, I’d…

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…

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…

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