Tag

net worth planning

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When COVID hit, cash was king. But that didn’t last

There was a big shift into cash last year among high-net-worth investors. But as markets bounced back, allocations returned to near-normal

September 9, 2021
Wealth

How might HNW investors cope with another Great Depression?

A big drawdown in capital markets seems imminent. What steps should you take, and when?

August 23, 2021
Commentary

How family offices manage their clients’ investments

They sometimes work with legacy managers, but establishing a broader, family-level strategy is their goal

August 19, 2021
Fundamentals

Think you’re buying the next Picasso? Art investing caveats

Art has become an asset class that can offer significant returns … if investors choose the right piece. It is also a potential minefield of hype, illiquidity and fraud

August 17, 2021
Wealth

First comes love, then comes prenup?

By helping to prevent matrimonial missteps, family offices can bring their clients closer together

August 12, 2021
Life & Family

Gain exposure to China’s growth with less risk

Private equity offers opportunity to high-net-worth investors

August 10, 2021
Wealth

‘Invest like a pension fund,’ they say. But what does that mean?

It means looking beyond stocks and bonds – and not fretting over short-term results

August 4, 2021
Wealth

Wealth-management firms hop on the family office bandwagon

But are clients really getting the holistic, integrated approach that true family offices are designed to deliver?

August 4, 2021
Fundamentals

What do successful investors have in common? They have a plan

An investing roadmap can keep you on track, curb your worst impulses and help you buy low and sell high

August 3, 2021
Commentary

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