Wealth management involves understanding risk, choosing appropriate advisers and overseeing financial decisions. These articles offer perspectives on financial literacy, portfolios, investment opportunities and the questions families should ask the professionals managing their assets. Start with Family Office Fundamentals: Is ‘single’ or ‘multi’ right for me? and The importance of having a family office rulebook.
When entering a transaction or hiring a financial advisor, fees are an important element to consider. No one wants to
Wealthy individuals, family offices and multi-family office clients are always searching for a centralised resource to view all their assets
Bitcoin is one of the most talked about investment trends of the past year. Powered by blockchain, Bitcoin and other
Many wealthy individuals take a “do it yourself” approach to managing their investments, regardless of their personal experience or expertise.
Many families enjoy collecting art, amassing valuable collections through the years. Other than the intangible value of personal enjoyment, art can
Recently, SPACs (Special Purpose Acquisition Companies) have been gaining a lot of attention and I have been carefully watching the
As a successful long-term investor, you probably understand the importance of diversifying your assets. By allocating a portion of your
Other than COVID-19, one of the things that constantly gets attention in the financial press is investing in companies focused
I started my career in the early nineties as a proprietary trader of fixed income and foreign exchange in London
Let me start in saying that I have always be a little bit of a sceptic on the benefits
