High-net-worth investors

Merlin on Investor Due Diligence: Counting By Threes

Jan 17th, 2012 | Filed under: Hedge Fund Industry Trends, High-net-worth investors, Institutional Investing, Today's Post

First, an investor (according to a new white paper on due diligence from Merlin Securities) must decide what kind of strategy it is to which he wants exposure, and generate a list of managers who practice that strategy. Thereafter he can focus on each firm on that list looking at each of the three (qualitative) components of management, and subjecting his impressions to a variety of (quantitative) tests. Tripartite divisions seem to come into play a lot.

The State of Global Ultra-Wealth

Jan 12th, 2012 | Filed under: High-net-worth investors, Today's Post

The fortunes of the world’s ultra high net worth (UHNW) individuals have surpassed $25 trillion. This is an astonishing figure, made even more so when contextualized against the value of the entire world's economic output (GDP) which, in 2010, was 'just' $63 trillion.

McKinsey Report: Shock Absorber to Fail Us

Dec 27th, 2011 | Filed under: High-net-worth investors, Today's Post

At present, 21 percent of the world’s wealth belongs in the developed economies, but by 2020 that figure will have risen to 30 percent, according to a new report.

Reflections as Kugel Pleads Guilty in Madoff Fraud

Dec 7th, 2011 | Filed under: High-net-worth investors, Institutional Investing, Today's Post

We near the third anniversary of the day (December 10, 2008) when the two sons of Bernard Lawrence Madoff informed authorities that their father had just admitted to them that his asset management operation was “one big lie.” One of those sons, Mark Madoff, killed himself one year and one day later. The dimensions of [...]

What Los Angeles Traffic Can Teach Us About Investing in Real Estate Today

Oct 23rd, 2011 | Filed under: Alpha Strategies, High-net-worth investors, Real Estate, Retail Investing, Today's Post

This is the first in a series of real estate articles by new editorial board member Jan B. Brzeski, Principal at Arixa Capital Advisors, LLC, Los Angeles, CA.

What the Dickens Do Investors Want?

Sep 1st, 2011 | Filed under: High-net-worth investors, Institutional Investing, Private Equity, Today's Post

Institutional investors have great expectations for private equity, and the right fund managers, willing to meet their “increasingly exacting standards,” will be in a position to listen to “capture part of the growing flow of assets” in that direction.

Everybody Back in the Water! Deep Diving the Family Office Investment Pool

Jul 28th, 2011 | Filed under: High-net-worth investors, Private Equity, Real Estate, Retail Investing, Timely Research, Today's Post

According to the latest research, confidence in family office investing is back.

What the wealthy want — and it’s not “synergy”

Jul 13th, 2011 | Filed under: High-net-worth investors, Institutional Investing, Investment Management Fees, Retail Investing, Timely Research, Today's Post

Clients, according to a surprising new report, aren't too keen on alpha at the moment.