Browsing: high-net-worth

Posts Tagged ‘ high-net-worth ’

Advising the Ultra-Wealthy: The State of the Industry

Jun 12th, 2019 | Filed under: Consultants, Newly Added, High-net-worth investors, The A.I. Industry, Family Offices

The Family Office Exchange (FOX) has released a report on the state of the ultra-wealthy advisory business. The report, based on a survey and interviews, draws three broad conclusions: first, the business is in a healthy condition; second, its value proposition is in transition, away from asset-based and toward retainer-basedRead More

Investment Advisors, Investors and Beauty Contests

Nov 6th, 2014 | Filed under: Retail Investing, Alpha Hunters, Asset allocation, High-net-worth investors

n a new book, Charlotte Beyer tells investors that having the right advisor isn't suckerdom. It can in fact be insurance against suckerdom. So: how does an investor find the right advisor? Read More

A Family is Not a Portfolio: A Discussion with Charles Grace

Sep 13th, 2012 | Filed under: Alpha Strategies, Asset allocation

In the years before the world financial crisis, an endowment oriented model was gaining some ground [in the family-office world] following on the example of Yale University and its long-time CIO, David Swenson. But, frankly, there has been some questioning of that as of late.Read More