Browsing: high-net-worth investors

Posts Tagged ‘ high-net-worth investors ’

The Affluent Family Pro: A conversation with Stuart Lucas: wealth manager, educator, and family scion

Jan 21st, 2019 | Filed under: Newly Added, High-net-worth investors, The A.I. Industry, Institutional Asset Management, Family Offices

By Charles Skorina Stuart Lucas has double-barreled credentials as a wealth manager. He’s a Harvard MBA who worked for years with top-shelf financial firms including Wellington Management Company and Banc One (now JP Morgan Chase), where he led their Ultra HNW unit. And, he is himself an heir to familyRead More

Managing Expectations: The Rise of the Separately Managed Account

Jul 11th, 2016 | Filed under: Hedge Fund Industry Trends, Newly Added, High-net-worth investors, Family Offices, Structure of the Hedge Funds Industry, Sales & Marketing in the AI Industry

By Diane Harrison The line between wealth management and fund management continues to blur for the alternative asset managers who serve the high-net-worth investor community. Driven by a growing desire on the part of these investors to maximize control over their investment portfolio, managers who are emerging or who operateRead More

Inside the Bubble: The Investment Habits of the Wealthy Investor

Apr 13th, 2016 | Filed under: Newly Added, High-net-worth investors, Institutional Asset Management, Family Offices

By Diane Harrison The wealthy have always worn a mantle of mystery: their gated communities, private memberships, exclusive clubs and the like emphasizing this “otherness.” Their investment management activities are no different; most high-net-worth investors employ a professional advisor to stand between them and those who clamor to serve them. YetRead More