Fiduciary Trust International has appointed Gretchen Regan, CFA, a multi-asset specialist with close to 30 years’ experience, as a senior portfolio manager serving high-net-worth families from its Radnor office.
The family office is often difficult to understand and analyze because it is known to be secretive in its conduct in the private wealth landscape. Because of this, the traditional techniques of targeting potential clients do not work as well as they once did.
A report called ‘Mapping the Location and Assets of the Family Office Ecosystem’ was released by FINTRX. The latter provides data and information on high-net worth individuals and the report provides insight on where these wealthy individuals are investing their funds. However, real estate investors may find the report hard to digest. They need to be thoroughly assessed, along with their pros and cons as compared to real estate.
Family offices spend years focusing on wealth management and creating investment strategies. However, this isn’t time to kick back and relax until everything goes back to normal. Consider this as the perfect opportunity to make those desperately needed evaluations and changes offered.
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
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Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
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