Advisors
Tips for Prospecting During the Pandemic: Fidelity
“You can’t wait for the world to come back to face-to-face,” says David Canter, head of its RIA channel.
June 28, 2020
No Comments
Family Office News
Family Offices
Singapore: Offshore Private Fund Laws And Family Office Structures
Offshore jurisdictions have historically been popular places to incorporate investment holding vehicles. The corporate law of offshore jurisdictions is typically flexible and free from the requirement to prepare audited financial accounts. Offshore jurisdictions are also well served by professional service providers such as lawyers, accountants and corporate secretarial providers.
June 27, 2020
No Comments
Business
Ten interesting things we read this week
Some of the most fascinating topics covered this week are: Investing (Five levels to become the master investor; Buy-and-hold myth; Green investing has shortcomings), Business (Coronavirus rips a hole in newspapers’ business models; Meet the 13-year-old entrepreneurs), Lifestyle (Why so many smart people aren’t happy) and Geopolitics (Art of war and Sino-Indian business).
June 27, 2020
No Comments
Family Offices
What Benchmarks Reveal About The Profitability Of Impact Investing
For those new to the concept of impact investment, the field and available information and data often raise more questions than answers. This is largely attributed to insufficient data on past impact investment performance.
June 27, 2020
3 Comments
Family Offices
Scottish investor to recoup millions from sale of Interserve Facilities Management
Punch Taverns founder Alan McIntosh’s Emerald Investment was major creditor of collapsed outsourcer
June 26, 2020
No Comments
Family Offices
Riding the chaos via a high conviction investment approach
In this current economic and financial uncertainty, investors are advised to adopt a “barbell” investment strategy, which involves blending low and high-risk assets inside a portfolio to achieve a greater overall risk-adjusted return.
June 26, 2020
No Comments
Family Offices
Current Family Office Investment Trends
Family offices have played a pivotal role in the alternative investment industry for quite some time – though in the last decade especially, we have seen these groups reaching new heights. As the number of these groups continue to broaden, so do their investment patterns and overall prominence in the private markets. To keep you informed on the private wealth space, FINTRX has put together a list of developing trends that are expected to make a lasting impact on family offices over the coming years.
June 26, 2020
3 Comments
Business
3 Simple Steps To Develop Successful Family Business Leaders
Family-owned businesses form an integral part of the global economy, yet they are not immune to certain unique leadership challenges, especially when it comes to succession. Many believe that leaders are born and heirs with “success in their blood” or those identified as having “the right stuff” early on, will naturally become successful next-generation leaders for the organization.
June 25, 2020
No Comments
Advisors
Financial advisors embrace virtual prospecting during pandemic
Poll reveals majority leveraging digital marketing, but held back by lack of skills and resources
June 25, 2020
No Comments
Business
Wilmington Trust Business Owners Outlook Reveals Increasing Gaps and Differences Between Women and Men Business Owners Amidst the Pandemic
Lack of networking opportunities, access to capital, and obtaining funding top the list of intensifying challenges women business owners are facing
June 25, 2020
No Comments