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.
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.
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.
Poll reveals majority leveraging digital marketing, but held back by lack of skills and resources
Lack of networking opportunities, access to capital, and obtaining funding top the list of intensifying challenges women business owners are facing
Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.
The research points to a 50% increase in digital marketing strategies since pandemic hit
The independent, full-service wealth manager specializing in bespoke family office solutions will streamline investments through a series of fund strategies to cater to Asia’s high net worth individuals and single-family offices.
At a time when across the world, all countries are faced with the pressing dual concerns of health and the state of the economy, the United Nations is emphasising the importance of creating innovative partnerships as a way forward. With healthcare looking to rapid innovation from traditional and non traditional healthcare players, global players like the UN have made a call to entrepreneurs and innovators to take part in global solutions.
Multi-asset fund of funds manager is leaving the firm after five years.
