The holiday season is just around the corner and is a great time to cozy up and read a book. While finance books may not be your first choice for a holiday read, they may inspire you to make positive financial changes in the upcoming new year – or they could make great gifts! With so many great books to choose from, and so little time to read, we’ve narrowed the list down to 5 recommendations you to consider this holiday.
The most common asset classes held in a portfolio are equities (e.g. common stocks), fixed income (e.g. bonds) and to a lesser extent, alternative investments (specialty funds, mortgages etc.). A high-net-worth individual, foundation, corporation, institution or trust may employ the services of several managers, each of whom specializes in one of these three asset classes, to form an overall diversified investment portfolio. This article discusses the main differences between fixed income and equity investing and highlights a major difference between the two during inflationary periods.
Philanthropy comes from the Greek word philanthropia, meaning “love or kindness to mankind.”
Many High-Net-Worth (HNW) families have a genuine desire to help humanity and promote the welfare of others. Through philanthropic planning as part of their overall family financial plan, HNW Families can be more effective in their charitable giving as well as provide a lasting family legacy.
The holiday season can mean that your wallet will take a hit with extra spending on traveling, gift-giving, dining in, and dining out. If you’re already looking to start budgeting for the new year – here are a few tips on how to get started.
Your investment manager has some overarching legal and ethical duties: to deal fairly, honestly and in good faith with you as their client, to use reasonable care to avoid misrepresentations and to always act in your best interests. But how can you be sure your investment manager is fulfilling these duties?
Your investment manager can best fulfil these duties and demonstrate them to you by putting in place a governance structure that is effective, flexible and visible to you.
An effective governance structure for investment managers, and ways in which you can stay informed and reassured about it, should include the following.
Powered by 
