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asset allocation

August 28, 2015

From impact investing to technology, young investors’ allocation appetite to how they are engaging with advisers everything is changing. Eric Benedict, head of Morgan Stanley Private Wealth Management, tells CampdenFO some of the major trends he’s spotting among his clients

From impact investing to technology, young investors’ allocation appetite to how they are engaging with advisers everything is changing. Eric Benedict, head of Morgan Stanley Private Wealth Management, tells CampdenFO some of the major trends he’s spotting among his clients

C. What are some of the interesting new areas and themes for younger investors to research and consider investing in?

October 17, 2013

This summer big brand artists continued to set records at the major auction houses. But like all passion investments, art occupies a grey area between investment and lifestyle asset, so what role can it play in a family office’s portfolio? 

This summer big brand artists continued to set records at the major auction houses. But like all passion investments, art occupies a grey area between investment and lifestyle asset, so what role can it play in a family office’s portfolio? 

September 17, 2013

Most global equity markets have recovered sharply in the last year, but that doesn’t mean family offices are piling in, as many of them still remain wary of risk. Campden reports. 

Don't mention the B-word – Bernanke. When the chairman of the Federal Reserve suggested the Fed was starting to think about winding down its asset-purchasing programme investors started heading for the exits, and US equities – not to mention assets in emerging markets, which had benefitted from the global search for yield – nose-dived.

July 19, 2013

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

In a survey completed by the Institute for Private Investors, an educational and networking service for ultra-high net worth individuals, 63% of respondents said they planned to increase their allocation to global equities in 2013 and 53% plan to increase their positions in domestic equities.

June 4, 2013

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research.

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research, allocating three times as much to direct private equity and almost twice as much to real estate as their non-business owning counterparts.

The study, by family office networking centre Family Office Exchange (FOX) and the University of Chicago Booth School of Business, compared the investment decisions made in 2012 by business-owning families, and "financial" families – wealthy families without an operating business.

June 16, 2010

With the volatility in stockmarkets and the ongoing sovereign debt problems, wealthy families and their family offices are not alone in wondering how the current problems will resolve themselves, writes Marc Smith.

With the volatility in stockmarkets – has there been a satisfactory answer as to why the Dow Jones dropped 1,000 points in 20 minutes last month? – and the ongoing sovereign debt problems, wealthy families and their family offices are not alone in wondering how the current problems will resolve themselves, writes Marc Smith.

March 1, 2006

The UK’s wealthiest 1% of individuals are knuckled down with a cautious investment strategy keen to preserve what they have. But look out for the ‘affluentials’, says John Clemens, they’re the ones aggressively building their capital and locating growth markets

John Clemens is managing partner of Tulip Financial Research. www.tulipresearch.com

The UK's wealthiest 1% of individuals are knuckled down with a cautious investment strategy keen to preserve what they have. But look out for the 'affluentials', says John Clemens, they're the ones aggressively building their capital and locating growth markets

March 1, 2005

Most HNWIs like to take responsibility for their own investment decisions and are extremely active in managing their investments. It’s not wrong, or misguided, if it produces the right results, argues John Clemens

John Clemens is managing partner, Tulip Financial Research Ltd. john.clemens@tulipresearch.com; www.tulipresearch.com

Most HNWIs like to take responsibility for their own investment decisions and are extremely active in managing their investments. It's not wrong, or misguided, if it produces the right results, argues John Clemens

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