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September 6, 2010

In the recent Managing Family Wealth video series broadcast on campdenFB.com, family office founder Bertrand Coste said: "The reason we have a family office is so our investment strategy is more transparent and so we don't have to rely on the advice of private banks or independent advisors."

In the recent Managing Family Wealth video series broadcast on campdenFB.com, family office founder Bertrand Coste said: "The reason we have a family office is so our investment strategy is more transparent and so we don't have to rely on the advice of private banks or independent advisors. Some private banks sell products not advice so we prefer to rely on our own due diligence and expertise."

April 2, 2009

An old adage is that at market tops everyone is an investor and at market bottoms everyone is a trader. It goes a long way in explaining the psychology of investing, or the difference between rational decisions and how investors actually behave.

An old adage is that at market tops everyone is an investor and at market bottoms everyone is a trader writes Ryan Moran. It goes a long way in explaining the psychology of investing, or the difference between rational decisions and how investors actually behave.

When the economy is strong and the markets are moving higher, investors project this trend out indefinitely. The result is often a portfolio that is out of balance with a long-term plan and one that is taking on more risk than appropriate.

February 1, 2002

In the first of a series of three articles Katharine Pulvermacher discusses why including a small proportion of gold in a family business owner’s portfolio can increase the weight of higher-return, riskier assets – while maintaining a constant level of risk

"It'll never happen to me" is not an effective approach to risk management. Family businesses are vulnerable to events such as changes in ownership, family affairs and commercial issues. While nothing can provide absolute protection against all eventualities, much can be done to manage the risk associated with the investment of family wealth. Protecting the family's assets against potential financial trauma is the responsibility of the family office. However, family members whose funds are being managed can benefit from understanding the methods used to safeguard their wealth.

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