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Investment View: Concentrated In Hunt For Alpha - Blue Ocean
This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that concentrated portfolios, when managed correctly, should hold as few as 15 stocks, or even a smaller basket. ...
Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?
The group called ProPublica recently claimed that data on America's 25 richest people showed that some of them paid very little tax. It published masses of records about wealthy individuals, for example on Jeff ...
Helping Professional Fund Investors Build A Proven Track Record
This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and assessment of their track records to a new level, and thereby helps buyers of funds to get a clearer idea of the...
Scientist's Tax Offset Delivers Cultural, Family Value
Sometimes objects and their owners have earned a special place in our history and national life. This guest piece looks at the full scope of an IHT scheme used by Stephen Hawking's estate to make valuable tax sa...
Divorce And CGT - Tax At A Taxing Time
Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching settlements can be capital gains tax. ...
How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact
How should wealth management firms hire wealth managers (often known as “CRMs”, client relationship managers) and their books of business? ...
Latest News
Credit's Overlooked Hedge Against Inflation Risk
The writer of this articles says investors should consider leveraged loans as a tool to manage rising inflation risks to their portfolios. ...
Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud
The latest developments in financial products and investments from around the world. ...
Deals Of The Day: The Latest In Wealth Management M&A - Close Brothers, State Street
The latest M&A deals in wealth and asset management. ...
Sydney To Set Hottest Prime Property Price Pace - Knight Frank
Sydney is slated to be ahead of the pack of major cities' prime property markets in terms of price rises this year, and will match the fastest growth rate in 2022. ...
What's New In Investments, Funds? US Debut For Viridi Crypto Mining ETF, Hamilton Lane
The latest offerings in investments, such as funds and structured products, and other notable developments. ...
Family Offices Ponder Inflation Risks, Prolonged Low Rates - Goldman Sachs
The report showed that, among other details, more than 90 per cent of respondents invested in venture capital, highlighting its popularity, and perhaps a sign of how "patient capitalists" are a good fit for VC. ...
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WEALTH TALK: Focus On How To Value True Integration In Family Offices
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WEALTH TALK: More Greed Than Fear - Staying Disciplined In Frothy Markets
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