Hollow architecture 10:05 GMT Clarion calls for asset wealth managers to embrace Open Architecture (OA) have been a remorseless din in the ears of advisors and clients alike. Very few such businesses do not state vocally that they adhere to this thoughtless ideology. For it is thoughtless, since it is almost impossible to implement in the manner in which it is portrayed and understood.
Thematic investing increasingly important – Canaccord Genuity Wealth Management 13/10/2014 Canaccord Genuity Wealth Management (CGWM) has grown both organically and through M&A activity, and the firm has been working to ensure all parts of the business are working ever more closely together, with a new IT system being developed, which will be live on the first of December. In the meantime, thewealthnet spoke to Justin Oliver, investment director at Canaccord Genuity Wealth Management, about the firm in general and its investment perspectives.
This time it is different chapter 337 10/10/2014 Equity markets appear to be on the retreat in most developed economies as growth prospects diminish, especially in the eurozone, which looks on the cusp of another recession, and China. So much for all those rosy forecasts about “escape velocities” and the return of self-sustaining growth at the beginning of the year.
The virtues of luxury goods in an increasingly disinflationary world 08/10/2014 The extraordinary monetary policies inaugurated by central banks around the world in the aftermath of 2008’s crisis may have lifted asset markets near to or, in the case of the S&P 500, to all time highs, substantially raising the gross financial wealth of asset holders as a consequence.
Single family offices versus universities, endowments and foundations 06/10/2014 The asset allocations of single family offices (SFO) provide an interesting perspective on the very wealthy, especially within the context of whether or not they are “wealth creators” as opposed to rent seekers (see thewealthnet 01/10/2014). But asset allocation can also provide additional insights about the aims and objectives of a family office.