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wealth management

November 22, 2021

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

November 18, 2021

Juergen Heraeus describes himself as “just a shareholder” since he stepped down as chairman of the supervisory board of Heraeus Group after two decades last year. However, that modestly underestimates his revolutionary stewardship of the $3.5 billion family-owned giant, which celebrates its 200th anniversary as a company in 2051.

Juergen Heraeus describes himself as “just a shareholder” since he stepped down as chairman of the supervisory board of Heraeus Group after two decades last year. However, that modestly underestimates his revolutionary stewardship of the $3.5 billion family-owned giant, which celebrates its 200th anniversary as a company in 2051.

November 11, 2021

The Covid-19 pandemic has seen some ‘accidental’ beneficiaries including technology giants Amazon, Netflix and Apple following changes in consumer behaviour. Billionaires like Jeff Bezos, Elon Musk and Bill Gates have seen their wealth grow during the pandemic and they are not alone.

The Covid-19 pandemic has seen some ‘accidental’ beneficiaries including technology giants Amazon, Netflix and Apple following changes in consumer behaviour. Billionaires like Jeff Bezos, Elon Musk and Bill Gates have seen their wealth grow during the pandemic and they are not alone.

More than five million people became millionaires across the world in 2020 despite the economic fallout from the Covid-19 pandemic, according to Credit Suisse.

October 14, 2021

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

PureTerra’s mission is to enable technologies and entrepreneurs like Siemon to provide dramatic sustainable solutions which match the long-term interest of the global environment.

“I believe in the team, which is heavily invested in the fund themselves and are entrepreneurs,” Siemon said.

October 12, 2021

Exclusive proposals for early-stage healthcare companies fund, a novel esophagus therapy, a hybrid-electric airship and sustainable investments in water conservation will be heard by qualifying family offices and private investors at the latest virtual Campden Wealth Funds and Direct Investments Event on 21 October.

Exclusive proposals for early-stage healthcare companies fund, a novel esophagus therapy, a hybrid-electric airship and sustainable investments in water conservation will be heard by qualifying family offices and private investors at the latest virtual Campden Wealth Funds and Direct Investments Event on 21 October.

Each of the four investment opportunities will be introduced in 15-minute slots to all family offices and investors online who will be able to ask questions and discuss the potential returns.

October 7, 2021

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Each challenge describes an important aspect of the psychological relationship to the saving, spending, and sharing of wealth. To develop a positive wealth identity, children must resolve conflicts and overcome their vulnerabilities in each area.

Challenge 1: Financial awareness

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

October 1, 2021

The population of ultra-high net worth individuals in Africa is growing at a faster pace than any other region in the world, except Asia. According to the 2021 Knight Frank Wealth Report, Africa is expected to see a five-year ultra-wealth growth rate of 33% to reach close to 4,400 individuals by 2026. A lot of that wealth will be created by entrepreneurs.

The population of ultra-high net worth individuals in Africa is growing at a faster pace than any other region in the world, except Asia. According to the 2021 Knight Frank Wealth Report, Africa is expected to see a five-year ultra-wealth growth rate of 33% to reach close to 4,400 individuals by 2026. A lot of that wealth will be created by entrepreneurs.

September 30, 2021

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

If there’s one thing investors do know for sure—it’s that bonds and equities can be used in combination to achieve a ‘balanced portfolio’.

At the simplest level, this means building portfolios with some equities for the good times, and bonds for the bad. Typically, in a 60/40 split.

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