The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.
The first rule is, don’t lose it, says Tom McCullough, a specialist in managing money for well-off Canadian families
With Bitcoin and other cryptocurrencies steadily losing value during 2018 – as much as 80% compared to their peaks last year – is it time to admit that the great experiment with decentralized, distributed ledgers has failed?
Campden strives to help families engage with peers, experts, and best-in-class partners, to encourage stronger stewardship of their family’s wealth and legacy.
Chambers cited Witeck’s areas of expertise to include “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”
Emerging-market stocks slid deeper into a bear market in October as rising Fed rates pushed up the value of the dollar and a trade war intensified, hitting countries such as Indonesia and South Africa that had weaker fundamentals.
As we enter 2019, all eyes will be on rising rates, trade tensions, and inflation fears. Given this backdrop, we see a broad array of investment opportunities for active managers.
The Banker named Banco Popular de Puerto Rico Bank of the Year Puerto Rico, acknowledging the bank?s continued expansion and customer base growth, racking up strong numbers in 2017.