Activities in Managing High Net Worth Wealth

Individuals who qualify as high-net-worth most likely have a large portfolio of assets to manage. Managing a portfolio of a high-net-worth individual is no easy task, but doing it right can make the best of the individual’s collected wealth and preserve it. An investment counsel firm in Ontario is committed to doing just that. High Net Worth Individuals A person whose net assets total two million dollars is ... Read more

How To Tell If An Investment Management Firm Is Working For You

Most financial and wealth management firms or advisors state that they’re putting their client’s interests first. It’s a common selling point and sounds very convincing to many, encouraging them to invest with these investment firms. However, not all investment management companies keep their promise. The priority of many investment firms is to make sales and profit. To achieve that, they may compromise on their promise to always put ... Read more

The Difference Between Wealth Management and Private Banking

The concept of wealth management and private banking are similar, which is to manage a client’s finances better. However, wealth management is the most advanced level of financial planning services that manages a vast area than private banking. Private wealth management in Ontario includes a wider range of services and methods to manage the portfolio of high-profile clients. Both wealth management and private banking take care of their ... Read more

The Regulation of Asset Management Companies

The asset management industry has seen impressive growth over the past twenty years. According to Devlin-Flotz, Henriques, and Sabelhaus (2015), this growth can be credited to the increased popularity of defined contribution plans, evolved investment techniques and preferences, or an appreciation of assets, to name a few. Increasingly, more investors have started to prefer investing indirectly from under asset managers’ safety blanket instead of investing directly by themselves. ... Read more

Institutional Investors and the Cryptocurrency Market

Institutional investment services have been putting an effort to establish their services through diverse resources within the market. This also includes cryptocurrency, which has been gaining demand since 2008. However, not many know about the true capacity and potential of cryptocurrencies. Most of the material that is accessible does not offer the knowledge demanded for someone to invest in the cryptocurrency market. In this blog, we have collected ... Read more

What are the Effects of Risk Sharing on the ‘Real Economy’?

Investment management companies are constantly working to provide the best solutions to their clients by researching the dynamics of the economy and how certain variables play a vital role in maintaining or disrupting the balance of the economy. One of these variables is risk-sharing. Investment management companies understand that in market imperfections, risk-sharing becomes costly. Therefore, in the blog, we have gathered all the information one needs to ... Read more

Active Fund Management and Preferences

Even though historically actively managed funds do not outperform passive funds, investors show preference for actively managed funds. In particular, it appears that investors who choose actively managed growth funds can expect portfolio outperformance on the upside. In contrast, investors who choose actively managed value funds are likely to experience account outperformance when markets decline. Therefore, in selecting investments appropriate for particular clients, firms that offer private wealth ... Read more

The Nature of Risk

Back in the late 1800’s large risk averse investors held a major portion of their wealth in railroad bonds. This was before sophisticated institutional investment management services were available. Everyone agreed: that was the safest place to keep your money to earn a modest but dependable return. Unforeseen was the emerging importance of the automobile and the resulting bankruptcy of so many railroads. Overdependence on conventional wisdom and ... Read more

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