Find a Wealth Manager

Portfolio, Wealth Management

Clients’ increasing appetite for alternative investments

According to a leading barometer of global investment trends, the world’s wealthy held 14% of their assets in alternative investments in 2014, increasing their allocation from 10% the year before. A variety of factors suggests an appetite for alternatives will keep on rising as more affluent investors come to appreciate the important part they can […]

Read Article
Alternative Investments

Power-up your
portfolio with
private equity

While traditional assets will form the bulk of most portfolios, investing in private companies could really boost performance and diversification. Here, Matt Taylor, managing partner at Rockpool Investments, explains how his firm offers a different approach to private equity. Investing in profitable private companies is an increasingly attractive option for individual investors as returns from […]

Read Article