Norman K.’s Post

Andrew Feindel, gestionnaire de portefeuille et conseiller en placement chez Patrimoine Richardson, discute avec le Globe and Mail des erreurs que les conseillers doivent éviter lorsqu’ils intègrent des solutions de placement non traditionnelles dans les portefeuilles de leurs clients. « … l’objectif est de générer des revenus constants, c’est-à-dire une croissance des revenus. La gestion de la volatilité a pour but de protéger le capital et de garantir que les clients ne subissent pas de pertes financières. » *Une souscription au Globe Advisor est requise. *Disponsible en anglais seulement https://lnkd.in/e2ta3PPH #PatrimoineRichardson #GestionDePatrimoine #PlacementNonTraditionnel

As wealthy families become less and less 'traditional,' the UHNW market is undergoing dramatic changes. How firms can improve their client service deliver models - and profitability - are major themes at The UHNW Institute's 2024 Symposium in New York next week. New tools for advisors will be introduced and an impressive lineup of industry professionals will speak. Steve Prostano Jim Grubman Stacy Allred Kristin Keffeler, Wallace (Wally) Head Joe Calabrese Kevin Casey Tom McCullough Betsy Erickson Richard Joyner Doris Meister Michael Zeuner Tom Burroughes Family Wealth Report #UHNW #wealthmanagement #familyoffices

Carmela Harnum et Michael Cornacchia de 6 Point Wealth Management, iA Gestion privée de patrimoine, ont discuté avec Wealth Professional de leurs secrets en matière de planification successorale. https://ow.ly/vrlp50Spw9a #Onsinvestitpourvous #Gestiondepatrimoine #Lindependancecompte Cet article est uniquement en anglais.

These families want and deserve “better” and that “better” is articulated well in Wealth 3,0 and by the work of the UHNW Institute.

Interesting read from InvestmentNews on what HNWIs want from their advisors...how are we holding ourselves accountable to meet their evolving needs? #HNW #WealthManagement

Cette vidéo, partagée par mon collègue Jonathan Durocher, illustre à quel point commencer à investir tôt peut avoir un impact important sur votre patrimoine global. N'hésitez pas à consulter mes collègues pour trouver la meilleure stratégie pour vous : https://lnkd.in/e7mezcZy -- This video, shared by my colleague Jonathan Durocher, illustrates just how much the earlier you start investing, the bigger the impact in your overall wealth. Feel free to reach out to my colleagues here: https://lnkd.in/e7mezcZy , to find the best strategy for you! https://bnc.smh.re/Nx6

La recherche de Goldman Sachs vient de faire paraître une analyse sur la gestion de 166 Family Office dans le monde, parmi les principaux. Les principales positions d'allocation sont les suivantes : - 29 % de private equity/debt (en hausse par rapport à 2021) - 9% consacrés à l'immobilier. - 10% de dette cotée - 28% d'actions cotées - 12 % de cash/monétaire La plupart anticipent de réduire leur position monétaire au profit des actions et du private equity. L'étude conclue également que 39% d'entre eux sont actuellement investis de manière modérée à extrême sur des stratégies durables, majoritairement via le private equity, et majoritairement sur les thématiques d'énergie verte, le secteur de l'alimentation et de l'agriculture arrivant en deuxième position. Et vous ? Comment répartissez vous vos actifs au sein de votre patrimoine, ou pour le compte de vos clients au global ? - Immobilier / Private Equity&Debt / Actions / Dette ? (%) - Sustainable / Non-Sustainable ? (%) Groupe HubSYS - Gestion & Patrimoine Cercle France Patrimoine Leaders League Simon Lolmede • Origami Groupe Guillaume Lucchini Laurent Buonanno Richard Degioanni Pierre Emmanuel JOSEPH Nébojsa Sreckovic Didier Laporte Alice DAVANTURE Thierry BESSARD Philippe Remoissenet Nina Moisan BENJAMIN CONTINENTE Jean Christophe Geyer Florent TREPO https://lnkd.in/dyGUktCx

How wealthy families and clients are serviced by family offices and wealth management firms is often extremely opaque. A new initiative by the The UHNW Institute is attempting to bring 'standards and clarity' to the marketplace. A progress report will be presented next month in New York. Steve Prostano Jim Grubman Wallace (Wally) Head Joe Calabrese Richard Joyner Tom McCullough Kevin Casey Tom Burroughes Family Wealth Report #familyoffices #wealthmanagement

Understanding the difference is crucial for financial professionals in tailoring services and communication strategies, for entrepreneurs in targeting the right type of investors, and for wealth management firms in curating offerings. • Principal Investors - individuals or firms who invest their own capital directly into businesses or assets. They are actively involved in making strategic investment decisions by taking board seats or advisory roles in the companies they invest in. The objective is to allocate their capital to areas with growth potential. They often focus on specific industries where they have expertise. • Family Offices - private entities established by and for wealthy families to manage their wealth, investments, and legacy. They provide a comprehensive approach to wealth management, which includes investment strategy, tax planning, estate planning, philanthropy, succession planning, and lifestyle management. The main objective is to preserve and grow wealth for future generations while considering the immediate and long-term needs of the family. FOs are structured as single-family offices (SFOs) or multi-family offices (MFOs). • HNWIs - individuals with a significant amount of personal wealth, usually defined as those with investable assets of $1 million or more. They often work with wealth managers, investment advisors, or family offices to manage and grow their wealth. The main goal is to protect and increase their wealth, often with a focus on maintaining their lifestyle. Commonalities • Risk Management: preserving, protecting, and growing their wealth • Priority: privacy, control, and taking a personalized approach to managing assets. • Network Utilization: Leverage connections for investment opportunities and due diligence. Key Differences: • Scale of Operations: FOs offer comprehensive services, while principal investors focus on direct investments, and HNWIs use standardized wealth management solutions. • Investment Approach: Principal investors tend to be more actively involved in their investments compared to typical HNWIs and FOs. The distinctions between the three can become blur. Some HNWIs may act as principal investors, while principal investors might establish family offices as their wealth grows and they age. Having worked for and with the three, I have witnessed certain HNWIs acting as principal investors and establishing family offices as their wealth increases. ________________________ Through Ascendi Capital, I partner with accredited investors (retail & institutional) who are looking to preserve, protect, and grow their wealth through real assets investments. Get in touch to learn more. #RealAssets #Investing #Capitalpreservation #PrivateEquity #FamilyOffice #HNWI #PrincipalInvestors

Je peux vous aider à établir, maintenir et modifier une stratégie de répartition de l’actif fondée sur votre tolérance au risque, votre horizon de placement et vos objectifs financiers. Je m'assure de prendre en considération vos projets et vos objectifs afin d'élaborer les stratégies adaptées. Communiquez avec moi pour trouver réponse à vos questions : 418-862-9797 ou etienne.proulx@sunlife.com #fondscommunsdeplacement #conseilsfinanciers