Cash Management | Private Credit | Pre-IPO | Special Situations – For Family Offices, Funds & HNWI
From the leaders of our Pre-IPO fund. We invest time & money in companies run the way we drive our cars... They know where they want to go before they start (Worthwhile Goal)They start with a detailed map of how to get there (Execution Plan)They choose the fastest car & route they can find (Strategic)They … Continue reading Investment Thesis
In effort to curb weaker growth, inflation prospects abroad and reign in appreciation of the Swiss franc, the Swiss National Bank (SNB) has imposed higher interest rate to financial institutions under the negative interest rate policy. Officials led by SNB President Thomas Jordan responded, saying the low-rate environment around the world has “become more entrenched … Continue reading Negative Interest Rates Threatens to Affect All EU Clients
According to the ABC News/Washington Post Poll (https://www.langerresearch.com/wp-content/uploads/1207a3-Trump-and-the-Economy.pdf) on Trump and the Economy published on 10 September 2019, six out of ten Americans are expecting a recession in 2020. Afterall, the ongoing US-China trade war have posed great uncertainty to businesses and weighting down on global economy. However, the National Bureau of Economic Research (NBER) … Continue reading 2019: Are we facing a recession or economic slowdown?
In Investment Management, Luck is by far one of the most important factors. It is second only to the withdrawal rate for influencing the portfolio life. In the investment community, we generally ignore it. Many advisors feel uncomfortable conceding that the success of an investment plan has more to do with luck than their talent … Continue reading Are you Wealthy or just Lucky?
Knight Frank has recently published its 13th Edition of The Wealth Report. In this report, the 2019 Knight Frank City Wealth Index takes on a microscopic view on the performance of the world's leading cities to reveal the top 20 cities in the wealth, investment and lifestyle categories. Moving in an upward trajectory, Asia has … Continue reading Which City topped the chart in New Knight Frank Wealth Report?
A study done by JD Power indicated that only 1 in 5 customers feel that their bank representatives have spent enough time identifying their specific needs before offering products and services. This correlates to the 69% trust level reported by the customers’ whose needs were met compared to 43% of trust level from customers’ whose … Continue reading Private Bank Clients Leaving For Better Services