Boutique multi-family office Gleneagles has recently opened a new firm, Haven Partners, LLC which caters to ultra-high-net-worth families in need of only the necessary services offered and a greater relationship concentration with their managers.
Art portal artnet has recently launched artnet Indices, a source of information for advisors and clients to measure price performance index and other market metrics of artists and their artworks with the same standards used in financial indices.
Société Générale Private Banking Hambros (SGPB Hambros) is restructuring its Wealth Planning team, bringing together its UK financial planning, international wealth planning and charities administration and philanthropy activities into one international unit.
Investors are still worried about the continued volatility of the markets and the possibility that the world might slip back into recession. What do you suggest high-net-worth individuals and advisors should be doing with their portfolios?