London & Capital Wealth Management’s Post

How Atlanta wealth managers are navigating changes to their industry

Interesting piece here from WealthBriefing 📖 The Great Wealth Transfer: Three Trends Reshaping Wealth Management. "The next generation is inheriting a fortune they didn’t create themselves, and now they have to figure out what they want to build their own identity on." 👉🏽 https://ow.ly/7JjN50S6Rw9 #UHNWI #ImpactInvesting #WealthManagement

Strategic investing is often front and center of the conversation for many PWMs, but at Bespoke, we help our clients understand that, while strategic investing is an essential part of a family office’s role, it’s probably the 4th most important part. Generational wealth requires a generational perspective, and Bespoke is an expert at mapping out your wealth management strategy by going beyond strategic investing... At Bespoke we work with our clients to focus on four key areas, including 1) HOW you own your assets, 2) WHERE you own your assets, 3) WHY inheritance planning is so important, and 4) WHAT you own. Read more: https://lnkd.in/g89a63q4 #wealthmanagement #privatewealth #familyoffice

US wealth management is an exciting place to be , and the future trends in this article share some interesting ideas. The pace of change is hard to keep up with but advisors have to move forward or will go backwards!

The future of wealth management will inevitably be influenced by the vast generational transfer of wealth that is set to occupy the industry in the coming decades. This seismic wealth transfer will see family wealth passed down and assets being taken over by younger people with different ideas and expectations around wealth management and technology. Click below to read more #NextGen #WealthTransfer

What are wealth managers and family offices actually for - managing investments for healthy returns, or enabling transition to the next generation? Here's my analysis of the industry's changing dynamics in Professional Wealth Management (PWM) and the Financial Times #WealthManagement hub, including commentary from David Fox of Northern Trust, John Schuman of Corient, Heather Flanagan at Wealthspire Advisors and Charles Jewkes, CFA from Aviva Investors https://lnkd.in/ed9SnSwJ

"The firm, led by Senior Managing Director and founder Eric Lyon, and Senior Managing Director Tom Holly, specializes in wealth management and retirement solutions. Lyon and his team bring nearly three decades of experience, with WEFS offering sophisticated, service-first offerings to help its clients realize their investment goals. The WEFS team of 31 independent advisors and staff members oversees $1.4 billion in assets under management." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Vanguard Plans $900B Advice and Wealth Management Division The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment. https://bit.ly/3OU5rzf

Debunking Wealth Management Myths: What You Really Need to Know

𝐄𝐯𝐚𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐏𝐢𝐭𝐟𝐚𝐥𝐥𝐬 𝐨𝐟 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 - 𝐀 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐂𝐥𝐢𝐞𝐧𝐭 𝐏𝐫𝐨𝐬𝐩𝐞𝐫𝐢𝐭𝐲 In navigating the complexities of wealth, it’s crucial to identify and avoid the seven deadly sins of wealth management, as outlined in this article. I wholeheartedly echo the perspectives shared, further cementing my belief and approach that has consistently guided my practice: constructing multiple, purpose-driven portfolios for my clients. Crafting singular, one-size-fits-all portfolios is not just an oversimplification, it’s a strategy that may inadvertently jeopardize wealth growth and resilience. That is precisely why I advocate for and build several distinct portfolios for various aims, each meticulously designed not only to flourish robustly but also to endure through market volatility. 1. Diversified Purpose: By pinpointing the unique objectives for each portfolio, we create a financial ecosystem where investments are not only diversified across asset classes but also aligned with specific life goals and time horizons. This ensures a tailored approach that can effectively respond to both market conditions and personal needs. 2. Accessibility is Key: Having resources tied up when you most need them is more than just a financial inconvenience; it can be a critical misstep in wealth management. I am dedicated to creating portfolios that maintain the fluid balance between growth and liquidity, enabling clients to access their funds without untimely encumbrances. 3. Optimized Performance: Simply put, money should work tirelessly for its owner. Each portfolio is engineered to generate robust returns, applying a strategy that leverages the best of both active and passive management techniques. It's about making each dollar earn its keep, efficiently and relentlessly. In my hands, your wealth is managed with the precision and care it deserves. Together, we’ll ensure that your financial journey is not only fruitful but also aligned seamlessly with your visions for tomorrow. Your peace of mind and satisfaction are the truest measures of successful wealth management. I invite you to explore how a purpose-built portfolio approach can make a significant difference in your wealth journey. Reach out, and let's tailor a wealth management strategy that sees your assets not just managed, but masterfully orchestrated to serve your life’s grandest designs. #WealthManagement #FinancialPlanning #InvestmentStrategy #Diversification #PortfolioManagement #PersonalFinance #WealthGrowth #FinancialWellness #MoneyManagement #ResilientInvesting #StrategicWealth Eric Tan Wealth Management Specialist IBF Advanced (Level 3) Source: https://lnkd.in/ga3MipFE