London & Capital Wealth Management’s Post

Oliver Brown, Investment Director at RC Brown Investment Management PLC and lead manager of its Primary Opportunities Fund, tells Investment Week the "trend for investor capital to leave the UK must be reversed to allow the UK market to 're rate' and give asset managers the an opportunity to deploy capital to new IPOs". He says the UK should also encourage secondary listings as they are so important to a county's prosperity. https://lnkd.in/ea3HxN_S #primarymarkets #capitalmarkets #ukequities #regulation #listingsreform

Curious about the role of private equity in RIA consolidation? Discover the latest trends in this Alternatives Watch article featuring our very own Bomy Hagopian, CFA, who shares key insights into how private equity is reshaping the wealth management landscape. https://lnkd.in/ebtQ9cvR #WealthManagement #RIA #PrivateEquity

The #investment portfolio of a #familyoffice needs to cater not only for the risk appetite of the family members, but also for the need to diversify away from assets held directly and consider high levels of liquidity. We speak with Mark Albiston of the Todd Family Office about how this works in practice https://lnkd.in/gEk5xatS #privatewealth

Feeling incredibly honored to be featured in Barbara Stewart, CFA interview on Canadian Family Offices. It's inspiring to see Lucy Global Fund gaining international recognition. Looking forward to exploring opportunities for growth and expansion into new markets. Big thanks to Barbara Stewart, CFA and Canadian Family Offices for the thoughtful conversation! #GlobalFinance #InvestmentStrategy

"Wedmont Private Capital has experienced significant growth and success due to its unique flat fee model. Unlike traditional firms where clients pay a percentage of their assets to their advisor every year, Wedmont charges clients an annual fixed flat fee of $12,500, providing high-net-worth families nationwide with comprehensive wealth planning and investment management services at a fraction of the cost of most other firms." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

City of London Investment Trust in focus #fidelity/markets-insights/investing-ideas/investment-trusts/#city-of-london-investment-trust-in-focus

When you're stepping into the world of investment for the first time, rohan says you want to ensure the person you're investing with has more than just a solid track record. Ask yourself, what makes them qualified? Maybe they've been immersed in the local real estate market for years, or perhaps they have finance experience with a larger private equity real estate company. He tells us to look beyond their past successes and examine their actual qualifications. Rohan believes reputation also plays a crucial role. Seek out recommendations and feedback from others to confirm that they're reliable, transparent, and great to work with. Want to stay up to date with our newest real estate deals? Join here: https://lnkd.in/d4YS94Gk #RealEstateInvesting #InvestorQualifications #PrivateEquity

The #investment portfolio of a #familyoffice needs to cater not only for the #risk appetite of the family members, but also for the need to diversify away from assets held directly and consider high levels of #liquidity. We speak with Mark Albiston of the Todd Family Office about how this works in practice. https://lnkd.in/gEk5xatS

In this article (https://okt.to/bu1sQp), Claire Smith, #Schroders' Head of #PrivateAssets Sales ANZ, says the strategy has driven interest for #PrivateEquity in the local NZ market. Schroders plays in both the smaller company space and in the middle market, offering more opportunity for active management and for hidden gems to be uncovered. Read the full article here: https://okt.to/QCvZ2N #investing #PrivateMarkets

"The Canadian alternative investment sector is urging the federal government to give retail investors greater access to alternative products in registered plans." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity