Networks - Direct Investing

Atlantic Trust Private Wealth Management
Thursday, March 6, 2014

Altantic Trust Private Wealth Management highlights the following in their Economic and Investment Overview for the first quarter of 2014:

Ballentine Partners, LLC
Thursday, March 6, 2014

Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.

Altair Advisers LLC
Thursday, February 6, 2014

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.

Charlie Grace
Friday, April 5, 2013

In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking  ahead, respondents listed emerging markets, private equity and non-core credit strategies as the top three investment opportunities for 2013.

Family Office Exchange
Thursday, March 15, 2012

FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The survey captured data from 32 offices.

Family Office Exchange
Friday, April 20, 2012

In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.