Ultrawealthy Investors Favor Stocks, Focus on Growth in 2013
The ultra-affluent members of the Institute for Private Investors are bullish on equity markets and focused on growth rather than merely preserving capital, according to a survey released Thursday.
Ultra-HNW Families Don’t Cede Control to Advisors: Study
Institute for Private Investors finds that as asset levels increase, families are less likely to abdicate control.
Wharton and IPI Formalize Network to Educate Wealthy Investors
The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.
Wealthy Investors Add to Commodities, Real Estate Allocations
Investors also increased their municipal holdings, but cut back their investment in hedge funds and funds of hedge funds.
3 Investment Trends of Ultra-Wealthy
“The portfolio allocation and investment trends reported by ultra-affluent investors often lead the broader market,” said Mindy Rosenthal of the Institute for Private Investors.
FPA’s Bob Rodriguez: Window Narrowing to Avoid Fiscal Disaster
The famed money manager warned that next year would be the most crucial in the past 80 to right our fiscal path before “budgetary financial pressures will explode."
Congress Gets It Right
Private investment in private enterprise continues to be the primary creator of wealth in this country.
Wealthy Investors Look to Alternatives in 2012: Survey
Ultra-affluent investors are increasing their exposure to alternative investments at the expense of the U.S. stock market, according to the Institute for Private Investors 13th annual Family Performance Tracking survey, released Thursday.
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing
Billionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his father’s footsteps even though he won’t be inheriting his dad’s fortune.
Single Family Offices Look Outside to Fill CIO Function: IPI Survey
Single family offices are increasingly hiring outside firms to assume the duties of a chief investment officer, according to a new survey released Monday by the Institute for Private Investors.