A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years in Canada. The article focuses on a study done of family businesses and their family offices in Europe and concludes that over one third do not feel that Private Banks are crucial to their wealth management needs. And this from the region of the world that has the deepest roots in Private Banking.
The specific concerns highlighted are similar to what we hear on a regular basis:
While large financial institutions offer many very good services and even some compelling investment solutions, in our opinion (and apparently others as well) those with significant wealth are looking for something more…a service that is; more aligned with their interests, transparent, objective and free of conflicts.
The full article can be read at the link below.
Regardless of how you acquired your wealth, there’s one thing all investors have in common—a…
An architect wouldn’t design a custom home for a family without first asking many questions…
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group.…
A “fixed asset” is a long-term tangible asset that is not expected to be consumed…
One of the core principles at HighView is to understand the purpose of the portfolio.…