Categories: Portfolio ManagementFamily Wealth Planning

What Affluent Investors Are Desperately Seeking

In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment advisors who can provide them with the following three features in their asset management solutions:

1. Specialized Advice:

 

  • Clients are becoming more educated about their own investment choices
  • They increasingly expect ‘Specialized’ or ‘Independent’ investment advice
  • They are re-validating advice from their Advisors/Firms through other sources, including peers, the Internet, and other research alternatives.
  • Investors also expect the advice to be aligned with realistic and appropriate goal-setting, based on their actual risk profile.

2. Transparency & Simplicity:

 

  • Clients want increased ‘Transparency & Simplicity’ and ‘Improved Client Reporting’ so they can better understand products, valuations, risks, performance, and fee structures.
  • Investor Clients are reviewing product disclosure statements and investment risks before even conferring with their Advisors.
  • They also value better reporting and more frequent updates after being blind-sided during the crisis, when they lacked a real-time view of what was happening to the value of their investments.
  • And increasingly, the type of products they seek out are the ones they can understand.

3. Effective Portfolio & Risk Management:

  • The vast majority of clients see ‘Effective Portfolio Management’ and ‘Effective Risk Management’ as important after the crisis.
  • As a result, they increasingly want and expect scenario analysis on proposed allocations and products that is aligned to their individual goals and expectations, and in-depth research around all types of products so they can better understand the risks.
  • For instance, many wealthy clients are very concerned about their exposure to markets and want to limit their downside risk.
  • At the same time, they know they need to diversify and have global exposure, particularly to fast-growing markets.
  • As a result, they want evidence through risk-scenario analysis to facilitate investment decisions that meet their goals while remaining aligned with broader volatility and risk-appetite limits.

Why HighView?

Having successfully managed client wealth — both family and institutional — for the past 20+ years each, the partners of HighView Financial Group have always adhered to such standards and have incorporated these features into our full range of asset management solutions for both families & institutions.

In fact, through our unique approach to managing wealth — The HighView Wealth Sustainability Process — we take a “back to basics” prudent approach to wealth management. Our sound, long-term strategies (“hitting a series of singles” rather than “hitting one ball out of the park”) has been proven to be a key differentiator in our clients’ success.  Please click here to view our process.

We manage the private wealth of affluent families, the pension and investable assets of their businesses, and the foundations & endowments which they support. We service our clients directly and in partnership with their professional advisors.

We are unwaveringly objective and transparent in architecting financial portfolios in our clients’ best interests as we do not engage in any related investment management businesses. We have a fiduciary (legal and ethical) responsibility for our clients’ assets, and are only compensated through client fees for objective and experienced advice and research. Our client’s assets are strictly held by third-party respected institutions, never by us.

For more information on HighView Financial Group, please click here.

To review the 2010 World Wealth Report, please click here.

To contact HighView, please click here.

HighView Financial

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Published by
HighView Financial
16 years ago

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