PAM Magazine


Investor Outlook: FOs look to private equity

Family offices are increasingly looking to invest in private equity—which has historically been known as a volatile asset class—on an opportunistic basis, as opposed to hedge funds and other alternative investments.

PAM Magazine 25 June, 2013

Foundation Source: Smaller foundations continue to grow

Foundations with less than $50m showed strong growth in size and grantmaking during 2012, according to Foundation Source’s 2013 Annual Report on Private Foundations. In the aggregate, assets held by the foundations in the report grew by 10% from $1.9bn at the end of 2011 to $2.1bn by the end of 2012. Against this backdrop, foundations in the study increased charitable disbursements from 11.2% of average asset balances in 2011 to 11.7% in 2012. Private foundations with less than $50m account for 98% of the approximately 86,000 private foundations in the US.

PAM Magazine 20 June, 2013

How to avoid investment “distractions” while remaining open to new ideas

By Frederick Hinkley, partner and senior advisor, Netplus Capital By far one of the most challenging situations for an investor is to know when to take a profit or enter into a new investment. Today more than ever, there is a steady stream of investment ideas or better investment opportunities that should be considered. From private families to well-structured investment management teams, their “watch list” of investments is always up for disruption with new proposals offered by analysts, investment sales persons, wealth advisors, or simply a passing insight that one may have.

PAM Magazine 20 June, 2013

2013 World Wealth Report unveiled

Among the world’s high net worth individuals (HNWIs), 61% have a high degree of trust in both wealth managers and their firms in early 2013, according to the “World Wealth Report 2013” from Capgemini and RBC Wealth Management.

PAM Magazine 19 June, 2013

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