Investment

The financial investment is not limited to financial markets assets and the current uncertainties obviously feed such thoughts. Indeed, there are many investment vehicles that could create value in a portfolio.

The profile of the convertible bond-holder base has changed radically and the vast majority of the market is now held by long-only funds whereas in 2008 highly-leveraged hedge funds were the main holders.

The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)

Private equity funds invest in companies equities in order to take control of them. The shares held by these funds are not traded on financial markets. Their influence is moderate : According to Bain & Company, the global assets they hold is up to 3% of the value of (...)

In the face of often complex needs of people who have large and important family wealth a team of specialists with a single interlocutor is more and more being grouped into a unit called the family office.