Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.

Federal Street Advisors
Monday, June 1, 2015

According to a Norwegian linguist, the Sami people living in northern Russia and Scandinavia have 180 words for snow and ice.

Atlantic Trust Private Wealth Management
Friday, May 29, 2015

Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:

- Economy: Mostly good news

Atlantic Trust Private Wealth Management
Friday, May 29, 2015
In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including:
Morgan Creek Capital Management
Thursday, May 21, 2015

This thoughtful paper provides a historical perspective of the Hedge Fund markets performance in varying economic clients and relates what has been learned in the past to the current market conditions since the Recession of 2008.  

Glenmede Trust Company
Friday, May 15, 2015

Following a six-year U.S. economic recovery driven primarily by low interest rates and quantitative easing, the Federal Reserve is now constructing a plan to raise rates.

Bruce K. Benesh, Partner & Hunter Guice, Esq., Manager – Grant Thornton
Wednesday, May 6, 2015
With family office boards and trustees increasingly responsible for areas such as investment performance, risk mitigation, executive compensation, family member communication and strategic initiatives, they face more demands on their time and more accountability.
Ernst & Young LLP
Tuesday, April 21, 2015

From an economic perspective, resource rich ASEAN, with its 600 million consumers is one of the most interesting regions in the world. Yet, German companies have to recognize it and position themselves to benefit from its long-term growth potential.

Cambridge Associates
Thursday, April 9, 2015

Co-investing is gaining popularity and theoretically offers investors cost advantages and higher return potential. This report discusses the opportunities and common pitfalls of co-investing, leveraging our aggregated data on co-investments and funds generating co-investment.

 

PwC Private Company Services
Thursday, April 9, 2015

Amid unprecedented economic turmoil and regulatory change, most asset managers have afforded themselves little time to bring the future into focus. But the industry stands on the precipice of a number of fundamental shifts that will shape the future of the asset management industry.

Walt Helms, CFP®, and Wayne Tonning, FSA
Friday, March 27, 2015

Advisors and consumers often think of variable universal life (VUL) as just an equity-linked product. But for many, VUL is much more than that.