2019

The High Net Worth Shift to Private Securities

Good day,

Over the past 18 months, I’ve been highlighting the importance of maintaining a healthy allocation to alternative investments such as private debt/credit and real estate.  Pension plans and institutional investors have been doing so for decades, meanwhile, retail investors have not had access to these investment vehicles in the past.

One of our Ontario advisors found an excellent article that covers UBS’ recent survey of 360 Family Offices of the ultra-high net worth.  Most expect a U.S. recession next year and are shifting away from traditional assets to privately-held securities. 

Enjoy the read.  

READ ARTICLE HERE

 

Daniel Popescu CFP, CIM, FMA, FCSI

President & CEO

 

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