Podcasts about hnwis

In this episode of the Latin Wealth Podcast, we dive into the latest updates on Trump's escalating global trade war, shifting power dynamics in global markets, and how tariffs are impacting the economy, tech, and everyday Americans.We also break down how countries like Mexico and Canada may align with China, why Apple may raise iPhone prices to $2,000, and what this means for the U.S. economy.Jeremiah shares his thoughts on whether the U.S. is losing its position as the global leader — and how greed, exploitation, and a lack of long-term infrastructure planning are accelerating the shift.We also touch on:- A wild market reaction to a false report about a “tariff pause”- Why bringing factories back to the U.S. isn't as simple as it sounds- Latin America and the Caribbean as unexpected winners in the tariff shakeupPlus, we look at how Latin American high-net-worth individuals (HNWIs) are still driving the Florida real estate market, especially in Miami — despite a dip in foreign real estate investment.This episode is raw, honest, and full of real talk about the intersection of politics, economics, and wealth-building for the Latino community.#tariffs #tariffwar

To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms. https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc This is Nelson John, and I'll bring you the top business and tech stories, let's get started.  India's Market Position Slips, Brazil Takes the Lead India fell three spots to sixth place in Mint's Emerging Markets Tracker, as a stock market downturn, currency depreciation, and an 11% export decline overshadowed strong GDP growth. Meanwhile, Brazil surged to the top, driven by a 4.5% currency appreciation and stock market gains. China moved up to second, while Thailand secured third place due to export growth. Despite slower depreciation, the rupee remained one of the worst-performing currencies. Tamil Nadu's Footwear Revolution Tamil Nadu is pivoting from leather to non-leather footwear manufacturing, attracting global brands like Nike, Puma, and Adidas. The state has secured ₹17,550 crore in investments, promising 2.3 lakh jobs. Companies like JR One Kothari have already produced 2 million Crocs, while a ₹5,000 crore Adidas facility is set to create 50,000 jobs. Rising labor costs in China, Vietnam, and Indonesia are making India a viable alternative, but challenges remain—localizing raw material supply is a priority. IPO Market Gears Up for 2025 Major firms like NSE, NSDL, Tata Capital, boAt, JSW Cement, and PhonePe are preparing for IPOs in 2025. Market volatility, investor sentiment, and US policies remain key factors. Analysts say the new wave of IPOs emphasizes financial discipline, AI integration, and ESG compliance. Among key listings, Tata Capital plans a ₹15,000 crore IPO, boAt eyes ₹2,000 crore, and JSW Cement is set for ₹4,000 crore. With market confidence rising, the IPO scene is heating up. Senior Housing, Co-Living Gain Traction India's real estate market is shifting, with senior housing and co-living emerging as promising yet complex segments. Urbanization is driving demand for mixed-use senior living communities that blend healthcare and family housing. Meanwhile, co-living is rebounding, driven by young professionals seeking affordable housing. However, low yields and operational hurdles make investors cautious. Additionally, luxury branded residences, linked to global hospitality brands, are gaining traction among HNWIs. Indian IT Firms Lead H-1B Approvals Amid Policy Shifts Indian IT companies secured one-fifth of all H-1B visas in 2024. Infosys led Indian firms with 8,140 approvals, trailing Amazon's 9,265. India remains the dominant H-1B recipient, but policy changes under the Trump administration could impact hiring. The selection process is shifting to prevent multiple filings, fees have increased, and records older than five years are being deleted. While Indian IT firms remain strong, new rules could create hurdles for skilled workers. India's economic landscape is evolving—can it navigate global headwinds and capitalize on emerging opportunities?

Peter Dunworth is a partner at the Bitcoin Advisers and has had a successful career in various family offices. Originally from Australia, he's best known in the Bitcoin community globally for his Bitcoin outlook and work in orange pilling HNWIs. In this conversation with Relai CEO Julian Liniger, Peter discusses what led to him discovering Bitcoin, why he was so convinced early on, what importance multisig wallets play in Bitcoin adoption, and how he's actively orange pilling more family offices. You can follow Peter on X: https://x.com/peterbtcadviser —00:00 - Intro02:45 - Bitcoin's current landscape and future outlook 15:15 - The evolution of Bitcoin in family offices 30:03 - Self-custody and the future of Bitcoin investments—Prefer to enjoy this show in audio format? Listen on Apple Podcast: https://podcasts.apple.com/at/podcast/relai-bitcoin-podcast/id1543267066 Listen on Spotify: https://open.spotify.com/show/06BdZid57RlCgBNsgr703A?si=5ec60cc680534b44 --The opinions expressed on the show are the opinions of the individual guests and may not reflect the opinions of Relai AG. The information on the podcast may be changed without notice, and is not guaranteed to be correct, complete or up-to-date.--Relai is Europe's easiest bitcoin investment app. The ‘Made in Switzerland' bitcoin investment app enables anyone in Europe to invest in bitcoin within minutes. You can buy bitcoin instantly or set up a weekly/monthly savings plan for as little as 50 CHF/EUR and invest in bitcoin automatically over time.Disclaimer: Relai services are exclusively recommended for Swiss and Italian residents.

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com When it comes to self-made millionaires and high-net-worth individuals (HNWIs), a lot of myths and misconceptions dominate public perception. From how they accumulate wealth to whether money can truly buy happiness, many of these assumptions are simply not true. Let's break down some of the most common myths about the wealthy, using real data to separate fact from fiction. Myth 1: More Money Doesn't Make You Happier Fact: More money does lead to greater happiness—especially by improving life quality and reducing stress. While the old saying goes, “money can't buy happiness,” recent research shows that wealth does contribute significantly to overall life satisfaction. Earlier studies suggested that happiness plateaus at around $75,000 a year, but more recent research from Matthew Killingsworth at the University of Pennsylvania challenges this. Killingsworth's study found that happiness continues to increase as income rises beyond $100,000, and for many, it keeps rising well past $500,000 Why? Wealth offers greater freedom from financial stress, better healthcare, the ability to outsource chores, and more time for meaningful experiences like travel or hobbies. These factors improve life satisfaction and allow people to focus on personal growth and relationships. HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/  

Marco Mesina examines how Italy's recent tax changes affect global investors and part-time residents in 2024.View the full article here.Subscribe to the IMI Daily newsletter here.

Date: January 21, 2025Time: 7:00 PM GSTPlatform: LinkedIn Live watch here Hosts: DEE A & RA George LinkedIn profile for Dee A - https://www.linkedin.com/in/deeallan/ LinkedIn Profile for RA George - https://www.linkedin.com/in/ra-george-19b102104/ Watch LinkedIn video here https://shorturl.at/JsSnR This special beginner-level session of Bitcoin DXB focuses on introducing Bitcoin in a way that's easy to understand for politicians, high-net-worth individuals (HNWIs), educational institutions, lawyers, and government agencies. We break down the basics of Bitcoin, discuss its history, and explain key concepts, providing a solid foundation for anyone new to the world of cryptocurrency. What is Bitcoin? Definition: General public perception: Is Bitcoin a scam, internet money, or crypto? Hosts' definitions: Insights from DEE A & RA George. Whitepaper Definition: Peer-to-peer electronic cash system, as defined by Satoshi Nakamoto. Why it Matters: Challenges with the current banking system vs. Bitcoin's peer-to-peer model. A personal perspective on the inefficiencies of traditional systems like KYC and large-sum transactions. The Basics of Bitcoin 21 Million Limit: Exploring the concept of demand vs. supply. Bitcoin Halving: An easy breakdown of how and why Bitcoin rewards are halved every 4 years: History of Bitcoin Bitcoin wasn't the first cryptocurrency; others like eCash, B-Money, BitGold, and Hashcash came before. The Double-Spending Problem and how Bitcoin solved it using cryptography, hashing algorithms, and mathematics (SHA-256). Key Concepts of Bitcoin Peer-to-Peer: A comparison with fiat systems and real-world examples (e.g., Dubizzle, Facebook Marketplace). Electronic Cash System: Bitcoin Mining Simplified explanation: Miners solve puzzles to verify transactions, using energy in a process called Proof of Work (PoW). Pillars of Bitcoin (Open Blockchain) Open Source: Transparent source code available on GitHub. Permissionless: No age or location restrictions for users. Borderless: Seamless transactions worldwide. Censorship-Resistant: Miners update transactions without validating their purposes. Publicly Verifiable: Bitcoin transactions are traceable via Blockchain Explorer, making illicit activities detectable. Comparison to CBDCs CBDCs are not peer-to-peer and are controlled by central banks. Bitcoin provides transparency, while CBDCs allow selective verification and potential double-spending. This session breaks down the barriers to understanding Bitcoin, helping beginners grasp why it's often called the future of money. Join us for future episodes of Bitcoin DXB as we dive deeper into advanced topics like Bitcoin mining, halving, and the future of blockchain. Follow RA George and DEE A for updates and insights! Follow Us:Stay updated on the latest in crypto by subscribing to our channels and joining the discussion on LinkedIn.

Send us a textWealthy Democrats Flock to London Real Estate After Trump's Election WinFollowing Donald Trump's recent election victory, a notable trend has emerged: affluent Democrats are increasingly purchasing luxury homes in London. Becky Fatemi of Sotheby's International Realty and Marco Previero of R3Location have reported significant upticks in inquiries and relocations from wealthy Americans. These buyers are seeking a "safety net" due to their opposition to Trump's policies. High-end rental properties are particularly in demand, as many are opting to rent due to the urgency of their moves and high stamp duty taxes on property purchases. Despite recent tax changes, including increased stamp duties and the end of favorable tax regimes for non-domiciled individuals, London remains a prime destination for these buyers.Are the Super Rich Really Abandoning Britain?Charlie Mullins, a notable figure who sold Pimlico Plumbers for £145 million, announced his departure from the UK, citing inheritance tax as a primary reason. Mullins' move is part of a broader trend where high-net-worth individuals (HNWIs) are considering leaving the UK. Henley & Partners estimate a net loss of 9,500 HNWIs this year, driven by factors such as the end of the non-dom regime, tighter inheritance tax relief, increased national insurance costs, and high stamp duties on second homes. Despite the complexity and personal considerations involved in relocating, wealth managers report increased client interest in moving to destinations like Singapore, Jersey, Switzerland, and the Middle East. While actual departures remain limited, the discussion around relocation continues to grow.Co-Living Firms Set to Revolutionize the Housing MarketProminent co-living companies have launched a campaign to promote their innovative rental housing model to local authorities, national policymakers, and investors. Co-living, which focuses on community, affordability, and convenience, offers private and communal spaces such as shared kitchens, coworking areas, gyms, and lounges. Rents typically include bills, and tenancy contracts are more flexible than traditional rentals. The 'Why Coliving' campaign, led by Conscious Coliving, features participants like urbanbubble, VervLife, and HUB. Supported by the British Property Federation, CBRE, and Cascade Communications, the campaign includes multimedia content and industry events to showcase how co-living can align with housing goals and provide benefits to various stakeholders.Tom Ford Makes Largest UK Property Purchase of 2024Tom Ford has made headlines with his purchase of a property in London's upscale Chelsea district for £80 million ($104 million), marking the largest residential real estate transaction in the UK for 2024. The property, a white stucco-fronted mansion in a garden square between Hyde Park and the River Thames, adds to Ford's extensive real estate portfolio, valued at over $300 million. This acquisition follows Ford's sale of a home in Regent's Park, as he anticipates new government tax hikes on high-value properties. Ford's portfolio includes notable properties such as Jacqueline Kennedy Onassis's former Hamptons estate, a Palm Beach mansion, and Halston's former Manhattan townhouse. Since retiring from fashion, Ford has shifted his focus to his impressive real estate investments.Maximize your property wealth with London Property. Turn challenges into opportunities. With expert knowledge and reach, we tackle the complexities and inefficiencies of the property market with you.

Jeffrey founded Equine Biomechanics & Exercise Physiology (EQB), which helps HNWIs and entrepreneurs looking to enter the horse racing business pick and manage young, unraced thoroughbred horses that may become champions. Jeffrey has spent millions, including $7M+ of his own money, researching and refining the science of picking a champion racehorse for more than four decades and has grown EQB to be one of the USA's leading talent scout buyers for young unraced thoroughbred horses.   They helped one of their clients go from start-up to the leading USA racing stable in 4 years with a profit! This was even before the client made $50M+ from a racehorse they selected that won several world championships and became the first Triple Crown winner in 37 years. Several other clients have also had world champions.    Jeffrey disrupted the horse racing industry by developing a quantitative approach to finding the best racehorses, much of which has now been widely copied. His approach pre-dates and is similar to the one depicted in the Brad Pitt movie Moneyball, in which Pitt analyzes baseball players using biometric measurements at rest and while running and the type of equations and statistics to demonstrate their value and project their potential accomplishments. The data includes slow-motion films, organ scans, DNA markers, etc.    On the podcast, Jeffrey discusses:   How exhilarating the racehorse game can be, and the associated lifestyle and personal associations involved. Racehorse investments compare to traditional investments (real estate, stocks, precious metals, etc). How to become a thoroughbred owner without breaking the bank, including owning a fractional share of a championship-winning racehorse, what to know before buying a thoroughbred, and how much it costs. A description of the research methodologies behind finding and separating the good horses from the great ones. New racehorse selection technologies and the state of the industry's agents and consultants: the good, the bad, and the ugly.   To get a sense of Jeffrey, here's an episode he did with The Meb Faber Show, where he talked about whether a racehorse's winning metrics are more important than training. Equine Biometrics and the Triple Crown Challenge EQB, Jeffrey's company, specialized in equine biometrics, achieved significant milestones, such as being the first Triple Crown winner in 37 years after spending millions on research over 35 years in thoroughbred horse racing and breeding. Jeffrey shared how he became involved in the unpredictable sport after falling in love with a horse on a blind date. Michael drew parallels between winning a Triple Crown and other sports' challenges. Jeffrey attributed his success to using data and scientists. Jeffrey's Journey From Harvard to Horse Racing Success Jeffrey shared his journey from being a Harvard student to falling in love with horse racing. He initially studied law and business, but his passion for horse racing led him to research the sport's history and management. Despite facing challenges, he pursued his dream and eventually became successful in the field. He also mentioned his experience at Citibank, where he quit his job to pursue his passion for horse racing. Innovative Methods and Opportunities in Horse-Raising Industry Jeffrey expressed frustration with the lack of acceptance of his innovative methods in the horse-raising industry and the prevalence of misinformation. He suggested that small groups could benefit from his expertise and technology, making the industry a lucrative business for those with the right resources. Jeffrey also highlighted the irrationality of the industry as an opportunity. Michael and Jeffrey discussed their experiences as entrepreneurs, emphasizing the importance of curiosity and passion, and using examples like a car salesman's spreadsheet database and a fisherman prioritizing family over wealth. They discussed the potential for horse racing to grow, become more accessible, and drive economic stimulation and fan engagement, likening it to high-profile sports events and highlighting the life-changing impact of owning a racing team. Exploring Horse Racing Innovations and DNA Applications Jeffrey shared his experiences of discovering new methods and technologies in the field of horse racing, including inventing the first accurate heart rate meter for racehorses and creating a portable ultrasound machine. He emphasized the importance of curiosity and questioning established knowledge, as he found that many experts in the field were unaware of certain resources and equipment. Jeffrey also discussed his work with DNA, highlighting the potential for early identification of promising horses and the importance of accurate data in AI applications. He criticized the current trend of marketing DNA testing for speed in horses, arguing that it oversimplifies the complex factors involved in horse racing. EQB, Equine Biometrics, and Racehorse Business Jeffrey and Michael discussed Jeffrey's company, EQB, which focuses on equine biometrics. Jeffrey shared his company's website, email, and the availability of their research papers. He also emphasized the importance of understanding the racehorse business, which he described as serious and competitive.

Dutch lawmakers push for “fair share” from departing HNWIs, citing lifelong benefits of Dutch society. David Lesperance warns of exodus.View the full article here.Subscribe to the IMI Daily newsletter here.

Many HNWIs struggle with putting comprehensive wealth plans in place. And they seek tailored wealth management and protection solutions amid rising macro uncertainties. Howie Lim speaks to Leah Ng, chief bancassurance officer at Manulife Singapore to find out what they've got. Synopsis: The Business Times Branded Podcasts; finely curated, intelligent, thought provoking content for decision-makers. Inspired by the newsroom of your trusted partner. This episode is brought to you by Manulife Singapore. Highlights: 01:41 Concerns of HNWIs 04:48 Impact of volatility on HNWIs' concerns 06:07 Impact of lowering inflation on portfolios 07:49 How Manulife caters to HNWIs 09:06 Innovation need not be scary 11:22 Bespoke wealth management solutions More about: Manulife Singapore Written and hosted by: Howie Lim (howielim@sph.com.sg) With Leah Ng, chief bancassurance officer, Manulife Singapore Edited by: Howie Lim and Claressa Monteiro Produced by: Howie Lim Engineered by: Joann Chai Pei Chieh Executive producer: Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow BT Branded Podcasts: Channel: bt.sg/btbrpod Apple Podcasts: bt.sg/bpap Spotify: bt.sg/bpsp Website: bt.sg/brpod Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com When it comes to self-made millionaires and high-net-worth individuals (HNWIs), a lot of myths and misconceptions dominate public perception. From how they accumulate wealth to whether money can truly buy happiness, many of these assumptions are simply not true. Let's break down some of the most common myths about the wealthy, using real data to separate fact from fiction. Myth 1: More Money Doesn't Make You Happier Fact: More money does lead to greater happiness—especially by improving life quality and reducing stress. While the old saying goes, “money can't buy happiness,” recent research shows that wealth does contribute significantly to overall life satisfaction. Earlier studies suggested that happiness plateaus at around $75,000 a year, but more recent research from Matthew Killingsworth at the University of Pennsylvania challenges this. Killingsworth's study found that happiness continues to increase as income rises beyond $100,000, and for many, it keeps rising well past $500,000 Why? Wealth offers greater freedom from financial stress, better healthcare, the ability to outsource chores, and more time for meaningful experiences like travel or hobbies. These factors improve life satisfaction and allow people to focus on personal growth and relationships. HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/

Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning. Financial planners specializing in this niche must address these complexities to ensure wealth is not only preserved but also continues to grow across generations. By utilizing strategies that span investment diversification, risk management, and charitable giving, financial planners play a pivotal role in securing the financial future of HNWIs. Schedule a free meeting Schedule a free meeting Who Are High Net Worth Individuals? High-net-worth individuals (HNWIs) are typically categorized based on their liquid investable assets. Here's a breakdown of the general categories: High Net Worth Individuals (HNWIs): Individuals with at least $1 million in investable assets. Very High Net Worth Individuals (V-HNWIs): Those with $5 million or more in investable assets. Ultra High Net Worth Individuals (U-HNWIs): Those with over $30 million in investable assets. Each category requires distinct financial planning strategies, particularly as wealth increases. The more complex a financial profile becomes, the more critical it is to engage a professional financial planner with expertise in handling substantial assets. Why Financial Planners Are Essential for HNWIs For HNWIs, the stakes are higher when it comes to managing wealth. Traditional financial advice may no longer suffice once a certain level of assets is reached. As wealth grows, so too does the complexity of managing taxes, investments, and succession planning. The role of a financial planner is to provide a customized approach that addresses the specific needs of HNWIs. Key areas include: Minimizing tax liabilities to ensure that a larger portion of income is preserved. Investment diversification to reduce risk while maximizing returns. Estate planning to ensure that wealth is passed on to future generations efficiently. Charitable giving strategies to reduce tax burdens while supporting meaningful causes. Thematic Investing Align Your Portfolio with Your Values Schedule a free meeting  Tax Minimization for High Net Worth Individuals For HNWIs, minimizing taxes is key to wealth preservation. With high-income brackets and complex tax scenarios, strategic planning can reduce liabilities and enhance wealth retention.  Tax-Deferred Accounts HNWIs should continue maximizing tax-deferred accounts like 401(k)s and explore advanced options such as deferred compensation plans or cash balance pension plans for higher contributions.  Charitable Giving Charitable vehicles like Donor-Advised Funds (DAFs) and Charitable Remainder Trusts (CRTs) provide im...

Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their digital and sustainable transitions for tangible impact on both enterprises and society. In this podcast, we explore the record-breaking growth of high-net-worth individuals (HNWIs) and the factors contributing … Continue reading Episode 229 – What's Driving Record Highs for HNWIs? with Elias Ghanem →

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Presenting five new effective giving initiatives, published by CE on August 13, 2024 on The Effective Altruism Forum. Introduction In May 2024, Ambitious Impact (AIM) ran a program to incubate new effective giving initiatives (EGIs) in partnership with Giving What We Can. In short, EGIs focus on raising awareness and funneling public and philanthropic donations to the most cost-effective charities worldwide. In the last few years, several Effective Giving Initiatives, such as Doneer Effectief, Effektiv Spenden, and Giving What We Can, have moved millions in funding to the best charities globally. The success of these and other similar organizations suggests that further initiatives in this space could be highly beneficial, given that many highly effective charities are bottlenecked by access to funding. This article introduces five new effective giving initiatives incubated through the program we ran earlier this year in their own words. It summarizes their country of operation, near-term plans, targets, and any room for additional seed funding.[1] Organization Summaries Ellis Impact Co-founders: Fernando Martin-Gullans, Helene Kortschak Country of operation: United States (New York City) Website: www.ellisimpact.org Email address: fernando@ellisimpact.org, helene@ellisimpact.org Seed grant: $84,000 Background (why is this a promising country/angle for an EGI?) While Americans are the global leaders in total charitable giving, with over $450 billion donated annually, they currently give less than 0.5% of it to the most effective charities. Ellis Impact aims to expand effective giving by focusing on high-net-worth individuals (HNWIs) in New York City. Why HNWIs? Charitable donations are overwhelmingly heavy-tailed. For example, less than 5% of donors account for 40% of donations at existing EGIs such as Giving What We Can and Effektiv Spenden. Why New York City? Home to the largest number of millionaires (>350,000) and a GDP of $1.2 trillion, NYC has the highest wealth concentration in the world and is more economically powerful than many countries with existing EGIs (e.g., Netherlands, Sweden, Norway). It also has the highest charitable giving in the US, totaling $20 billion per year in itemized donations. Near-term plans Our first six months will focus on expanding our local network of prospective donors by attending events (e.g., networking events, conferences, galas) and tapping into existing and under-explored communities in NYC (e.g. EA Finance). We plan to further engage prospective donors through 1-1 advising and hosting our first lean, in-person events to raise awareness around effective giving, bring together like-minded individuals, and introduce them to cause area experts. Targets (reach/giving multiplier/etc.) Our minimum goal for our first nine months is to counterfactually raise our seed funding amount in public donations (>$84,000). Our ambitious goal is to raise three times as many counterfactual donations as we received in seed funding (i.e., $252,000). Room for more funding In late July, we raised $84,000 from the Seed Funding Network, allowing us to run for nine months. We would require an additional $20,000 to extend our runway to 12 months, decreasing the risk of having to shut down before we can demonstrate good results since, according to the experience of other HNW donor advisors, donor relationships potentially take longer than nine months to cultivate. Any funding on top of that would be used for hosting and attending additional and higher-quality events to meet and engage prospective donors. If you are interested in supporting our efforts in other ways, we are currently: Looking for warm introductions to prospective donors in NYC as well as super connectors and ambassadors for future warm introductions. If you know someone you think we shou...

Send us a Text Message.HNWI Investment Trends and Government Imperatives:   A majority of UK-linked high net worth individuals (HNWIs) intend to boost real estate investments, contingent on governmental actions addressing housing sector challenges like interest rates, political shifts, regulations, and tax reforms. Sectors like life sciences, logistics, and co-living are favored, while retail investments wane. Calls for easing conversion restrictions and incentivizing affordable housing underscore investor sentiments.Legal Dispute: Mincione vs. Vatican:   Italian businessman Raffaele Mincione faces accusations from the Vatican over allegedly inflating the valuation of a London property sold to them. Mincione denies fraud, asserting good faith in negotiations. The case hinges on a £95 million valuation gap, with implications for future property transactions and investor trust.Build-to-Rent Sector and Rental Market Dynamics:   Developers target middle-aged renters amid rising housing costs. The build-to-rent sector seeks to stabilize housing options for tenants over 35, backed by significant investments. Challenges include planning constraints and tenant protections, prompting calls for legislative reforms to ensure affordable, secure rentals.General Election and Housing Policy:   With the UK election looming, housing policies shape voter decisions, impacting renters and buy-to-let landlords. Parties propose reforms from rent controls to tax relief, navigating tenant rights and landlord obligations amidst economic uncertainties and regulatory changes.Legal Victory in SDLT Appeal:   In a notable legal win, a homeowner overturns HMRC's SDLT demand by proving property uninhabitability due to severe defects. The case underscores the importance of robust evidence in tax disputes and the role of expert representation in securing favorable outcomes.#HNWIInvestment #LegalDispute #BuildToRent #HousingPolicy #SDLTAppealMaximize your property wealth with London Property. Turn challenges into opportunities. With expert knowledge and reach, we tackle the complexities and inefficiencies of the property market with you.

In this episode of The Purposeful Investor, host Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexity management. Exploring global wealth trends and Australia's wealth distribution, they highlight the rise of high-net-worth individuals (HNWIs) and the importance of preparing the next generation for wealth stewardship. Advocating for financial literacy and equality within families, they discuss practical steps and initiatives to empower heirs and ensure effective wealth management, underscoring their commitment to guiding families towards a future of prosperity and fulfilment.0:00-1:11 - Introduction and welcome 1:11-5:00 - Athlete investors and three types of complexity   5:00-10:46 - The three types of complexity - time, technical, emotional 10:46-15:14 - Wealth statistics in Australia, other countries, definition of HNWI   15:14-19:23 - Additional statistics on wealth distribution and real estate values Resources:Australian StatisticsKnight Frank Wealth ReportWhat does $1M USD buy you in SQM across different citiesWhat does it take to be in the top 1%For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

If you're counting on a financial advisor to grow your wealth, it's likely that MOST of your money is in the stock market.But that's not how ultra-high-net-worth individuals approach investing.So, what if you diversified your portfolio to include more alternative investments? Drew Kniffin is Partner and President at Nighthawk Equity, the multifamily investing arm of The Michael Blank Brands.Drew has a corporate finance and real estate investing career that spans two decades, and he is passionate about helping high-net-worth entrepreneurs invest passively in apartments.On this episode of Financial Freedom with Real Estate Investing, Drew joins me to debate the pros and cons of investing in the stock market versus real estate.Drew makes the case for the stock market, explaining why you should stay engaged with Wall Street as part of a balanced portfolio.Michael discusses why he's cynical about stocks, describing how the volatility of the market can decimate your returns over time.Listen in for insight on how HNWIs invest their money and learn how to optimize your portfolio, mitigate your risks, and grow your wealth with real estate!For full episode show notes visit: https://themichaelblank.com/podcasts/session419/

In this episode, our host Brandon speaks to Alexis Augier, Founder and CEO of Vega. We discuss the changing world of Private Wealth, as technological adaption and embracing alternative assets come to the forefront of the industry for a new generation of HNWIs and their advisors.Follow Alexis on LinkedInFollow Vega on LinkedInFollow Guernsey Finance on LinkedInFollow Guernsey Finance on InstagramFollow Guernsey Finance on Threads: @guernseyfinance

Welcome to Episode 36 of REAL ESTATE INVESTING IN NEW YORK!! Please remember to Subscribe, Review and Share this podcast, it is SO appreciated!  YOU CAN ALSO WATCH THIS EPISODE ON YOUTUBE Contact me: Email: christina.Kremidas@elliman.com Join me on Instagram and Tiktok In this Episode, we take a break from the real estate market and dive into the common traits of my wealthiest clientele. Here in NYC, I am constantly meeting new people and often notice similar characteristics among HNWIs.  Did I forget any traits here? Let me know your thoughts!      Are you purchasing in NYC?  I would love to answer your questions! I always am so happy to have the opportunity to work with you - if you would like for me to represent you as your Broker as you begin the property purchase or sale process, please do not hesitate to reach out to me. Discover the value of your home Please subscribe to this channel and turn on notifications (click the bell icon) so you can keep up with the videos I post! Check out my website 

Scott Kerr is joined by Greg Spencer, Chief Executive Officer of Timbers Company, a leading luxury vacation homes and rentals company that offers the ability for HNWIs to buy whole and fractional ownership in vacation properties in the world's top destinations. Greg discusses how Timbers Company strives to deliver the same top-of-the-strata services and opulent experiences to its wealthy co-owners as ultra-luxury hotels, why the wrenching correction in the second-homes market didn't impact Timbers' business, creating a culture of hospitality excellence through creative solutions, and why the 'experiential luxury' trend compliments its business model. Plus: Big luxury travel themes for the coming yearFeaturing: Greg Spencer, Chief Executive Officer of Timbers Company (timberscompany.com)Host:Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast:The Luxury Item is a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: Email: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend!

Show host Gene Tunny interviews former investment banker Will Nutting, who runs the investment newsletter "Nutstuff”, to discuss emerging investment opportunities in 2024 and beyond. Will explains how he focuses on unloved areas like coal, uranium and cannabis that many investors overlook. He also emphasizes the importance of factoring geopolitical risks into investments and outlines opportunities that he sees in gold, Bitcoin, distressed debt, and investments in Russia. Will discusses how paying attention to geopolitics can provide an investment edge and outlines his process for gathering insights from his extensive network. Please note that the discussion is meant to provide general information and not specific investment advice.Please contact us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored. About this episode's guest Will NuttingWill is the Founder and CEO of Nutstuff, a no-nonsense, investment newsletter with 2K+ subscribers, including CEOs and CFOs of some of the world's biggest financial institutions, founders of the most exciting startups, investors at the highest performing funds across private and public markets, and HNWIs.Will has been writing about and investing in markets since the 1990s, focusing on U.S. and global equities, and has had the good fortune to interact with and exchange ideas with many smart investors.What's covered in EP219Investment banking, media analysis, and providing a better perspective. (1:59)Geopolitics, equity research, and market trends. (7:32)Potential peace treaty between Russia and Ukraine. (13:24)Geopolitical tensions, global debt, and the future of Western nations. (16:53)Investment strategies and geopolitical risks. (22:51)Energy policy, ESG investing, and the future of fossil fuels. (28:31)Investing in various market caps, including small and mid-cap stocks. (34:01)Crypto investing and market trends. (36:29)Geopolitics, investing, and global markets. (42:30)Investing in distressed debt and real estate. (47:29)TakeawaysWill Nutting believes opportunities exist in unloved areas like coal, uranium, offshore drilling, and cannabis/marijuana stocks.Geopolitical risks like those in Ukraine, the Middle East, and China/Taiwan need to be factored into investments. Distressed debt could provide opportunities if the economic situation deteriorates.Will is positioning for 2024 by focusing on gold, Bitcoin, commodities producers, and select technology companies.Links relevant to the conversationWill Nutting's newsletter Nutstuff:https://www.nutstuff.co.uk/Thanks to Obsidian Productions for mixing the episode and to the show's sponsor, Gene's consultancy business www.adepteconomics.com.au. Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

Originally published September 23, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

A "Family Office" is remarkable entity that High-Net-Worth & Ultra-High-Net-Worth Families use to manage their wealth as it grows, and preserve it for their future generations.  A family office provides a wide range of services tailored to meet the needs of HNWIs. From investment management to charitable giving advice, family offices may offer a dedicated team of specialists to service these clients.  Today we are excited to explore the intersection of family businesses and compassionate capitalism on the show. Guillermo Salazar, Founder of Exaudi Family Business Consulting, author and global speaker, shares his insights on best practices establishing and maintaining an effective family office.  Key Points:  1: Define a Unifying Business Purpose based on Shared Values - In the world of family businesses, establishing a clear and unifying purpose for the business is the critical first step. Guillermo Salazar emphasizes that this purpose extends beyond financial success and aims to unite the family and business values. This fosters better communication among family members and lays the foundation for a shared vision, much like a company's mission. By creating an effective family charter, the owners can define the firm's purpose and equip themselves with the tools to identify and manage the next generation of leaders, ultimately preparing for a successful generational transition. 2: Understanding the Essence of Family Offices - Family offices offer a holistic approach to managing the financial and investment needs of affluent individuals or families. Unlike traditional wealth management firms, they bring a wide range of services under one roof, including financial planning, investment management, wealth transfer planning, tax services, and more. Family offices can be tailored to the specific needs of HNWIs, addressing both financial and non-financial concerns, such as managing family assets, private schooling, and travel arrangements. 3: The Decision Between Single-Family and Multi-Family Offices - Karen and Guillermo delve into the decision-making process for high-net-worth families to decide between single-family offices and multi-family offices (MFOs). Single-family offices are dedicated to serving one ultra-affluent family, offering a highly personalized approach. On the other hand, MFOs cater to multiple clients, resembling traditional private wealth management practices. The decision between these options often comes down to cost and control, with HNWIs weighing the benefits of sharing the expenses for specialized resources versus having exclusive control over their family office's services. This episode of "The Compassionate Capitalist Show," is important for all listeners that are working to create great wealth.  Some day you will need to pave your path to the intersection of family businesses and compassionate capitalism, uncovering the essential steps for success, and the role of family offices in managing wealth, and the decision-making process behind choosing the right family office model.  Guillermo Salazar's extensive experience in family business governance and succession planning provides valuable insights for families looking to navigate the complexities of both business and wealth management. Connect and learn more:  https://www.exaudionline.com/ Author: A Road to Triumph in Family Business gives you theoretical and practical strategies to manage each stage, with real examples and a clear guide to best practices for establishing a family office.  https://www.guillermosalazar.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org      

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:00 - Intro 1:56 - Mitch's backstory 7:08 - It's for the kids 12:57 - BitGo 21:21 - Bitcoin breaking from Crypto 26:00 - Early in monetization process for digital gold 29:57 - Custodial risk 40:22 - A message from Onramp 40:47 - Fear of losing your own Bitcoin 50:29 - Innovator's dilemma and new fee structures 53:32 - Providing context, setting a new standard 1:02:21 - Shifting mindset to custody as a paid service 1:09:09 - Heavy bags are uncomfortable 1:13:56 - Building the future and spreading the word 1:25:07 - Wrapping up  Onramp is a bitcoin asset management platform built on multi-institution custody. We serve high net-worth individuals, institutional investors, and financial intermediaries with a best-in-class suite of products, which include Multi-Institution Custody, a spot Bitcoin Fund, Onramp Wealth for RIAs, and Private Wealth services for HNWIs. Leveraging our partnership with BitGo and other industry leaders, Onramp's multi-institution custody is a first-of-its-kind institutional-grade vault, requiring 2 of 3 institutions at any point in time to sign once a client's unique permissions have been met.  Our multi-institution vaults utilize cold storage key signing and authentication at the direction of the client to maximize security for client assets. This pioneering approach to custody is the foundation of Onramp's financial products, which reduce counterparty risk associated with trusting a single institution.  To learn more about how Onramp can help you secure a new or existing bitcoin position, please visit our website at www.onrampbitcoin.com, where you can schedule a consultation and connect directly with our team.

Originally published September 30, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠ Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:30 - Is this time different? 17:44 - Stagflation 21:22 - Millennials vs Boomers 25:45 - Sound and BS investments 31:52 - Bitcoin is a no brainer in upcoming crisis 38:25 - Looking bad for the side of deflation 42:16 - Counterparty risk 46:54 - Sell the news? 51:16 - Digital scarcity 54:13 - Important names catching on 59:51 - Centralization of Bitcoin 1:06:21 - Multisig standard 1:11:55 - Interesting times  Onramp is a bitcoin asset management platform built on multi-institution custody. We serve high net-worth individuals, institutional investors, and financial intermediaries with a best-in-class suite of products, which include Multi-Institution Custody, a spot Bitcoin Fund, Onramp Wealth for RIAs, and Private Wealth services for HNWIs. Leveraging our partnership with BitGo and other industry leaders, Onramp's multi-institution custody is a first-of-its-kind institutional-grade vault, requiring 2 of 3 institutions at any point in time to sign once a client's unique permissions have been met.  Our multi-institution vaults utilize cold storage key signing and authentication at the direction of the client to maximize security for client assets. This pioneering approach to custody is the foundation of Onramp's financial products, which reduce counterparty risk associated with trusting a single institution.  To learn more about how Onramp can help you secure a new or existing bitcoin position, please visit our website at www.onrampbitcoin.com, where you can schedule a consultation and connect directly with our team.

Andy Hagans is a two-decade serial entrepreneur who helps High Net Worth Investors protect and grow their wealth with alternative investments. After founding, scaling, and selling four different seven- and eight-figure businesses, Andy decided to purchase multiple businesses through private equity partnerships, and now partners with talented entrepreneurs and real estate developers through GP, Co-GP, and LP investments. Andy is a co-founder of WealthChannel, the leading community for HNWIs who are placing capital in alternative investments. He also hosts The Alternative Investment Podcast. This week, Nate sits down with Andy to discuss buying back your time, creating equity, and private investing. Contact Andy: LinkedIn: Andy Hagans Podcast: The Alternative Investment Podcast

Have you noticed it seems like everyone is an investing expert these days…or at least THINKS they're an investing expert these days?   Gone are the days of Bull-and-Bear conversations limited to the suits on Wall Street. Now, anybody can get in on the action. Making your money work for you has never been easier, while at the same time, more complicated. There is an art to investing. And despite what your Twitter feed might tell you, you'll rarely find overnight success and riches. Slow and steady wins the race.   That's why we were excited to sit down with today's guest. Meet Zaheer Anwari, co-founder of SublimeTrading.io. He helps CEOs and HNWIs (high net worth individuals) get consistent returns in the stock market with a proven strategy that averaged 30%+ per annum over the last decade.    How does he do it? Reverse engineering. Instead of choosing assets based on what you WANT to invest in (i.e., Tesla fans will want to buy Tesla stock), he helps people determine how much money they want by when… and then works backward to decide the right investment strategy to achieve that goal. He strictly uses technical analysis, focusing on small wins that compound over time using cutting-edge tech for current market conditions.    Investing and reemploying capital - when done strategically - is an excellent way to develop second, third, or even fourth streams of income. If you're a busy professional looking to achieve results without dedicating endless hours, we strongly encourage you to first listen to this episode, and then visit SublimeTrading.io to learn more. Episode Highlights: Technical analysis vs. Fundamental analysis…and how to use them in tandem His daily process to determine which assets make it to his portfolio Why he only takes end-of-day positions His stance on long positions How a 30% success rate can still generate 7 to 8 figures a year The best trade he ever made Favorite Quote: “It's not about how many winners you have. Focus on how large your winners are and keep them compounding.”   Connect with Zaheer: https://www.linkedin.com/in/zaheeranwari/  https://sublimetrading.io   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Your favourite podcast duo is back with another insightful episode. This time, they talk about the evolution of Dubai real estate over the years, the areas that HNWIs are eyeing, and how the emirate is changing from a temporary destination to an ideal long term home for many.Your Ultimate 2024 Dubai Real Estate Investment Guide

Africa is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges? Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enjoy high yields with CapEx investments in Africa and emerging markets. Show notes: https://wealthchannel.com/2023/04/jim-chu-131/

Are you looking to tap into the high-end market and target wealthy consumers with Facebook ads?

When you're raising capital for a real estate deal, it's tempting to pitch potential investors right away.But if you try to sell a high-net-worth individual before you've established trust, your chances of conversion are slim to none.So, how do you make meaningful connections with HNWIs and build trust in a way that makes them want to invest with you?Brad Blazar is the creator of Capital School, one of the fastest growing communities for entrepreneurs, business owners and CEOs learning to attract, raise and close high-net-worth investors.Having raised well over $2 billion for his own businesses, Brad is a sought-after speaker on the subject of raising capital and author of Winning at the Capital Game: Using Other People's Money to Build Wealth.On this episode of Financial Freedom with Real Estate Investing, Brad joins me to explain what works in building relationships with high-net-worth individuals, walking us through the steps he takes to establish trust prior to a pitch.Brad discusses how to stay in contact with potential investors while you're waiting for a live deal and describes what he's doing to raise capital in an uncertain economic environment.Listen in for insight around raising private equity money for real estate deals and learn Brad's genius strategies for connecting with potential investors—at traditional networking events or a nearby Starbucks!For full episode show notes visit: https://themichaelblank.com/podcasts/session356/

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series. With the focus shifting from inflation to recessionary pressures, what investment strategies can HNWIs employ to ensure portfolio resiliency? And can anyone use those strategies as well? Correspondent Howie Lim speaks to Dr. Neo Teng Hwee, chief investment officer and head of products and solutions at UOB Private Bank to find out.  This episode is brought to you by UOB Private Bank. Highlights: 01:25 Investment strategies to employ in 2023 04:17 How market conditions dictate these strategies 06:18 Strategies accessible to all 08:18 How to navigate digital assets space 10:38 Family offices continue to play a role 11:54 Sectors to look into and why More about: UOB: Private Bank https://www.uob.com.sg/private/index.page UOB: Private Bank Investment Insights https://www.uob.com.sg/private/advisory/investmentinsights.page Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim --- Follow BT podcasts: Channel: https://bt.sg/pcOM Apple Podcasts: https://bt.sg/pcAP Spotify: https://bt.sg/pcSP Google Podcasts: http://bt.sg/pcGO Website: https://www.bt.sg/podcasts Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Feedback to: podcast@sph.com.sg  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks BT Mark To Market: http://bt.sg/btmark2mkt PropertyBT: http://bt.sg/btpropertybt WealthBT: http://bt.sg/btwealthbt BT Market Focus: http://bt.sg/btmktfocus BT Branded Podcasts: http://bt.sg/brpod #BTPodcastSee omnystudio.com/listener for privacy information.

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series. With the focus shifting from inflation to recessionary pressures, what investment strategies can HNWIs employ to ensure portfolio resiliency? And can anyone use those strategies as well? Correspondent Howie Lim speaks to Dr. Neo Teng Hwee, chief investment officer and head of products and solutions at UOB Private Bank to find out.  This episode is brought to you by UOB Private Bank. Highlights: 01:25 Investment strategies to employ in 2023 04:17 How market conditions dictate these strategies 06:18 Strategies accessible to all 08:18 How to navigate digital assets space 10:38 Family offices continue to play a role 11:54 Sectors to look into and why More about: UOB: Private Bank https://www.uob.com.sg/private/index.page UOB: Private Bank Investment Insights https://www.uob.com.sg/private/advisory/investmentinsights.page Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim --- Follow BT podcasts: Channel: https://bt.sg/pcOM Apple Podcasts: https://bt.sg/pcAP Spotify: https://bt.sg/pcSP Google Podcasts: http://bt.sg/pcGO Website: https://www.bt.sg/podcasts Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Feedback to: podcast@sph.com.sg  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks BT Mark To Market: http://bt.sg/btmark2mkt PropertyBT: http://bt.sg/btpropertybt WealthBT: http://bt.sg/btwealthbt BT Market Focus: http://bt.sg/btmktfocus BT Branded Podcasts: http://bt.sg/brpod #BTPodcastSee omnystudio.com/listener for privacy information.

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives. Listen in! Key Highlights: [00:01 - 12:38] What Wealth Counseling isIt's the personal interface between the individual and their wealth Why it's important being able to take a chunk out of the person who can be around the issue of wealthWhy there will be a surrounding of advisors where there's a transfer of wealth [12:54 - 19:46] What are the Common ThreadsWhy inheritance, intergenerational wealth transfer and people selling business is a common threadAmanda's basic tenet: Meaning, Purpose, and Structure Why we need to be multidimensional [20:23 - 37:46] Working With Helping SomeoneWhy wealth doesn't define youWhy it takes a lot of soul searching about what you want to doWhy always remaining in your integrity is essential [37:47 - 39:05] Closing Segment Key Quotes: “Where there's a transfer of wealth. There will be a surrounding of advisors.” - Amanda Falkson “The saddest person in town can be the person who's just sold their business for a huge amount of money.“ - Amanda Falkson Connect with Amanda:LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=ukWebsite: www.psychotherapycity.co.uk Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Money Talks is a series on personal finance sponsored by Metropolitan Bank & Trust Co. (Metrobank). Ruben L. Zamora, head of the Institutional Investors Coverage Division at Metrobank, explains how high-net worth individuals (HNWIs) can protect and perhaps grow their assets in the face of rising inflation, a weak peso, and a dimming global outlook. Previous crises have taught us that the best time to buy risk assets is when "there is blood on the street," he says in this B-Side episode. “You need advisors and wealth managers to help you understand when there is blood on the street. You don't actually wait for that to happen.” Recorded remotely in October 2022. Interview by Santiago J. Arnaiz, former digital platform editor at BusinessWorld. Produced by Joseph Emmanuel L. Garcia and Sam L. Marcelo.

Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles. Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies. Show notes: https://altsdb.com/2022/10/chris-loeffler-066/

Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy. So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to discuss which asset classes may be poised to outperform, according to her team's latest research. Show notes: https://altsdb.com/2022/10/lara-rhame-065/

Dan McMurtrie is the Portfolio Manager at Tyro Partners, an asset management firm for institutions and HNWIs; and the General Partner at Anchorless Bangladesh, an early stage venture fund focused on Bangladeshi startups. Links: Dan's Twitter: https://twitter.com/SuperMugatu Tyro Partners: https://www.tyropartners.com/ Anchorless Bangladesh: https://www.anchorless.vc/ Coolworks: Jobs in Great Places: https://www.coolworks.com/ Show Notes: Are we in the schadenfreude part of the market cycle? Going back to the fundamentals Solving the agency problem Taking concentrated beta risk Having clarity around your goals The behavioral risk in investing Do not get married to your investment thesis It's always you vs. you Investing is about understanding other people's mistakes Societal costs of stablecoins being unstable Compatibility of social media and representative democracy Issues with the current US Govt. administration Number one existential risk for US currently Risks of information overload Improving education about commerce Dopamine manipulators Leadership vs. Stakeholder management America vs China for policy changes US legal immigration system And MUCH more!

Los más ricos, los que tienen activos financieros de más de un millón de dólares (high net worth individuals, HNWIs) han cambiado, más que otros consumidores

Have you ever felt like you were in a rut? Like you were stuck in a place that just wasn't right for you, and all you could do was wait for something to change?That's exactly how I felt. I was lucky enough to have a job that paid the bills, but it didn't feel like it fit me. I was so frustrated by my situation—and then one day, I woke up. The world was still the same, but all of a sudden, I realized that I didn't have to be tied down anymore. That's when it hit me: if I couldn't change my situation, maybe I could change myself.So that's what I did—I set out on an adventure to find my flow. My goal? To unlock my genius and discover what makes me truly happy. And luckily for us both, I found it! Now I want to share what worked for me with others who are also looking for their own path forward.Hosted by Dr. Julia Colangelo. A coach and adviser to thought leaders, visionaries, public figures and HNWIs (millionaires & billionaires).Need a video? Video Supply make it easy to create video worldwide. Click here to get started.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: EA will likely get more attention soon, published by Julia Wise on May 12, 2022 on The Effective Altruism Forum. As EA-aligned foundations and projects direct more money, EA ideas continue to gain traction, What We Owe the Future comes out, etc, there's naturally going to be more attention on EA soon. That attention will likely range from enthusiasm to thoughtful criticism to . . . less thoughtful criticism. If you've been involved in EA for a while, this transition might be a bit disorienting. I'm writing this post on behalf of some staff (at CEA, Forethought Foundation, and Open Philanthropy) who are working on communications for EA as a movement. We're trying to prepare for increased attention, plan the best ways to communicate complex ideas succinctly, and increase the chance that EA will be portrayed accurately and thoughtfully. Doing more proactive communications work For the last several years, most EA organizations did little or no pursuit of media coverage. CEA's advice on talking to journalists was (and is) mostly cautionary. I think there have been good reasons for that — engaging with media is only worth doing if you're going to do it well, and a lot of EA projects don't have this as their top priority. While this may have made sense for each individual organization, as a result, we've missed out on opportunities to convey the good ideas and work coming from EA. There's also confusion out there about what EA is even about. Ideally more people would have a clearer sense of what EA is, so they can agree or disagree with an accurate representation of EA and not with a misconception. Several EA organizations are working together with a communications advising firm to answer questions like Who are key audiences we especially want to reach? How do these audiences currently see EA? What are the best ways to reach these audiences? What EA ideas are especially important to convey? Connecting EA projects with journalists I've been writing to EA organizations and projects to see if they have recent success stories that journalists might be interested in covering. If I've missed your project and you'd like some help connecting with journalists who might want to cover your work, please do get in touch! media@centreforeffectivealtruism.org As before, if a journalist reaches out to you, we suggest you look through our guide on responding to journalists. FAQs If I see a new media piece about EA, who should I flag it to? Feel free to flag things to media@centreforeffectivealtruism.org and we'll talk with our advisors about whether some kind of response makes sense. We'll likely have heard about pieces in large-scale publications, but might miss coverage of EA in publications in languages other than English, or targeted readership that might be of interest (e.g. university student newspapers, professional sub-communities). Why don't CEA or other EA orgs push back more publicly on misconceptions? The advice we've gotten so far is to not repeat misconceptions. You're unlikely to see an EA organization say “No, X isn't true; actually Y is true.” Instead they're more likely to talk about “Here's why Y is important.” Some criticisms will be unfair or uninformed. Typically we expect to respond by writing pieces explaining our own views rather than responding directly to critical pieces. Should I reach out to celebrities, HNWIs, etc about getting involved with EA? Very unlikely. There are existing projects doing this, and it's better that outreach happen in a coordinated way than a bunch of people contacting them. Simran Dhaliwal of Longview Philanthropy writes: “Please do reach out if you have a connection to an UHNW individual/family; we'd be more than happy to invest the many hours it takes to build a relationship and discuss EA concepts in-depth / assist with coordination." s...

Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. From private equity to whiskey, real estate to haute couture, how important is the definition of alternative investments since it's increasingly becoming grayer? And how is their value holding up in this inflation riddled environment? Correspondent Howie Lim speaks to Daryl Ho, senior investment strategist, chief investment office, DBS to find out.   Highlights of the conversation:  01:00 Define alternative investments as what they're NOT 02:20 Rising interest in alternatives 04:50 HNWIs allocating more, should regular investors too? 06:15 Biggest risks of alternatives 11:15 Do we really need alternatives? Produced by: Howie Lim (howielim@sph.com.sg) and Christopher Lim Edited by: Howie Lim Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP SPH Awedio app: https://www.awedio.sg/  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM   --- For more on personal finance, go to: bt.sg/moneyplaybook See omnystudio.com/listener for privacy information.

Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. From private equity to whiskey, real estate to haute couture, how important is the definition of alternative investments since it's increasingly becoming grayer? And how is their value holding up in this inflation riddled environment? Correspondent Howie Lim speaks to Daryl Ho, senior investment strategist, chief investment office, DBS to find out.   Highlights of the conversation:  01:00 Define alternative investments as what they're NOT 02:20 Rising interest in alternatives 04:50 HNWIs allocating more, should regular investors too? 06:15 Biggest risks of alternatives 11:15 Do we really need alternatives? Produced by: Howie Lim (howielim@sph.com.sg) and Christopher Lim Edited by: Howie Lim Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP SPH Awedio app: https://www.awedio.sg/  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM   --- For more on personal finance, go to: bt.sg/moneyplaybook See omnystudio.com/listener for privacy information.

Daud Vicary has spent over 47 years in the finance and consulting industries, with significant experience in Asia, Europe, and the Middle East. Though formally retired since 2017, he holds many current positions, including his flagship role as an independent director at Finalytix, an analytics provider to ultra-high net worth individuals (HNWIs), family offices, and independent financial advisors (IFAs). He is also a managing director at DVA Consulting, an Islamic finance consultancy, and he is the chairman of Ethis Global, a fintech, impact investment, and Islamic crowdfunding platform based in Malaysia.  Applying his ethics skills in practice, he also sits on the advisory boards of PayHalal, the world's first Shariah-compliant payment gateway, and IslamicMarkets.com, a leading financial intelligence and investing platform. Read more here: https://www.tradefinanceglobal.com/posts/podcast-s1-ep81-islamic-finance-guru-daud-vicary-on-fintech-sustainability-other-engines-of-growth/

There are many compelling reasons High Net Worth Investors might include gold in their portfolio, including portfolio diversification, tangibility, and a hedge against inflation. Precious metals, gold in particular, can be safe havens when other assets are struggling. And in recent years, gold has been a growth asset class with good profit potential. Stephen Flood is the CEO of GoldCore, an international gold broker located in Dublin, Ireland. Since 2003, GoldCore allows investors to buy gold and silver for direct delivery or for secure storage in a numerous high security vaults around the world. Show notes and transcript at AltsDb.com

This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

In this episode Lily Kennett and Juliet Young talk to Schillings' Cyber expert Gurpreet Thathy - or G as he's known to his colleagues - to lift the lid on the world of metadata. Lily and Juliet explore how metadata can assist an investigation and Gurpreet quizzes them on what info is held in images and computer files.Gurpreet has extensive experience in digital forensic investigations and his experience includes investigations on computers and mobile devices as well as other computer peripherals for law enforcement, government agencies, corporates and HNWIs. Gurpreet also manages Technical Surveillance and Counter Measures (TSCM) sweeps where he has gone into organisations and looked for any physical evidence of any eavesdropping devices using various equipment and methodologies.For more information about Schillings, click here and to contact the team, email Plainsight@schillingspartners.com.

Brad Yasar, Chief Executive Officer & Founder, EQIFIDeFi – decentralised finance – offers an alternative to traditional financial products. The evolution of cryptocurrencies, whether offering the volatility of Bitcoin or the stablecoin link of Tether to the US dollar, are having a profound impact on innovation and investment in DeFi through the creation of new potential investment vehicles for both institutions and HNWIs. Brad Yasar, CEO and Founder of DeFi platform EQIFI speaks to Robin Amlôt of IBS Intelligence. 

Edward Marshall is joined by Andrea Fiorelli, partner and head of the Dentons Italian Tax practice in Milan and Rome. Andrea sits on several boards of directors for financial institutions, focusing also on high net worth and wealth/asset management as part of his practice. He advises key managers, shareholders and individual investors of financial institutions, as well as entrepreneurs who focus on estate and succession planning matters. Together, they discuss the Italian family office and high net worth landscape, including what entices a family office to set up shop in Italy, the effect of Brexit on the Italian marketplace, and how non-Italians are obtaining residency as part of their business planning. Family offices e HNWIs in Italia. Considerazioni sistemiche, best practice e trend di sviluppo Edward Marshall è assistito da Andrea Fiorelli, partner e responsabile del dipartmento tax dello studio legale Dentons in Milano e Roma. Andrea è membro di consigli di amministrazioni in diverse istituzione finanziarie, focalizzando una parte rilevante della propria attività professionale nell'assistenza a clientela high net worth e nel wealth/asset management. Presta consulenza a managers apicali, azionisti e investitori in rilevanti istituzioni finanziarie, così come a soggetti imprenditoriali focalizzati su tematiche di pianificazione patrimoniale e successoria. Congiuntamente si confrontano a tutto campo sul fenomeno dello scenario domestico italiano dei family offices e dell'assistenza ai grandi patrimoni, non negligendo inoltre le esigenze organizzative dei family offices operanti attivamente in Italia, l'effetto della Brexit sui rapporti transfrontalieri e sul trend relativo all'acquisizione della residenza domestica da parte di soggetti non residenti come parte della pianificazione patrimoniale.

Alfred assists high net-worth individuals (HNWIs) in handling their wealth-related issues, such as contentious and non-contentious trust and probate, mental capacity, family office, amongst other wealth management matters. He is also a leading Dispute Resolution lawyer with over 20 years of experience in Hong Kong. Moreover, Alfred helps clients with issues regarding Family Law. Learn more > https://www.hugillandip.com/solicitors/alfred-ip/

Capgemini's 2021 World Wealth Report (WWR) has revealed the new generation of high-net-worth individuals (HNWI) are significantly more tech-savvy. 71% of APAC HNWIs say that they prefer digital self-service over receiving human assistance, while 72% of HNWIs are investing in cryptocurrencies and other digital assets. The report also noted that technology breakthroughs, changing social dynamics, new ecosystem players, the democratization of investment management, and the rise of digital channels and assets necessitate a new competitive game plan for wealth management firms.Just exactly what that means is the subject of this PodChat for FutureCIO with Capgemini's global head of market intelligence Elias Ghanem who joins us all the way from Paris, France.1.       How has wealth management (WM) changed since 2019? 2.       Who is driving these changes?3.       What are the challenges for wealth management firms as they look to adopt technology into their practice?4.       What are the bare minimum tech wealth management firms should invest in as part of their digital transformation strategy?5.       What, in your opinion, is the role of WealthTech in the development of wealth management firms?6.       What is your advice for leadership at wealth management firms in deciding the course of direction for their organisations?

Jason Blick, Director & CEO, EqibankBased in Cayman and serving corporates and HNWIs in more than 180 countries, Eqibank also offers its digital banking solution to third parties as white label banking through a BaaS solution. This means institutions not regulated as banks may offer banking services. Eqibank is also expanding into DeFi, offering a single uniform platform for DeFi products with access to bank accounts, custody, debit and credit cards. Robin Amlot of IBS Intelligence spoke to Jason Blick, Director and CEO of Eqibank. The discussion begins with a review of the crypto and capital markets.

South Africa’s headline consumer price inflation has not risen as quickly as analysts have forecast. rose to 3.2% year-on-year in March from 2.9% in February, data from Statistics South Africa showed on Wednesday. South Africa is home to over twice as many millionaires (HNWIs) as any other African country. Despite this, the total private wealth held in the country declined by 25% between 2010 and 2020. This is according to the Africa Wealth Report 2021, published on Tuesday by Johannesburg-based wealth intelligence firm New World Wealth together with Mauritius-based AfrAsia Bank. The government’s decision to include three liquid natural gas powerships from Karpowership SA for emergency power is a mistake which will cost South Africa dearly in the long run, reports MyBroadband.co.za. This is the view of energy expert Chris Yelland. Zimbabwe plans to sell the right to shoot as many as 500 elephants for as much as $70,000 (about R1m) per animal to help fund the upkeep of its national parks, reports Bloomberg.

South Africa’s headline consumer price inflation has not risen as quickly as analysts have forecast. rose to 3.2% year-on-year in March from 2.9% in February, data from Statistics South Africa showed on Wednesday. South Africa is home to over twice as many millionaires (HNWIs) as any other African country. Despite this, the total private wealth held in the country declined by 25% between 2010 and 2020. This is according to the Africa Wealth Report 2021, published on Tuesday by Johannesburg-based wealth intelligence firm New World Wealth together with Mauritius-based AfrAsia Bank. The government’s decision to include three liquid natural gas powerships from Karpowership SA for emergency power is a mistake which will cost South Africa dearly in the long run, reports MyBroadband.co.za. This is the view of energy expert Chris Yelland. Zimbabwe plans to sell the right to shoot as many as 500 elephants for as much as $70,000 (about R1m) per animal to help fund the upkeep of its national parks, reports Bloomberg.

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments, Distressed) & Stock market (Indexes & Sectors) asset buckets. I'm stoked to bring you this conversation. Tiho is an incredible investor, thinker, and genuinely great human being. Listening to him talk you can feel the excitement he has for his craft. He's a devout student of history, which you'll learn as you listen. Our conversation runs the gambit and includes: How to find deals Lessons from the family business What it means to invest globally Why you should travel if you want to invest around the world The power of studying history Finding asymmetric and uncorrelated ideas And more! Here's the time-stamp: [4:10] Tiho's Early Life And Background [19:17] Asia's Exploding Middle Class [35:01] Tremendous Opportunity In Europe [51:02] Investment Idea: Litigation Finance [75:05] High Valuations & High Returns ... For How Long [93:42] 50%+ Returns in Luxury Real Estate [111:18] You Can Be Bearish & Long [116:13] Closing Questions If you enjoyed our conversation please leaving a rating and review! It helps spread the word about our podcast and helps us make it better.

The Agenda

This episode is with Consul General Rose-Ann Benjamin. She is Grenada's first Consul General to the United Arab Emirates. Previously, Ms. Benjamin served as an educator for over 18 years at one of Grenada's leading high schools. We talk about Grenada; CBI; helping people; how HNWIs in Dubai view Grenada and lots more.

What most people don’t expect from someone in finance is a focus on conscious wealth generation and creating more change around the world by way of picking projects with intention. Meet Antonio Del Giudice: an investor, consultant, coach and philanthropist.  He was raised in a quaint, urban city in Northern Italy. He was well-adjusted child but a thinker, curious, quiet, lived in his own ‘little’ world and found he never really fit in….all of which has been instrumental in helping him forge my own path while relying on my inner compass, voice and what I deem to be meaningful impact-driven work. He was drawn to the finance world when he won a fully paid sponsorship by the Enrico Mattei Foundation; this act of contribution and kindness left an impression on him. He knew whenever he’d be in a similar position, he would do the same for someone else. His studies and career have taken him to different corners of the world working in capital markets and investment banking in France, Italy, the US, and the UK before deciding to quit the corporate life to open my own consulting and coaching firm out of Dubai.  Feel free to tell me a bit about how this episode resonated with you by leaving a review of this episode and share anything that resonates with you. If you’d like to hear from me on new episodes or simply want to elevate your inbox, give me a visit at www.neelamtewar.com to sign up form monthly notes from me. See omnystudio.com/listener for privacy information.

This week Flagship Digital Insights welcomes Rumble Romagnoli, the CEO at Relevance a Luxury Digital Marketing Agency based in Monaco. On this episode we're gaining insights into digital marketing strategies that appeal to the HNWIs of this world.https://relevance.digital/Flagship Digital Insights: https://www.flagship-digital.com/insights

Interview begins: 8:44Debrief: 51:53Ashley Flucas is an angel investor and syndicate lead with Flucas Ventures.By day, Ashley is a general counsel/partner at a real estate finance fund (infrastructure, sports arenas and large-scale condo, apartment and commercial buildings) with approx $3B AUM (LPs are overseas HNWIs).By night, she is an active angel investor who has participated in more than 100 deals through AngelList and direct investment.Flucas Ventures is sector and geography agnostic primarily focused on pre-seed to series A-stage deals, but occasionally sharing compelling late-stage deals.Learn more about Flucas Ventures:  https://www.flucasvc.com/ Follow Ashley Flucas:  https://www.linkedin.com/in/asflucas/Follow upside on Twitter: https://twitter.com/upsidefmKey points:  Moments when there are good returns 15:18 Difference in the investment due diligence memo 18:13 Onboarding process to become an LP of Flucas Ventures? 21:02 Co Syndication 27:05 Deal Memos 28:59 Advice on starting out 33:25 This episode is sponsored by Enterprise Rising Conference.This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year.Get your tickets here and use promo code upside to save an additional 20%.–This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland.Click here to learn more about Taft–This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today's global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.They can do the same for you. Visit upside.fm/ethos to learn more.–Want to share information about your company, or an opportunity with the upside audience?Book a classified advertisement and your advertisement will be read in an upcoming episode of the show.Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm

In the first of our Private Office specials, we hear from Rory Penn, Co-Chair of the Knight Frank Private Office; Sarah-May Brown, Private Office Partner; Anthony Duggan, Head of Global Capital Markets Research; and Flora Harley, Residential Research Associate.Our guests discuss the economy, the rise of High Net Worth Individuals (HNWI) and the key geographies HNWIs are focused on.This is a pre-recorded webinar from 14th July,Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we'll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.This podcast breaks down the news and delves into the intelligence behind the headlines. Follow us on social media here:Instagram - @knightfrankTwitter - @knightfrankLinkedIn - @Knight Frank Host: Anna Ward - @annaroxelanaProducer: Rebecca Hills - @beckihills1Editor: Pulama KaufmanAny questions? Get in touch via Rebecca.hills@knightfrank.com. See acast.com/privacy for privacy and opt-out information.

Michelle Maynard discusses the first round of COVID-19 government incentives to help you better understand how this will impact you both with your business or personally. It's a great overview to help you understand where you are positioned to make better decisions. Michelle partnered with Carbon in 2017, bringing a wealth of experience in accounting and bookkeeping. Her extended suite of services covers everything from tax accounting, planning and estimates, to cloud integration, payroll and SMSF. Michelle joined Carbon in 2017 under our Carbon Partner Empowerment (CPE) model. Carbon encompassed everything that Michelle wanted her practice to be – innovative, approachable, technology driven and fun! Michelle identified Carbon as an emerging industry leader and she wanted to be a part of something with purpose and drive. Michelle was also excited at the prospect of being mentored by Jamie and Nathan – two people she had been watching closely for a while, so she jumped on board when the opportunity arose. Becoming a partner at Carbon marks Michelle's biggest achievement to date, alongside assisting a client in a two-year potential multi-million dollar ATO audit and achieving a successful outcome. Michelle started her career as a cadet in the Australian Taxation Office, then as a graduate at PwC. Before joining Carbon, she was a manager at PKF, bringing a wealth of knowledge and experience to the team at Carbon. Michelle specialises in providing tax and accounting advice to SMEs and HNWIs and their family groups, working to achieve the most effective strategies for them, both financially, tax effectively, and to help achieve their desired lifestyle. --- Send in a voice message: https://anchor.fm/gregallanpodcast/message

Lauren Bradley is the founder of The Officials, an online platform that empowers assistants through community, courses and coaching. She is passionate about providing affordable and accessible training. A truly international powerhouse, she has worked in the USA, UK and with companies in Australia and Thailand. She is a private PA to HNWIs, corporate trainer, mentor and coach, brand ambassador and public speaker. She currently lives in London where you can find her constantly neglecting her cup of tea. In 2016, she was awarded the OfficeNinjas‘ All-Star Award and received Highly Commended in the Rising Star category at the Sutton Women Mean Business Awards in 2019. I loved speaking with Lauren about the challenges that Assistants are facing at the moment and how she is feeling during this time as well. If you would like to get in touch with Lauren, you can find her https://jointheofficials.com and she is on LinkedIn, Twitter and Instagram under @jointheofficials Take Care Hen x --- Send in a voice message: https://anchor.fm/assistantstogether/message

We hear how five venture capitalists met in London approximately 15 years ago and explored how philanthropy could embrace more of an entrepreneurial spirit, and how venture capital assets could blend with philanthropy assets. Those were the origins of the EVPA.   There are many ways of defining venture philanthropy, and Steven likes to think about it along three dimensions: 1) yes, giving is good but it’s even better if you can measure your results and you know what you’re after; 2) as in venture capitalism, you need to go beyond the funding by exploring the value that one can provide by opening one’s networks, by providing capacity-building etc; and 3) being creative enough to provide tailored financing that is flexible and fits best with a given situation.   We hear how the EVPA is active in over 30 countries and has more than 300 members.  They are an ecosystem builder and provide diverse services, from peer group convening to research and working closely with all stakeholders.   The EVPA also has a strong relationship with the European Commission and connects closely with academic institutions and policymakers.  The typical profile of an EVPA member is mainly a European, cross-national organisation. Foundations and social investment funds are two of their main membership constituents, along with organisations such as NGOs and social enterprises that are more on the demand side of the equation.   While traditionally their members were organisations, more recently they have also started including high-net-worth individuals (HNWIs) and philanthropists in their membership – individuals who can bring key resources and expertise to the mix.   Steven notes that COVID-19 is presenting serious challenges and he views this pandemic in three phases:   1) The survival phase – ensuring, for instance, that liquidity challenges don’t lead social enterprises to failure.   2) The revival phase – say the next 6 to 18 months – how best to stabilise and get things back on line.   3) The building resilience phase – being much better prepared for whatever future crisis might be looming in the horizon.   Foundations are struggling right now as they consider how to address the challenges presented by the novel coronavirus; they’re being prompted to ask some highly consequential questions, such as:   1) Should I redesign my programme, perhaps by moving away from a traditional focus on, say, the arts to a new focus on health or tackling COVID-19 in refugee camps?   2) Should I shorten my investment horizon from a multi-year approach to a more short-term focus, right now, to support organisations with immediate funding to address their liquidity challenges? and   3) How should I react if my foundation’s endowment has taken a serious hit?   Steven notes that the EVPA is suggesting to their members that they become a bit more relaxed about the rigorous reporting requirements they’re traditionally asking of grantees and to be more flexible with the management of grants; they should ideally open up a little bit about where and when to use the money; become a bit more relaxed because it’s urgently needed now.   When asked about how the EVPA member organisations and industry stakeholders all share information with each other, Steven mentioned that they have just gone live with Unitus Europe – a European philanthropy and social investing impact hub – a joint initiative the EVPA was very involved in launching.  They’re joining forces to ensure that the whole sector can have visibility on the different actions and initiatives that are being taken and, in the process, connecting supply and demand.   Steven also sheds light on the challenges being faced by social investment funds at this time and the partnerships that the EVPA has developed with various universities that are focused on applied research, such as ESADE in Barcelona, ERASMUS in Rotterdam, Catolica in Lisbon and HEC in Paris.   Steven talks about his background in the private sector and how he ended up running the EVPA. He always had a conviction that there should be a sweet spot where you can both do business and you can also do good at the same time.   When considering what success looks like in the next 10 years; a time horizon that aligns well with the UN Sustainable Development Goals (SDGs), Steven notes that using regulated accounts to measure the success of a business is something we’ve started doing approximately 150 years ago.  Before that there really weren’t any regulated accounts.  Yet, today, the financials are the key metric everyone looks to.  A similar thing happened with risk – looking at risk and return is something that is relatively new. Therefore, what Steven sees now is a third element coming into the picture, which is 'impact'. Societal additionality – there are loads of debates on how to measure impact yet, in 10 years’ time, he’d like to see a state of affairs where impact is a tangible and integral part of this risk-return-impact dimension.   Steven’s key takeaway for listeners: these unprecedented times in light of COVID-19 mean there are big dangers and big opportunities out there. He sees that in times of crisis, we tend to take measures that are not temporary but are often here to stay. Right now he’s following a current discussion on privacy and whether we should deploy smartphone apps to track what we’re doing, who we’re connecting with etc [within a COVID-19 context]. From an immediate perspective, for sure, there is a benefit of implementing such a system.  However, we need to be mindful of how best to implement things that have a short-term value while also keeping in mind that once implemented it may not be so easy to remove them when required. We should be very aware that the actions we take now in this time of crisis will probably be around for a much longer time. Democracy is at stake – we should not take light-hearted decisions and we must keep our long-term values front and centre when taking action now.   Visit Lidji.org for guest bios, episode notes and useful links. Please subscribe and share widely -- thank you!  

ASG’s Max Buirski sits down with Dassault Falcon’s Asia Pacific sales team to discuss the regional business jet market, how China is getting back to work, incorporating military technology into civilian aircraft, winning government tenders, the coming 6X design and production, how a salesperson should deal with being unable to visit customers and the future of aircraft sales and marketing in the age of Covid-19.Guests:Jean-Michel Jacob is President of Civil Aircraft at Dassault Aviation Asia Pacific, with 14 years of experience in APACJerome Desmazures is Senior VP of Civil Aircraft at Dassault Aviation Asia Pacific, with 15 years of experience in APACListen in as they discuss:The impact of Covid-19 on OEMs, their workforce, production, vendors and support (5:03)Where China is today several months after the Covid-19 outbreak (6:10)Why Falcon has have been successful in China (8:27)The 8X has been popular because of range and new technologyThe Falcon 2000 has been popular for air medical because of cabin width and performanceChina is resilient and the number of business jet inquires are increasingWhy it’s possible the Covid-19 crisis will increase the demand for business jet use by HNWIs, despite the economic impact (10:45)It’s not all about China, customers in South East Asia are moving into larger aircraft and that sector is becoming just as important (12:29)The importance of technology, Dassault’s roots are in military combat aircraft and the transfer of that capability into civilian products (14:05)Falcon’s success selling aircraft to the Australian and Japanese Governments (14:52)Emphasis on technology in a business jet (17:10)Started with software called CATIA in the 1970’s, originally designed to make fighters better and more economicalCATIA became a successful company on its own now being used by auto and shipping industriesHeads Up Display (HUD) that started in fighters was implemented into Falcon business jets before anyone, with integrated vision and mapping systemsThe Falcon 6X (19:21)Designed around the cabin and with a focus on space and comfort for long tripsHas the widest and most comfortable cabin in its class; almost 2 meters highIt’s meant to be an extension of someone’s home or officeOn track for 2022 certification and productionWhy Asia is not ‘one region’ and how to market and sell in such a diverse part of the world (21:22)How OEM sales teams should adapt to travel restrictions, air show cancellations and the ‘new normal’ (25:16)Why even with today’s electronic communication it’s still essential to meet your customers ‘face-to-face’ (28:58)How VR technology might eventually change the nature of aircraft sales and marketing (30:45)The impact of Covid-19 on salespeople who are used to traveling most of the year (33:12)For more information about Asian Sky Media please visit www.asianskymedia.comFor more information about Dassault Falcon please click hereTo contact Jean-Michel or Jerome please click here

(recorded 16th February 2020) The Balfour Capital Group in its current form is a family office that manages capital using a Discretionary Macro strategy implemented through managed futures. We are currently obtaining licences in Hong Kong, the United Kingdom and the United States to allow us to manage money for other family offices and HNWIs. https://twitter.com/adbalfour State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Alex's media Pick 1917 https://g.co/kgs/56ebyb Tim's Media Pick: The Hummingbird Project https://g.co/kgs/sG1NoL Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

The prevailing attitude among real estate investors is that all property management companies are much the same, so potential clients often ask, “What makes North County Property Group different?” or, “Why should we hire you?”On this episode of Five Minute Friday, Bob discusses some of NCPG’s differentiators, including their expertise in the high-end rental market and dedication to thorough tenant screening. He explains the team’s commitment to a set of guiding principles and ethics, sharing the Entrepreneurial Operating System (EOS) model they use to strive for continuous improvement.Bob goes on to describe North County Property Group’s practice of communicating with clients weekly via what they call a Listing Tracker. Listen in for insight around NCPG’s proficiency in selling a property with tenants in possession and learn what sets Bob’s team apart in terms of superior online reviews and corporate social responsibility. Topics Covered[0:40] The prevailing opinion that all property management companies are alike and why NCPG likes the question, “What makes you different?”[1:15] How running on EOS helps NCPG commit to a set of guiding principles and strive for continuous improvement[1:43] NCPG’s expertise in the high-end of the San Diego rental market and what that demonstrates in terms of our trustworthiness and comfort working with HNWIs[2:28] NCPG’s dedication to tenant screening and above-average credit score for renters[2:59] NCPG’s system of communicating with clients during the listing process via a weekly report[3:32] NCPG’s superior online reviews and expertise in selling properties with tenants in possession[3:53] Why Bob is most proud of NCPG’s dedication to corporate responsibilityConnect with Bob North County Property GroupResourcesFive Minute Friday #13: Running on EOSFive Minute Friday #14: Selling a Home with Tenants in PossessionNCCPG’s Corporate Responsibility ProgramNCPG’s About Us Page This episode is always available for listening, sharing, or download at Property Management Brainstorm. Subscribe to Property Management Brainstorm on Apple Podcasts, Google Play Podcasts, Stitcher, Spotify, and YouTube.

Interview with Mark Kenwright, Associate Director of Wardell Armstrong - International Mining Consultants.This is a first conversation with a very well respected mining consultant, with a view to open up to Retail shareholders how institutions view risk when making investments. Due Diligence is everything. Kenwright is honest and gets straight to the 'crux' on a variety of topics investors may find interesting.Wardell Armstrong, founded in 1837, is an international consultancy firm providing engineering, environmental and mining services in the mining & minerals, infrastructure & utilities, and property & development sectors. Kenwright himself is a chartered professional FAusIMM CP(Geo), with over 24 year's experience as a geology/exploration Manager.Wardell Armstrong doesn't build mines, but they provide studies and reports at various stages to help companies get mines constructed. Companies generally hire Wardell Armstrong to obtain a competent person's report, scoping studies and due diligence studies and similar before conducting an IPO listing or investing into them. These reports can cost anyway from £50,000 to £150,000. The "bread and butter" services that Wardell Armstrong provides are scoping studies, desktop studies and due diligence for mining companies at a development stage. They are providing a much more detailed version of what Family Offices and HNWIs should be doing themselves.We were interested in asking about the transparency and integrity of Wardell Armstrong: do clients influence their reports? Kenwright insists that while Wardell Armstrong can treat certain subjects delicately, everything must be disclosed as part of their publications. Nothing is held back and they have a legal obligation to ensure this is the case. If Wardell Armstrong doesn't talk about something at the request of one of their client's, they have to disclose why. There is a table that very few investors seem to look at towards the end of these studies, that will inform them of things they need to know, yet often don't.Kenwright then touches on the IMO3 conference in London. The title this year is 'Mining and the Electric Vehicle.' Mining companies, regulators and academics will meet on the 29th-30th January to discuss issues, ideas, and solutions to problems in the mining world.Kenwright then talks about the Western Africa security situation. The Sahel has been suffering from increasingly widespread instances of terrorist attacks, and mining companies, such as SEMAFO, has suffered heavily at the hands of ISGS, Ansar ul-Islam, Boko Haram and al Qaeda amongst others. How has this impacted other mining companies and what is the outlook? Wardell Armstrong is well aware of this issue, courtesy of their standard practice of performing a risk assessment. Kenwright describes the deterioration of the situation in Burkina Faso as "shocking." Kenwright has discussed the situation with senior security operatives in the region and they have coined the phrase "Kabulisation", in relation to the similarities with Afghanistan, where security forces only have control of a very small area around the capital. Everything else is "bandit country." We wonder if this will expand in to other territories.Kenwright explains there have been 650,000 Burkina Faso residents displaced; this has not received any mainstream exposure. He does, however, claim it is still possible to mine economically in the region. Kenwright takes a "life goes on" view, but can investors afford to be so confident?Kenwright also touches on the outlook for the struggling lithium market, and provides some general investment advice, such as considering avoiding a management team that changes frequently (LinkedIn is apparently very useful)!What did you make of Mark Kenwright? What questions would you like to ask about Wardell Armstrong or general mining topics in the future? Company page: https://www.wardell-armstrong.com/ Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestor https://www.linkedin.com/company/crux-investor/ https://www.facebook.com/cruxinvestor Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor 

Chief Executive of UnLtd, Mark Norbury, joins Alberto Lidji to discuss social entrepreneurship and ways of backing social ventures and entrepreneurs.   UnLtd is a UK-based organisation that supports social entrepreneurship. They’ve helped out about 20,000 social entrepreneurs since 2002; they have an endowment of £150 million, a turnover of £8 million and a team of 75 staff.   They support social entrepreneurs in a variety of ways, including advice, networking, coaching, practical support and financing.   It’s important for them to find and back individuals who are very rooted in the issue each one of them is trying to address – this is something Mark calls ‘lived experience’. People who have lived through, discrimination, poverty and other issues.   When asked to define what social entrepreneurship means to UnLtd, Mark notes that they’re very relaxed about the actual type of legal structure one may have and rather, for them, it’s about whether your organisation has social impact, a sustainable business model, and that you have a growth mind-set.    UnLtd really cares about leadership, mission, impact and sustainability, and they back a wide range of organisations in diverse ways.   UnLtd is always happy to hear from philanthropists and they do accept funding from external sources. Every year, UnLtd is trying to raise approximately £3 million from external sources, such as corporations, foundations and high net worth individuals (HNWIs).   Mark provides insight into Harry Specters luxury chocolates, a successful organisation UnLtd has supported that provides gainful employment to autistic individuals and, in the process, adds  value to people’s lives, the market, and the UK economy.   Success in the next 10 years for UnLtd: they’d like to continue the core of supporting social entrepreneurs and would like to further break down the barriers these individuals face, such as access to capital and access to expertise. They’d like to shift the systems in which these barriers exist, though policy, education and developing a supportive infrastructure.   Mark’s key takeaway: bring together leadership, impact, sustainability and purpose, in whatever realm you’re in, and you’ll give it your best.   Visit Lidji.org for guest bios, episode notes and useful links. Please subscribe and share if you enjoy this podcast – thank you!  

CEO Francesco Grosoli explains how Compagnie Monégasque de Banque has evolved to serve Monaco's increasingly entrepreneurial HNWIs

Interview with George Paspalas, President & CEO of MAG Silver Corp. (TSX:MAG)MAG Silver Corporation is a huge player in the silver market; they are a Canadian exploration and development company with a preeminent focus of becoming a top-tier primary silver mining company. MAG Silver's central strategy is to explore and advance high-grade, district scale, silver-dominant projects in the Americas.MAG Silver Corp. has an enormous market cap of $888.52M. Share price performance for the year is good, starting at $7.62, rising to a peak of $13.49 in September, before settling at the current value of $10.27. After a reduced level of performance in the market last year, MAG Silver Corp. is on its way back to the highs seen during 2016 and early 2017.The massive market cap will lead many investors to the same questions: why are you attending the 121 conference, and why do you need new investors? Paspalas answers the question informatively, stating for the modest conference fee, the 121 is an incredibly efficient way to talk in-person to a multitude of shareholders. In addition, Paspalas hopes to whet the appetites of new shareholders, particularly HNWIs/smaller funds; this will enhance MAG Silver Corp.'s liquidity.The dominant focus of MAG Silver Corp. is their asset, the Juanicipio Property (44%), which is being constructed in partnership with Fresnillo Plc (56%); Paspalas calls it "the highest grade undeveloped silver property in the world." It is located in the Fresnillo Silver Trend in Mexico: the 'world's premier silver mining camp.' Surface and underground infrastructure is being implemented to support a '4,000 tonnes per day (silver) mining operation.' In addition, MAG Silver Corp. has a large exploration program in place targeting promising targets throughout the property.MAG Silver Corp. are hoping to encourage new investors on board by the strength of their management: in recent weeks a large scale sell-off of shares from a major shareholder could have pushed the company into deep waters, but MAG Silver Corp. has "weathered the storm" well. The management team is wonderfully experienced. They have been around for decades, and have had particularly useful experience during silver's punishing down cycle during the 90s. Paspalas is also a major shareholder: he has spent his own money on over "200,000 shares," and would love to see dividends come to fruition for all shareholders. With MAG Silver Corp., there are "only 8 people," but the "grey hair" of experience they possess is certainly unique.Company page: http://www.magsilver.com/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

James Quarmby, in conversation with tax policy expert Oliver Cooper, explores the Labour Party’s tax policies – both public and private - and how they might affect HNWIs. Oliver also tells us all about his favourite cheese and what this tells us about Brexit.

The AVINA Podcast is a show where we talk to professional including wine makers, retailers, CEO's, industry decision makers, and more.In this episode AVINA's Joanna Stevens talks to Jiles Halling, a champagne expert with many years working in the industry. He is the owner at ‘Mad about Bubbly’ aka ‘My Man in Champagne’ where he helps hotels, restaurants and HNWIs create their own private champagne brand for profit and pleasure.Jiles talks about his impressive experience with sparkling wines, Jay-Z, George Clooney, and why charities should have their own champagne brand.To social with Jiles: linkedin.com/in/mymaninchampagne or MadaboutbubblyJiles Website: mymaninchampagne.com

The AVINA Podcast is a show where we talk to interesting people in the wine industry including winery owners, wine retailers, wine industry decision makers, and more.In this episode AVINA's Joanna Stevens talks to Jiles Halling, a champagne expert with many years working in the industry. He is the owner at ‘Mad about Bubbly’ also known as ‘My Man in Champagne’ where he helps hotels, restaurants and HNWIs create their own private champagne brand for profit and pleasure.Jiles talks about his impressive experience with sparkling wines, Jay-Z, George Clooney, and why charities should have their own champagne brand.To social with Jiles: linkedin.com/in/mymaninchampagne or MadaboutbubblyJiles Website: mymaninchampagne.com

In the thirteenth episode, Emily Collins-Ellis and Rachel Stephenson Sheff chat with Emma Turner, Head of Client Philanthropy Services at Barclays Private Bank. Emma has been leading this service since its inception in 2008, and is an expert advisor to HNWIs and their families on their global giving strategies. With her, they discuss the unique intersection of wealth management and philanthropy, next gen clients and fundraising techniques from the perspective of an intermediary. On top of our usual, cheeky speed round - Emma's brilliance is not to be missed!

I have said "Respect the money" before and I mean it. Don't ignore free money no matter how small the amount. Now there is an app that lets you turn small amounts of fiat into Bitcoin. The positive side of ICOs, MimbleWimbleCoin crypto-dividend update, reason for HNWIs to purchase BTC, more! Recorded in Baltimore, MD! WATCH the show here- https://www.youtube.com/watch?v=Tk9eP-rwNa8 Follow Adam on Twitter- https://twitter.com/TechBalt All of the BitcoinMeister videos are here at DisruptMeister.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/bitcoinmeister/support

HNWIs are seeking physical safety, financial security, and lifestyle and accessibility through immigration investment tools

Bankorus is the first AI-powered, crypto-wealth management platform and security token marketplace built on the blockchain. Their mission is to unlock the more than $60,000,000,000,000 USD ($60T) in traditional assets held by high net worth individuals (or HNWIs) and move it into crypto. HNWI now only hold less than one-hundredth of a percent of their wealth in crypto. Powered by AI and built on the blockchain, Bankorus provides HNWIs with a full suite of safe, KYC-compliant solutions for accessing crypto. Turn traditional or illiquid assets — real estate, farmland, art, chateau, VC/PE, hedge fund, bonds,etc — into liquid digital assets through tokenization. Buy and sell digital assets on our security token marketplace. Even borrow crypto against existing assets. Bankorus is a transformational opportunity to present a lucrative new asset class — cryptocurrency — to a historically aggressive, early-adopter investor, the HNWI.

Gregory Stahl, CFP®, shares his passion for helping others, demystifies the designations, and offers tips for HNWIs. 

Leonardo Braune explains how uncertainty after the Brexit referendum gave way to hope for the future for HNWIs

Read the full Forbes article and watch the interview here: http://onforb.es/20Pk225. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. Each year, Capgemini, in partnership with RBC Wealth Management, conducts a formal survey of high net-worth individuals (HNWIs) and shares the data publicly. One of the striking features of the report in recent years, is the increasing interest among wealthy individuals regarding social impact. David Wilson, head of the strategic analysis group for Capgemini’s financial services strategic business unit gave me three highlights for consideration. If you are a wealth manager, pay attention! Be Aware: Social impact (defined as “an investment of time, money and/or expertise with the goal of generating positive social impact, which may or may not have a financial benefit”) is highly important to High Net Worth Individuals (HNWIs). However despite their interest in driving social impact, HNWIs do not have a single preferred source to help them navigate the complexities involved. Currently they are getting advice from two distinct groups: their family and friends, and their wealth managers, and many are receiving no advice at all. Acknowledge the Opportunity: HNWIs are seeking more advice on social impact overall, and wealth managers are the most sought after professional source of advice. HNWIs are looking to their wealth managers for support in setting clear social impact goals, determining which investments are the most appropriate in their area of interest, structuring their investments, and measuring the impact of their social impact efforts. Prepare: Embedding social impact discussions into the overall wealth management approach and making tactical investments to build out their social impact offering will help firms to better meet the opportunity. Several challenges will need to be overcome, such as a lack of clarity on social impact definition and goals, inconsistent or unqualified sources of advice with inadequate levels of expertise, lack of specialized products and solutions, and lack of standard metrics. Read the full Forbes article and watch the interview here: http://onforb.es/20Pk225. Please consider whether a friend or colleague might benefit from this piece and, if so, share it.

From the world population of 7 billion, there are just 11 million people who are classed as High Net Worth Individuals (HNWIs) who are wealthier than the majority. What is the mind-set that distinguishes the 0.16% of HNWIs from everyone else? Wealth is a meaningful resource that is relative to an individual. HNWIs believe they should be and have the right to be wealthy, in whichever way they determine wealth to be. This attitude reinforces an attraction to opportunities and experiences that are in line with this empowering belief. If you are struggling with money challenges right now and wish to magnetize a wealth of opportunities into any area of your life, this show is for you. In this mesmerizing conversation with Rebecca Gordon, ‘Tapping Into Wealth & Success Coach’ Marilyn O’Malley shares insights on how to discover and create a pathway for attracting more of what you want into your life. In this podcast, Marilyn reveals information on: •Money blocks and how these may be limiting your success. •Practical ways to re-programme destructive money habits. •The emotional impact of money attachments. •How to transform the boom or bust cycle. Coaching Questions: What is your high net worth set point? What empowering beliefs do you choose to have about money? What one thing will you do today that improves your High Net Worth Individual status in the wealth paradigm of your choosing? Bonus: Find out how to get Marilyn O’ Malley’s special Money Mapping offer.

July 18, 2014 - Read the full Forbes article and watch the interview here: http://onforb.es/1nQqNf1. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. Fully 92% of high net worth individuals think driving global impact is important, according to a survey conducted for Capgemini and RBC Wealth Management. Other observations from the report include: 75% of high net worth individuals or HNWIs 40 and younger believe that social impact is “very” or “extremely” important HNWIs in emerging markets like China, India and Indonesia were more likely to rate having social impact as “very” or “extremely” important The survey also identified the top five ways that HNWIs give back: Making investment choices with a clearly defined social impact objective Giving on an ongoing basis to charities More general community involvement Volunteering knowledge and expertise Making strategic business decisions with a clearly defined social impact objective The survey results show that the top three reasons HNWIs seek to give back are their personal and family values, their desire to pass their values along to their children and their sense of responsibility to give back. More about Capgemini: Capgemini is one of the world’s foremost providers of consulting, technology, outsourcing services and local professional services. Present in over 40 countries with more than 130,000 employees, the Capgemini Group helps its clients transform in order to improve their performance and competitive positioning. We offer an array of integrated services that combine top-of-the-range technology with deep sector expertise and a strong command of our four key businesses. David Wilson David Wilson Wilson’s bio: David Wilson is Head of the Strategic Analysis Group, for Capgemini’s Financial Services Global Business Unit. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, and marketing. David focuses on wealth management and in addition to client engagements, has co-authored leading reports such as the Capgemini RBC Wealth Management World Wealth Report, the Capgemini RBC Wealth Management Asia-Pacific Wealth Report, and the Capgemini U.S. Metro Wealth Index. Previously, David was a strategy consultant for Capgemini Consulting’s Strategy and Transformation practice where he worked on projects across a variety of sectors. Prior to joining Capgemini in 2007, David worked for the U.S. wealth management divisions of UBS Wealth Management and Merrill Lynch Global Private Client Group.