The hidden challenges of managing significant wealth
In society, there’s often one set of rules for the rich and one set of rules for everyone else, and it’s no different in wealth management. When it comes to building and managing investment portfolios, the general rules that apply to most people around matters like time horizon, liquidity and risk tolerance, apply differently to high-net-worth clients, writes Andrew Fairweather, chief executive of Fitzpatricks Financial Group.
Investment