Tag Archives: Wealth Management

Quote of the Day

On losses associated with Yale’s endowment over the past year: “I don’t think it makes sense for an institutional investor with as long an investment horizon as Yale’s to structure a portfolio to perform well in a period of financial crisis. That would require moving away from equity-oriented investments that have served institutions with long […]

‘Sudden Wealthflow’ Syndrome?

One morning, John, a 52-year-old software designer, wakes up and realises he no longer has to go to work. For several years, he has toiled 70 hour weeks at his London based start-up company. Now his company has gone public and John is worth over £10m. His dreams have come true, yet, after an initial […]