Many people put off creating or updating their will, regardless of their net worth, often because they don’t want to deal with the uncomfortable issue of death. Consider some ultra-high net worth celebrities who have passed away without a will such as Aretha Franklin, Prince, Amy Winehouse and Bob Marley. Some Millennials (people in their late […]
Why Millennials and Gen Z should have an updated will and POA Read More »
A challenging feature of the recent financial markets turmoil has been an increase in cross-asset correlation—different asset classes moving largely in tandem. This has been due to a few factors, in particular the market’s overwhelming focus on inflation and central bank policy. But this poses a challenge for investors who wish to diversify their investments, as certain asset
The appeal of direct lending in the current market environment Read More »
Women are becoming a growing force in philanthropy, transforming how and where wealth is donated. Research shows that about two-thirds of charitable donations are made by women, including those who are single or run the family’s finances, and across both race and ethnicity. More women are joining the ultra-wealthy ranks as well, empowering them to donate to causes close to
How women are changing charitable giving Read More »
If you ask ten investors how they define Opportunistic Credit, you will likely get ten different answers. Typically, the common characteristics include targeting a higher return than traditional credit strategies by employing a more flexible mandate that allows managers to shift to where they see the best risk-adjusted returns. This flexibility is designed to capture
What’s driving “growth” in opportunistic credit? Read More »
The end of the year is known as a time for giving, including donating funds to charities that are close to our hearts. Giving not only feels good but can also provide generous high-net-worth Australians with some tax benefits. 2022 has presented Australians with the highest inflation in over 40 years, rising interest rates and
Year-end tax strategies for giving Read More »
Year-end is usually a time for reflection and an opportunity to review your financial situation and make any adjustments that could put you in a stronger position next year. For many, it could also mean taking advantage of various tax and investing strategies that can keep more money in your pocket. “Ideally, financial planning should happen year-round, but
Five considerations for year-end wealth planning Read More »
Once used in just a small corner of the investment world, the practice of integrating Environmental, Social and Governance (ESG) factors into investment decision-making has enjoyed massive growth over the last 30 years. For Harbour Investment Partners, ESG represents a lens through which to view and assess potential investments. “ESG integration is focused on evaluating
How does Harbour use ESG to evaluate investments Read More »
For many financial advisors, a client’s wealth management needs go beyond strategies to save and invest. For a growing number, it includes supporting a client’s desire for strategic philanthropic planning. As more generational wealth gets created and transferred in Australia, many advisors are helping Australians give back in ways that are both impactful in their communities