Knowledge HUB
Featured article
Time-Weighted Return (TWR) vs. Money-Weighted Rate of Return (MWRR)
It may seem illogical, but different return types can yield vastly different percentage returns. We take a close look at the two main return types and their differences.
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Time-Weighted Return (TWR) vs. Money-Weighted Rate of Return (MWRR)
It may seem illogical, but different return types can yield vastly different percentage returns. We take a close look at the two main return types and their differences.
Jul 16, 2024
Academy
Money-Weighted Rate of Return (MWRR): Explaining the metric and how to calculate it
One of the most commonly used forms of return is the money-weighted rate of return (MWRR). This article will give you a deeper understanding of the metric and teach you how to calculate it.
Jun 04, 2024
Academy
Family office private equity: Navigating opportunities and challenges
In this article, we explore the nuances of family office private equity, and why this alternative asset class has become so popular among family offices.
Jun 03, 2024
Family offices,
Private equity
The Great Wealth Transfer pt. 3/3: The rise of the trusted advisor
In this third and final part of our series on the Great Wealth Transfer, we delve into why HNWIs are increasingly seeking comprehensive, holistic advisory from a trusted advisor.
May 21, 2024
NextGen
The Great Wealth Transfer pt. 2/3: A launchpad for sustainable investment
As a whopping 30% of global wealth is being passed on to the next generation within the coming decade, it’s not just fortunes that are shifting but priorities too.
Apr 29, 2024
NextGen
The Great Wealth Transfer pt. 1/3: A digital ultimatum for modern wealth management
With 90% of heirs switching wealth managers, the message is crystal clear: adapt to the digital expectations of the next generation or risk being left on "read”.
Apr 15, 2024
NextGen
Family office accounting software: Designed for wealth management
Managing the accounting in a family office is time-consuming and error-prone. Auditors can help but are costly. Family office accounting software offers a streamlined, cost-effective solution.
Mar 06, 2024
Family offices
Single family office vs. multi family office: Which is right for you?
This article will take a closer look at the family office structure to explore the key differences between these two types of family offices, helping you determine which might be the best fit for your family's unique needs.
Mar 04, 2024
Family offices
Understanding multi-family offices: A complete guide
In the realm of wealth management, the term "multi-family office (MFO)" has been gaining significant traction. But what exactly is an MFO, and why are HNWIs increasingly turning to them?
Feb 14, 2024
Family offices
Family office investment strategy: Crafting a plan for long-term wealth
For HNWIs, UHNWIs, and the family offices that serve them, a sound investment strategy is the cornerstone of preserving and growing wealth across generations. But what exactly does the strategy entail, and how can it be tailored to meet the unique needs of affluent families?
Feb 14, 2024
Family offices
7 things to be mindful of when creating a private equity overview
Creating a private equity overview is not as simple as compiling key figures from different funds. In this article, we look into what you should be aware of when creating an overview of your investments.
Feb 11, 2024
Private equity
Investment costs associated with private equity
There are as many types of cost structures as there are funds. Nevertheless, we give you an overview of the most commonly used types of expenses and cost structures to be aware of.
Feb 09, 2024
Private equity,
Academy
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