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investment

Maintaining wealth in the early 21st century

November 1, 2004

Entrepreneurs want to know why they should invest in the stock market and, if so, what are the options that are going to maintain the real value of their capital. Tim Cotton asks, will alternative investment provide the answer?

Tim Cotton is a personal finance and investment adviser for Grant Thornton.

Collectibles: insurance and security

July 1, 2004

Invest in your investments: provide for the many financial and physical risks in a high-end collection with adequate insurance and security. Melanie Stern reports

Melanie Stern is Section Editor of Families in Business magazine.

Invest in your investments: provide for the many financial and physical risks in a high-end collection with adequate insurance and security. Melanie Stern reports

You've bought the impressionist painting you had your eye on, and your taste for fine wine is reflected in a growing collection. It's likely you spent well into the hundred thousands, millions – or billions – on your passion so, understandably, you want them out of harm's way.

Film investment: all fur coat and no knickers?

July 1, 2004

Returns of 500% sounds pretty juicy, but nothing’s for free. Melanie Stern scratches the surface of film investment and finds that this silver screen temptation is, well, just a boring old tax shelter – albeit a useful but ill-understood one

Melanie Stern is section editor of Families in Business magazine.

Returns of 500% sounds pretty juicy, but nothing's for free. Melanie Stern scratches the surface of film investment and finds that this silver screen temptation is, well, just a boring old tax shelter – albeit a useful but ill-understood one

You might think it would take a pretty radical game of free association to link film and hedge fund investment, but it's simple. The relation is three-fold - big due diligence and regulatory concerns make them both very high risk.

Investing in art – emotional and financial dividends

March 1, 2004

The Fisher, Oetker, Lauder, Sabanci and Johnson families are all collectors of classical and contemporary art, a market that increasingly offers more than just intellectual returns, explains Melanie Stern

Melanie Stern is Section Editor of Families in Business magazine.

It is probably one of the most popular collectibles among the wealthy but now commonly classed as an alternative investment outperforming many equities. Art as an investment offers increasingly attractive financial as well as emotional returns.

REITs: safe as houses

January 1, 2004

Real Estate Investment Trusts (REITs) are the best way to invest in a number of properties under a single security, and carry a number of benefits for wealth family portfolios, explains Melanie Stern

Melanie Stern is Section Editor of Families in Business magazine.

Real Estate Investment Trusts (REITs) are the best way to invest in a number of properties under a single security, and carry a number of benefits for wealth family portfolios, explains Melanie Stern

'Bricks and mortar' has always been the advice of every wise parent to their first-time investing children, and is still smart money across the spectrum of portfolios.

Managing the risks of art investment

January 1, 2004

For most years since 1960 art prices have continued to outpace the world stock markets – justification that art investment can be an important component of a family’s investment portfolio. But prices are volatile, so beware of the risks

Randall James Willette is Managing Director of the London-based Fine Art Wealth Management serving wealth managers and their private clients on art management and investment.

For most years since 1960 art prices have continued to outpace the world stock markets – justification that art investment can be an important component of a family's investment portfolio. But prices are volatile, so beware of the risks

Blood is thicker than water – and good for the economy

January 1, 2004

I’ve been planning my retirement for some 15 years. I keep a sharp eye on my pension schemes and investments, and quietly rejoice that I never sunk my hard-earned cash into IT companies – firms that rode a tsunami of venture capital in the late 1990s only to come crashing down as the dot-com boom soured.

I've been planning my retirement for some 15 years. I keep a sharp eye on my pension schemes and investments, and quietly rejoice that I never sunk my hard-earned cash into IT companies – firms that rode a tsunami of venture capital in the late 1990s only to come crashing down as the dot-com boom soured. I've stuck to diamond mines, mutual funds and property, after all, there's nothing wrong with hedging your bets.

Investment abroad: past, present and future

June 1, 2003

Despite the political and economic climate, family businesses should continue to look for a global solution to see them through these times. It may be worth remembering that being close to your customer does not necessary mean being physically close

Frederick Metz Shepperd is an attorney and managing director of the Quadral Group, a consulting firm focused on global strategy, planning and implementation. He has worked closely with many family-owned businesses and is also the owner of a family company with commercial, industrial and multi-family real estate holdings established in 1918.

REITs as an investment tool for family businesses

April 1, 2002

REIT stocks can offer family business owners a low-risk investment opportunity – an attractive alternative to direct ownership of real estate where the investor still gains stability and diversification benefits combined with quality professional management

This article is intended to provide background for family business owners considering an investment in a real estate investment trust (REIT stocks). Before making any investment or sale decision you should consult with your financial and legal advisors.

Property investment for family businesses

April 1, 2002

It is no longer just the larger institutions dominating the commercial property investment sector. There has been a significant increase in private investors making long-term investments in commercial property. Here, we explain some of the reasons for this and offer a few tips on those considering it as an option

Property investment has taken centrestage for family businesses and wealthy individuals as a safe haven for cash as well as an opportunity to seal complex deals that are protected from some of the ravages of the financial markets.