The Motley Fool

NOVEMBER 12, 2023

According to a recent wealth report from the real estate consultancy company Knight Frank , 32% of high-net-worth individuals' (worth $1 million or more) wealth is allocated to their primary and secondary homes. They buy stocks The second-most popular place where wealthy people put their money is into stocks.

High Net Worth Individuals 245

High Net Worth Individuals Investing Consulting Consultants 245

The Motley Fool

FEBRUARY 19, 2024

A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

SEPTEMBER 22, 2023

While more than doubling its AUM and fee-bearing capital over the next five years might seem like a lofty goal, Brookfield might be a bit conservative. In 2018, it planned to double its fee-bearing capital by 2023. It could use its strong cash-rich balance sheet to acquire an asset manager that complements its existing platform.

High Net Worth Individuals 130

High Net Worth Individuals Asset Management Assets Management Fees 130

The Motley Fool

FEBRUARY 5, 2025

These funds, which don't trade on an exchange, can provide individual investors with access to alternative investments that are otherwise typically limited to high net worth individuals, hedge funds and other institutional investors.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

The Motley Fool

FEBRUARY 23, 2025

Private investors, such as pension funds, private equity, and high-net-worth individuals, own about 90% of the commercial real estate in the U.S. It will earn a management fee on this capital, which will boost the returns it earns on the money it co-invests in its private fund.

High Net Worth Individuals 211

High Net Worth Individuals Pension Funds Management Fees Capital 211

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Big Picture

JANUARY 7, 2025

And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios. Here’s some management fees and expenses you need to fund, but the cash back froze.

Capital 52

Capital Hedge Funds Buyout Funds 52