Elaine Misonzhnik - Profile and Journalist Details
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Verified
Executive Editor, Wealth Management
New York
Beats
Healthcare
new product launches, weight loss products, restaurant reviews
Content
By Elaine Misonzhnik Verified| Wealth Management Verified A new report from market research firm Cerulli Associates finds that a majority of financial advisors expect to prioritize the use of model portfolios over funds of funds going forward because of the higher level of customization model portfolios offer. According to the report, 61% of surveyed advisors expect to give preference to model portfolios over funds of funds.
By Elaine Misonzhnik Verified| Wealth Management Verified The financial services industry has witnessed an increasing number of big-name asset managers trying to court retail investors. GCM Grosvenor, a global alternative asset manager with $80 billion in AUM, is the latest big name to enter the fray. The firm has offered products for ultra-high-net-worth investors/qualified purchasers for close to two decades. Now, it has announced the launch of its first interval fund, which will allow it to target non-accredited investors.
By Elaine Misonzhnik Verified| Wealth Management Verified A new report from market research firm Cerulli Associates finds that a majority of financial advisors expect to prioritize the use of model portfolios over funds of funds going forward because of the higher level of customization model portfolios offer. According to the report, 61% of surveyed advisors expect to give preference to model portfolios over funds of funds.
Company Info
Wealth Management
LONDON WEALTH MANAGEMENT LIMITED is an independent firm offering financial planning led investment management. At London Wealth Management we aim to protect and grow the wealth of our clients through tax efficient financial planning and discretionary investment management. A privately owned firm, LWM has no external shareholder influence.
London, England, United Kingdom
'+44 20 3326 2955
Founded: 2008