As 2014 ended, the vast majority of High Net Worth Individuals (HNWIs) in the USA were optimistic about the prospects for their investments in 2015. According to a survey of over 1,000 American HNWIs carried out by Morgan Stanley, 93% expect their investment portfolios at least to remain constant this year, while almost half of them expect them to improve. Continue reading
Ultra High Net Worth Individuals (UHNWIs) are increasingly setting up their own trust companies to manage and invest their wealth. There is a sense that such private trusts give families more control over their wealth, although specialists are advising any families contemplating going down this route to do so carefully.
Oracle Capital Group is delighted to announce that the company has received two more awards, making this the most successful year in its history! Readers of ACQ, a premier global corporate magazine, voted for Oracle Capital Group in two International categories, Multi-Family Office of the Year and Wealth Consultancy of the Year for 2014. Continue reading