Here’s How The Rich Invest Their Money

Looking for help with Financial Planning?
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/getintouch

References

I would highly recommend watching the Rational Reminder Podcast episode on Alternatives.

The Performance of Hedge Fund Performance Fees
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3630723

Has Persistence Persisted in Private Equity? Evidence from Buyout and Venture Capital Funds
https://bfi.uchicago.edu/wp-content/uploads/2020/11/BFI_WP_2020167.pdf

How to Use Alternatives in Your Portfolio
https://www.morningstar.com/alternative-investments/how-use-alternatives-your-portfolio

RISK WARNINGS AND DISCLAIMERS

Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. The property market can be illiquid; consequently, there can be times when investors will be unable to sell their holdings. Property valuations are subjective and a matter of judgement. VCTs, EIS and SEIS should be regarded as higher risk investments. They are only suitable for UK resident taxpayers who can tolerate higher risk and have a medium to long term time horizon. Owing to the nature of their underlying assets, these investments are highly illiquid. Investors should be aware that they may have difficulty, or be unable to realise their shares at levels close to or that reflect the value of the underlying assets. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796).

James Shack™ property of James Shackell
Copyright © James Shackell 2024. All rights reserved.
The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.

00:00 The question?
01:25 What are they investing in?
03:30 The Power of Diversification
04:49 Commercial Property
06:17 Property Funds
07:07 Commodities
07:36 Private Equity
10:57 Private Equity Funds
14:00 Hedge Funds
15:32 Conclusion

Share on: