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Jacoline Loewen: October 2014

http://moneymagnetbook.blogspot.com/2014_10_01_archive.html

What can you do today for your retirement? Saving for our children's university and retirement is one of life’s biggest savings, but surveys show these investments too often come last. What could you do if you can see yourself in one or both of these situations? Start by trying to save just 2% of what you’re bringing in; put the contributions on systematic automatic contributions to be sure they make it into the designated pot. Links to this post. Just take the time and get your financial goals written.

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Jacoline Loewen: Managing the expectations of clients of wealth managers

http://moneymagnetbook.blogspot.com/2014/12/managing-expectations-of-clients-of.html

Managing the expectations of clients of wealth managers. Clients know it all, and want instant satisfaction. With the Web putting information at everyone’s fingertips in an instant, advisers face a lot of know-it-all clients. Many clients feel their Internet research makes them more knowledgeable than the advisors are. Profile for Jacoline Loewen. Labels: fees for wealth management. Subscribe to: Post Comments (Atom). The need for Canadians to have a globally diversified portfolio is increasing. We offer...

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Jacoline Loewen: Wealthy families and their trusts

http://moneymagnetbook.blogspot.com/2014/12/wealthy-families-and-their-trusts.html

Wealthy families and their trusts. Trusts that use multiple advisers. Traditionally, the directed trust model called for electing a trustee and an investment adviser. Now, the wealthiest families are slicing and dicing trustee duties into many different functions. Directed trusts are showing up with as many as eight different roles, including a “special assets advisor,” a “distribution advisor” and a “trust protector.”. Subscribe to: Post Comments (Atom). At UBS Bank (Canada). We provide a purposeful and...

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Jacoline Loewen: June 2014

http://moneymagnetbook.blogspot.com/2014_06_01_archive.html

5 Ways investing is the same as running a business. Many of my baby boomer clients wonder whether they should keep their wealth in their businesses, or sell and invest the proceeds elsewhere. While they understand the need to diversify, they find investing in other markets less appealing since they don’t have the experience and perceive it to be a greater risk. The change in mind set from business owner to family wealth manager is daunting, says David McLean, founder of the ROMC Fund. Money Magnet: How t...

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Jacoline Loewen: April 2015

http://moneymagnetbook.blogspot.com/2015_04_01_archive.html

Sustainable Investing - Jacoline Loewen. Jacoline Loewen with the UBS Bank team on Sustainable Investing. UBS Bank team presenting Sustainable Investing. Links to this post. Subscribe to: Posts (Atom). The need for Canadians to have a globally diversified portfolio is increasing. Jacoline Loewen and team Ottawa The economy has been choppy, to say the least, and we asked our portfolio strategist to share the econom. Adventures in Investing, Strategy, Entrepreneurship and Family Wealth. At UBS Bank (Canada).

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Jacoline Loewen: March 2015

http://moneymagnetbook.blogspot.com/2015_03_01_archive.html

For those with $2M to Invest. For those who are wondering why you need a Swiss bank to manage your wealth - here is an useful excerpt from Financial Review:. UBS manages more than $1.6 trillion of private client money globally. Advisers at the private bank also give strategic financial advice on structuring investments, philanthropy and establishing family trusts and self-managed superannuation funds. 8220;First we have a robust investment process, to define broad asset allocation, and then we modify it ...

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Jacoline Loewen: For those with $2M to Invest

http://moneymagnetbook.blogspot.com/2015/03/for-those-with-2m-to-invest.html

For those with $2M to Invest. For those who are wondering why you need a Swiss bank to manage your wealth - here is an useful excerpt from Financial Review:. UBS manages more than $1.6 trillion of private client money globally. Advisers at the private bank also give strategic financial advice on structuring investments, philanthropy and establishing family trusts and self-managed superannuation funds. 8220;First we have a robust investment process, to define broad asset allocation, and then we modify it ...

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Jacoline Loewen: Billionaires - architects of wealth and legacy

http://moneymagnetbook.blogspot.com/2015/06/billionaires-architects-of-wealth-and.html

Billionaires - architects of wealth and legacy. There are times in history when it has been possible to take exraordinary wealth not seen for long stretches of a century. The majority of today's billionaires have made their wealth in the past 20 years. This has been called the 2nd Guilded Age, much like the beginning of the Industrial Revolution. Over two thirds of billionaires are over 60. Philanthropy is very important. Jacoline Loewen, Toronto. For more information, contact Jacoline Loewen. The opinio...

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Jacoline Loewen: The democratizing of financial services

http://moneymagnetbook.blogspot.com/2014/12/the-democratizing-of-financial-services.html

The democratizing of financial services. A few years ago, I began to hear about the democratization of investing into private equity. It was recognized that the earnings can be significant. Allowing the grandmother investor, for example, to put money into privately owned companies in the same way the public stock market allows, will have a way to go. We will come back to mutual funds and other investments where you can get started. In the meantime, one of my favourite motivational coaches, Tony Robbi...