How Do Ultra High Net Worth Investors Invest?

Terri Spiller
Wellington-Altus Private Wealth
306-380-0601

Financial Advisor and wealth management in Saskatoon, Saskatchewan.

A question we get asked frequently is, “How do the ultra-wealthy invest?”
One thing that everyone can agree on is that the investment landscape has changed.
According to research from Callan Associates, #investors need to take approximately 6 times more risk to achieve the same return that a 100% investment in cash and bonds generated 30 years ago.
Institutional and Ultra #HighNetworth clients realize this and may invest in alternatives to complement traditional investment strategies such as stocks, bonds, mutual funds, and ETFs.
Even the Canada Pension Plan invests over 50% of its assets in alternatives.
One type of alternative is known as structured products, and although it is created by Canada’s Big Banks, it’s only available through brokerage channels.
This #investment solution can provide some known objectives, such as creating a barrier of protection against principal loss and achieving returns or income in sideways and down markets.
Constructing a portfolio without alternatives is like driving without airbags and a seatbelt.
To find out more about alternatives, call us today.