Oclaner Asset Management
Customized Wealth Management for
High-Net-Worth Families
Singapore-based Oclaner Asset Management offers an independent and holistic solution to wealth management. Research shows that 70% of intergenerational wealth transfers fail when no efficient planning and governance is in place.
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Wealth Management in Asia
by Katie Sargent
There are some things Asia’s private banking clients know for sure about the economic situation in the region at the end of 2012. For example, Asia’s growth is slowing, but relative to the rest of the world the region is doing better.
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Your Unique Legacy Starts With A Sound Financial Plan
When was the last time you asked yourself what your legacy will be? For individuals and families of even modest means, creating a legacy
can accomplish both key goals and something meaningful for generations to come.
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Strategic Giving
Donating The Right Asset At The Right Time
“Today’s donors, many with the guidance of their advisors, are actively looking for ways they can give more,” says Sarah Libbey, President of Fidelity Charitable®, an independent public charity with a donor–advised fund (DAF) program.
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Leading In Corporate America
Top Three Things Women Can Do
by Susan Burnell
Power is seen as an important component of corporate leadership. Effectively using that power is critical to women’s
success in the workplace. However, many women in corporate leadership are uncomfortable with power and the varying roles it plays in their careers.
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From Campus to Career
Northwestern Mutual Grows Leaders
by Susan Burnell
Northwestern Mutual is building its field force one college campus at a time. A strategic, nationwide internship program now in its 45th year helps the company meet a growing demand for financial services field representatives.
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Gold
The Classic Investment Reaches New Heights In Value And Accessibility
by Michael Roney
For millennia, gold has been synonymous with lasting value. That’s not going to change anytime soon. Even with today’s complex web of interconnected economies and hair–trigger financial events that regularly cascade across continents, investors look to gold.
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The Mutual Advantage
How Northwestern Mutual Stays Strong and Relevant
by Susan Burnell
For 155 years‚ Northwestern Mutual has operated as a mutual company. How Northwestern Mutual utilizes this form of corporate governance—in which policyowners‚ not shareholders‚ own the company—sets Northwestern Mutual apart.
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Global Risk Management
Responding to the Challenge
by Michael Roney
Last year’s financial upheavals in Europe, the earthquake and tsunami in Japan, and destructive storms across the United States, China, Thailand and elsewhere provided stark reminders of the risks in our world.
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Lessons Learned From Billionaires
The Top 3 Things You Must Do To Keep Your FInancial Future Secure
“An advantage of being wealthy is that you don’t stay up at night worrying about financial security—you already have it,” says Northwestern Mutual’s Jeff DeAngelis, Senior Vice President of Public Markets. “Financial freedom is what the rest of us want as well. Life feels richer when you feel secure.”
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Gold
The Contemporary Investment
by P. D. Mehigan
To technology innovators, it’s a vital component of cutting-edge devices. For the emerging middle classes of China and India, it’s the primary way to store a nest egg. Central bankers utilize it to protect economies against the ravages of inflation. And for investors, it’s a safe haven and a source of diversified growth. Click to download.
Donor-Advised Funds
Sustainable Giving for Any Market
by P. D. Mehigan
Charitable giving is one of the highest priorities for Americans, even in bear markets, with research showing that people would sooner cut back on travel and eating out than significantly trim the support they provide to their cherished causes. Click to download.
Wealth Management
by Chris Wright
Private wealth clients in Asia are facing intense market volatility and uncertainty for the second time in three years. The bad news is that almost all investment classes everywhere from the U.S. to Europe and Asia face a deeply unclear and likely negative future. The good news is that, compared to 2008, clients are much better prepared this time around.
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Expanding Small Business Finance Solutions
by P. D. Mehigan
Small businesses play a vital part in the American economy. They employ over half of all U.S. workers and generate the bulk of GDP. Yet while many large corporations have benefited from improved access to capital this year, small and medium-sized businesses continue their struggle to find financing.
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Leading a Team
Long-Term Focus and a Deep Bench
Want real power as a leader? Build and sustain a culture of teamwork and understand how to communicate a sense of purpose company-wide. "One of the most important missions of a leader is to harness the energy of a team to create an exponential impact," says John Schlifske, chairman and CEO of Northwestern Mutua. Click to download.
Family Offices
Preserving Their “Sleep at Night” Money
by Russ Alan Prince
One of the great concerns of the most affluent is the possibility of losing a significant portion of their wealth. Considering what it took to amass their fortunes, by and large they want to ensure that a sizable portion of their means is maintained even when times get very bad. Click to download.
Leaving a Legacy
Make it a Reflection of Your Financial Wisdom
Your legacy expresses how you’d like to be remembered. It is a reflection of the life you’ve led, the goals you’ve accomplished and the values you seek to pass along to others. Your financial legacy is much the same. Click to download.
Living Well in Any Market
Retirement Income Planning Strategies
by P.D. Mehigan
Retirement promises the opportunity
to live life to its fullest. Today's average
American can enjoy the prospect of living
longer and healthier: A person reaching
65 has nearly two decades ahead of
him or her. Click to download.
When Global Opportunity Knocks
Five Steps to Securing Commercial Insurance Overseas
by Brian O’Connell
Five helpful steps from Chartis for securing commercial insurance overseas.
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Lessons Learned
Institutional Investors See Value in Long-Term Approach
Even the smartest investors may be finding themselves baffled by the current economic
climate. And it's no wonder, says Northwestern Mutual Chief Investment Officer Mark Doll. "Few investors in this country have lived through a financial de-leveraging," Doll explains. Read the full article here.
A Fresh Look at the Viability
of SBA Loans
Changes to Small Business Administration (SBA) loan programs mean more opportunities for small businesses and entrepreneurs. Among those benefiting are start-ups, established companies, medical practices, franchises, and retail and export businesses. Read the full article here.
Investing in Gold
Precious Stability
By Patrick Marr
Savvy investors recognize three significant factors affecting global markets today: the rise of the economic might of China and India; high national debt levels among Western economies, including the U.S.; and the sharp rise in commodity prices, particularly oil and crops. Read the full article here.
Lessons Learned
Finding Clarity in the
Risk Management Picture
The realities of a longer lifespan, less-than-double-digit returns and shrinking retirement nest eggs are sinking in. Even people who thought they were making all the right moves with their investments are wondering: Am I getting it right? Read the full article here.
Wealth Management in Asia
By Ellen Sheng
The private banking industry in Asia is in an enviable position. With the region’s fast-growing wealth and high savings rate, the market has plenty of room for growth. Read the full article here.
Retirement Planning
Time to Recalibrate Around
Risk and Reward
As Americans become increasingly aware of the need for strategic planning in today’s shifting economic environment, they are seeking new ways to prepare for retirement. Read the full article here.
Family Offices
The Growing Appeal of
Exchange Traded Funds
By Russ Alan Prince
Exchange traded funds (ETFs) are investment funds that are traded like stocks. As an investment fund, an ETF can be comprised of various types of assets such as commodities or securities. Read the full article here.
Managing the Growing Risk of Environmental Liability
Businesses across the spectrum of industry—from healthcare and agriculture to consumer products and contractors—face environmental liability risk lying in wait everywhere, such as undiscovered legacy releases at facilities or yet-to-be-discovered complications with their products. Read the full article here.
The Outlook for Wealth
No one is certain about the direction of the markets, but the wealth management
business has a range of ideas about the outlook for the coming months. Timing is everything. This is particularly true with financial decisions. Investors who bought equities at the end of 2007 lost fortunes in 2008. Read the full article here.
Northwestern Mutual
Home to Consistent Growth in Any Environment
A decade’s worth of market bubbles teaches us one simple fact: Periods of meteoric growth catch investors’ eyes, but holding those gains when the bubble bursts is like keeping lightning in a bottle. Read the full article here.
Donor-Advised Funds
By Brendan Coffey
Donor-advised funds have become the favored vehicle of high-net-worth givers because of the giving leverage their structure and tax benefits provide. Read the
full article here.
A New Era for Environmental
Financial Liability
By Charles Hernick and Dr. Bentley Coffey,
The Cadmus Group, Inc.
This year marks a continued transition into a new era for financial risk management of environmental liabilities. Read the
full article here.
Gold
Today’s Essential Strategic Investment
By Michael Roney
There once was a time when gold was considered a relatively esoteric holding— the classic hedge against inflation and economic uncertainty that involved purchasing and securely storing bullion, buying into mines or engaging in futures trading. Read the full article here.
Considering the Family Office
By Russ Alan Prince and
Hannah Shaw Grove
It’s no secret that the rich are different—and how they choose to manage their personal and financial affairs is no exception. More and more, the wealthy are choosing the exclusivity, objectivity and specialized insights of a family office over a relationship with a large-scale, national provider. Read the full article here.
Donor-Advised Funds
Maximize giving power through this low-cost, versatile philanthropic tool.
by Brendan Coffey
Charitable giving has long been a priority for Donna Morris and Bill Sweat, starting before their marriage 25 years ago and continuing through their time as financial service professionals and into their second careers as owners of Oregon’s Winderlea Vineyard
and Winery. Read the full article here.
Investing in Gold
The ultimate safe-haven asset offers growth and stability.
by Brendan Coffey
With the economic crisis in full force last year, gold showed its true worth. While almost every other major asset class plunged as a result of the credit crisis, gold leapt 23% on the New York Mercantile Exchange in the final two months of 2008. Read the full article here.
Focus on the Long Term in
Your Financial Plan
Seek Independent Advice to Craft a Personal Strategy
by Brendan Coffey
Valuable insight and advice from experienced Raymond James financial advisers on how to go about creating a personal investment strategy in today’s challenging economic environment. Read the full article here.
Donor-Advised Funds
Charitable and tax-planning efforts get a boost from this unique, flexible opportunity.
by Brendan Coffey
While private foundations were the great charitable vehicles of the 20th century, donor-advised funds (DAFs) are becoming the 21st-century philanthropic solution of choice. Read the full article here.
Banorte
Gaining Momentum and Capitalizing on Local Expertise
The prestigious magazine Euromoney has named Banorte “Best Bank of the year in Mexico” and “Best Bank in Latin America” in 2008, as a recognition of its leadership and financial solidity. Read the full article here.
