We observe that for a $20 million portfolio, setting up a formal family office isn’t the right move. Typically, the economics of setting up and running a family office is more viable if the size of the investible assets is at least(more…)
Not all firms selling investment portfolios online can be called robo advisers. A robo-adviser is more than just a digital storefront for financial products. Personalisation of financial advice and discretionary investment management distinguish robo advisers from online investment platforms.
This is a common question asked by many young consumers who have just started their investing journey. If you have this question, then I am glad that you intend to invest for the long term. I am also glad you are open to seeking the help of an expert to help you invest.
