Capricorn Private Investments’ Chief Investment Officer – Manoj Soni – talks to Wealth Briefing about Capricorn, the changing investment landscape, and the need to meet clients’ increasing expectations in the wealth sector’s independent and family office segment.
More and more sophisticated families are moving capital away from the banks. Many feel big organisations are just too bureaucratic to offer personal, tailored services. The banks can also have conflicts of interest when it comes to the investment solutions they suggest. Consequently, the trend is for families to move capital towards independents or their own operations.
Read the full interview on Wealth Briefing: