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Alternatives

James Mulholland, Carey Olsen

Middle Eastern and European elites seek Jersey’s protection

Jersey is becoming something of a centre for alternative investments while there are also signs of private banks returning to the island

Jeremy Beckwith, Morningstar

Currency funds struggling to deliver returns

Returns from currency funds have been disappointing of late and high fee levels are not helping

Global property funds enjoy a good year

View from Morningstar: Real estate investment trusts have proved popular while the balance between supply and demand has kept property valuations high

Dan Kemp, Morningstar

Multi-strategy hedge funds capture investors’ imagination

Investors are attracted by the possibility of getting both diversification benefits and positive returns through multi-strategy hedge funds 

Gerard Aquilina

Family offices develop a taste for private equity

Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques

Eduardo Gutierrez, Development Partners International

Private equity can help bring good governance to Africa

African business owners with expansion plans are increasingly realising they need to professionalise the way they operate, in order to draw capital and increase the firm’s value

Maty Ndiaye, Duet

Profits and pitfalls on private path into Africa

Africa is home to some of the world’s fastest growing economies and an increasing number of investors believe private equity could prove an effective way in. Yet the asset class remains niche and the risks very real

Pol Tansens, BNP Paribas Wealth Management

Booming property markets eye central bank actions

Real estate is providing both private and institutional investors with solutions to their hunt for yield, but some fear what will happen when the US and UK carry out their widely predicted rate rises

Farouk Saidji, Mirabaud Asset Management

Assessing the operational risks of hedge fund investments

Hedge funds may be gradually opening themselves up to scrutiny but prospective investors must ensure their own rigorous due diligence process is in place before any decision to allocate capital is made

Andrew Lee, UBS

Equity market dispersion a favourable backdrop for long-short hedge funds

Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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