News Formal

Wealthy investors find opportunities in stock market sell-offs

  • 📰 NBCNewsHealth
  • ⏱ Reading Time:
  • 15 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 9%
  • Publisher: 51%

News ニュース

日本 最新ニュース,日本 見出し

Wealthy investors and family offices shied away from stocks leading up to market swings this week, but many saw the drop in prices as an opportunity for tax savings and estate planning, according to wealth advisors.

Private banks and wealth managers say their clients have been reducing their stock holdings for over a year as part of a broader shift from public to private markets in light of recent concerns about an overheated tech sector. According to a UBS family office survey, family offices have 35% of their portfolios in private equity — the largest of any asset class — compared with just 28% in equities.

“So you’re taking advantage of the depressed values. Tax advisors get generally excited about these environments because it opens up new opportunities.” One group of clients that’s more sensitive to the recent bouts of volatility is made up of corporate founders and top executives.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 707. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Wealthy investors find opportunities in stock market sell-offsWealth advisors say their clients saw the drop in stock prices as an opportunity for tax savings and estate planning.
ソース: CNBC - 🏆 12. / 72 続きを読む »

Wealthy investors find opportunities in stock market sell-offsWealth advisors say their clients saw the drop in stock prices as an opportunity for tax savings and estate planning.
ソース: nbcchicago - 🏆 545. / 51 続きを読む »