Net Worth Investing
Ultra High Net Worth investors, investors with over $30 million in liquid assets, have much more to lose than the average investor, which makes a reasoned, comprehensive approach to their investment strategy even more critical to maintaining and growing their wealth. That being said, the critical step every UHNW investor should take is to secure the right wealth management team to grow and preserve their considerable wealth.
As the premier wealth management and investment firm for the ultra-wealthy, we specialize in the kind of investing strategies that can protect your portfolio, maximize your returns, and build wealth you can pass onto the next generation.
At Weber Global Management, we are investors for investors. We work with affluent individuals looking for an experienced wealth management firm to provide reasoned investment advice and meticulous global analysis to continue growing and preserving their extraordinary wealth.
Chris Weber, Weber Global Management’s Chief Investment Officer, became financially self-sufficient by the age of 13, and, by his early twenties, was a self-made multi-millionaire. His journey began with a teenage enthusiasm with investment newsletters, which inspired Chris to start his own bi-weekly investment report, which quickly became an industry mainstay. Today, the Weber Global Opportunities Report offers thousands of affluent investors around the world a straightforward, advanced analysis of his proven strategies in unpredictable markets. Chris’ investigative nature coupled with his impressive capability to forecast market success positions him as a discerning, successful investment advisor both for himself and his select clientele.
Like Chris, Briton Hill, Weber Global Management’s President and Partner, also began investing from an early age, finding success particularly through the approaches and strategies recommended in Chris Weber’s Global Opportunities Report. Through his education, experience, and success, Briton found that his strong personality, sharp communication skills, and acute understanding of the markets made him a powerful investor for himself and others.
Briton and Chris are seasoned and skilled industry-veterans and UHNW investors who developed the Weber Gold Standard to lead their clients toward greater prosperity, delivering exceptional gains and increasing resilience even in the face of volatile, unpredictable markets.
Our Proven Track Record
in UHNW Investing
Weber Global Management’s success in investing began decades ago with Chris Weber’s creation of the Weber Global Opportunities Report, helping wealthy investors around the world capitalize on his financial wisdom.
With the combined leadership of Chris Weber and Briton Hill, Weber Global Management’s UHNW clients benefit from their personalized insights tailored to each individual or family portfolio. Our guidance, prudent recommendations, and ability to predict and pivot in the face of market swings, help our exclusive clientele stay ahead of the curve and prosper when other investors aren’t.
We have a proven track record serving as wealth managers for Ultra High Net Worth families and individuals, accommodating their unique financial needs directly and through distinguished firms who specialize in some of the less common, specialized asset classes where UHNW investors allocate their money.
In addition to investment guidance, our team can also assist in risk management, charitable giving, asset consolidation, tax minimization, and a number of wealth management strategies distinctive to UHNW investors.
How High Net Worth
Investment Strategies for the
Ultra High Net Worth Investor
High Net Worth and Ultra High Net Worth investors necessitate specific investment strategies that favor a high return, moderate risk, and preservation of accrued wealth. Some of our primary recommendations for best practices for High Net Worth individuals include:
Relying on Investment Experts
While the wealthy likely have some knowledge of investing, the nuance and complexity that comes with managing the wealth of a UHNW investor require outside assistance. This is where an UHNW investment advisory firm like Weber Global Management becomes critical, delivering specialized advice around global markets to accurately manage risk, predict wins, and protect gains.
Diversifying on Multiple Fronts
Unlike the typical investor with investments allocated in equities, bonds, and standard retirement vehicles like 401ks, a High Net Worth investor is more likely to diversify by allocating investments in real estate properties, private equity, hedge funds, and less common asset classes such as precious metals, art, and other collectibles.
Developing a Global Reach
Wealthy individuals are far more likely to have a global reach through their investment portfolio, a distinction that often stems from their extensive travel history, having realized the many attractive global investment opportunities that offer greater international exposure, like Swiss investment banking. This access is typically made available to them by their wealth management or investment advisory firm.
For the average investor, investment income is used for additional spending, but for the Ultra High Net Worth investor, extra profits are usually reinvested into new sources of income, maximizing compounding interest and growth.
7 Investment Mistakes the
Ultra-Wealthy Should Avoid
Many standard investors look to UHNW investors and assume they have knowledge of and access to some secret, high-level strategy that helps them win. This is not the case. Rather, the key to this kind of successful investing lies in what they’re doing and what they’re not doing. They know what simple mistakes to avoid, and they apply this knowledge carefully.
Here are seven of the most common investment mistakes that UHNW investors should avoid:
Only Investing Close to Home
Investing in the U.S. and EU markets offers the security that many investors are looking for, but UHNW individuals take a broader approach beyond borders, investing in emerging markets like Singapore and Chile. The higher level of risk in these markets tends to keep the standard investor away, but when a UHNW investor can identify the right investment at the right time in these frontier markets, there’s potential for huge gains.
Only Investing Liquid Assets
While having liquid assets available can offer peace of mind, these investments aren’t always the best, and the ultra-wealthy know this. UHNW investors know the value of tangible assets like property, art, and commodities like gold and invest as such. These asset classes are less susceptible to market swings and can offer stability to any portfolio, balancing out market volatility.
Following the Crowd
While it can be tempting to keep up with the Joneses in the investment world, trying to match (or even beat) someone else’s investment strategies is not a proven route to building wealth. Instead, UHNW investors establish their own short-term and long-term goals, envisioning the life they want in 20 years and beyond, and then adhere to the specific strategies recommended to get them there.
Not Rebalancing a Portfolio Often Enough
The practice of rebalancing a portfolio is an essential part of keeping a UHNW portfolio appropriately allocated and diversified. This can happen quarterly, monthly, or even weekly, but what matters most is consistency – not rebalancing enough can cause a portfolio to skew undesirably.
Failing to Save
Part of being and remaining ultra-wealthy is a solid savings strategy. Even someone with massive wealth isn’t immune to life-changing emergencies, illnesses, or disabilities, and developing a savings plan alongside an investing plan will ensure an increase in cash inflows while reducing outflows to preserve a position of wealth no matter the circumstances.
If markets fall, don’t panic. Standard investors can often be reactive, panicking and selling shares when markets plummet to get quick access to cash. But a good UHNW investor knows to hold onto assets even when markets are down, relying on the reasoned guidance of their investment adviser.
Panicking and Reacting
With plenty of money to go around, UHNW investors may be tempted to develop short-term goals and achieve them through high-risk, high-reward strategies, but lacking a long-term plan is an amateur mistake that can be very costly. Instead, smart UHNW investors create long-term plans for their future as well as the future of their children and generations to come, creating wealth that can be passed on and preserved for many lifetimes.
At Weber Global Management, we have an established and extensive understanding of the global markets as well as the experience and skills necessary to leverage this knowledge to create a watertight investment strategy that is unique to your financial picture. We can help you integrate best practices for UHNW investors while helping you avoid common pitfalls.
If you want to protect your prosperity and sustain your wealth for your generations, it’s time to start working with a trusted investment advisor and wealth management team that understands your distinct position as a UHNW investor. Contact Weber Global Management to learn more about our investment services.