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Why diversification is vital for wealthy investment clients (OPP Today, 9 May 2017)

May 9, 2017

Real estate investment professions must remove their blinkers when reviewing products and create a diverse portfolio for wealthy clients, says a leading private funding group.

Carlton James Group, which is an international property advisor offering funds that provide clients the opportunity to invest in a diverse portfolio of real estate investments and other products, says investors from diverse nations require multi-tiered investments.

Simon Calton, Chief Executive Officer of the Carlton James Group, tells OPP.Today, “When Carlton James launched its first few funds, we had envisioned the products as investment vehicles available for certain regions of the world, that included properties from very specific regions of the world – namely the United States. However, we came to soon experience demand not only from new, diverse nationalities, but also for more diverse products.

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