Blog d’Okami Capital Management : recherche, gouvernance et presse
À la une · 20 octobre 2026
Okami Capital Discretionary Investment Mandate
An Okami Capital discretionary investment mandate aligns concentrated portfolio stewardship with long-term family and institutional objectives.
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What Investment Consultants Must Be Accountable For
Investment consultants should bring independent judgment, clear accountability, and disciplined oversight to long-term capital decisions for all families.
In-House Versus Outsourced CIO: Which Fits?
In-house versus outsourced CIO: assess control, continuity, cost, governance, and independence for substantial private or institutional capital owners.
Discretionary Mandates Versus Advisory Accounts
Discretionary mandates versus advisory accounts differ in authority, accountability, and oversight. Learn which structure best suits capital stewardship.
Best Custodians for Private Clients Compared
Choosing the best custodians for private clients requires more than asset safety. Assess legal ownership, access, reporting, lending, and service needs.
Private Global Portfolio Currency Hedging Guide
A global portfolio currency hedging guide for investors assessing when foreign-exchange risk deserves protection, and when it belongs in the overall mandate.
Jurisdictional Asset Structuring for Family Capital
Jurisdictional asset structuring aligns ownership, succession, tax coordination, and reporting across borders for families with complex capital worldwide.
Wealth Transfer Planning Trends Shaping Legacy
Wealth transfer planning trends are reshaping how families govern ownership, liquidity, privacy, and decision-making across generations with discipline.
8 Top Estate Planning Mistakes to Avoid
Avoid the top estate planning mistakes that can disrupt succession, expose family assets, and force hurried decisions when stewardship matters most deeply.
Questions About Portfolio Drawdowns Answered
Serious investors ask better questions about portfolio drawdowns: what caused the loss, whether the thesis holds, and how liquidity shapes sound decisions.
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