Ultra-wealthy investors' three top concerns in 2015

GOING by conversations with our clients, super-wealthy investors appear to have three key concerns going into 2015. The first concern is evergreen. Ultra-high-net-worth (UHNW) individuals or their families have typically made their fortunes in specific industries and regions. Their wealth tends to be disproportionately concentrated in those areas. They need to diversify away from those holdings without completely exiting their traditional core business.

In Asia and certain other regions, however, these concerns have r…