brightbridge wealth management: About Brightbridge

brightbridge wealth management: About Brightbridge: http://www.brightbridgewm.com/about.php Brightbridge is a world-wide private equity firm with the resources and expertise to source, eval...

About Brightbridge

http://www.brightbridgewm.com/about.php

Brightbridge is a world-wide private equity firm with the resources and expertise to source, evaluate, and manage private investments globally in both developed and developing markets and across many industrial and commercial sectors.

Brightbridge is manager of -- or principal advisor to -- private equity funds covering Asia, Latin America, Europe, Africa, and the Islamic countries that span the globe from North Africa through the Middle East and into Asia. These funds represent aggregate capital commitments of nearly $6.0 billion and several are the largest of their kind in their particular region.

Brightbridge's initial focus and one of its continuing core strengths has been investments in "infrastructure" in emerging market economies. Over time, however, Brightbridge has expanded this focus, allowing us to accumulate investment experience in a wide range of sectors from heavy industry, mining, oil and gas to basic materials and even restaurants.

Brightbridge's broad global experience and the large size of its funds has allowed it to become a prime choice as an investment partner for regional companies and local entrepreneurs. Brightbridge is also a pioneer in structuring innovative partnerships with international corporate strategic investors. Brightbridge has partnered with leading international corporations, including Vivendi, Marubeni, and AES in the power sector, AT&T, Orange, and Bell Canada in the telecommunications sector, and Pilkington in the glass industry.

Our Vision

Working to find a comprehensive solution to meet all your financial requirements Brightbridge Wealth Management is an independent financial services company . Our reputation as a dynamic and responsive company is built upon innovative, transparent and reliable financial services.

Our clients' profiles differ from person to person, though all have a common desire to accumulate, preserve and transfer their wealth. Brightbridge Wealth Managements' team provides innovative and tax efficient investment solutions, utilising both onshore and offshore variations, enabling us to meet this shared goal.

Having determined an individual's unique requirements, we then build a comprehensive financial plan, using a cross disciplinary approach to maximise investment performance within an acceptable level of risk. What sets us apart is the ability to accurately identify financial goals and then independently source tailor made solutions. At Brightbridge, our highly skilled team of professionals will work with you to find the most appropriate investment plan to help realise your goals.

brightbridge wealth management: Financial Planning Process

brightbridge wealth management: Financial Planning Process: http://www.brightbridgewm.com/financial-planning.php As financial advisors and investment consultants, we believe in the following fundam...

Financial Planning Process

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As financial advisors and investment consultants, we believe in the following fundamental principals with regard to designing an investment portfolio and making specific recommendations. The purpose of a client's investment portfolio is to fund current and/or future financial objectives. The design of the portfolio must take into account the client's financial objectives, tolerance for risk, needs for current income or liquidity, and special considerations such as income and estate taxes. The appropriate allocation of investment assets for your goals and risk tolerance is the most important component in developing an investment portfolio. We believe that having a diversified, well-balanced portfolio, following long-term buy-and-hold strategies, and having patience, increases the likelihood that one will achieve their long-term financial objectives.

Diversification, dollar cost averaging, comprehensive portfolio reviews and analysis are beneficial methods of managing assets. Dollar-cost averaging has some advantages in a declining market--or, more precisely, in a market whose general direction may be downward but still has ups and downs. An investor who bought the Dow in 1929 and held it until 1939 would have seen a -46% return; but an investor dollar-cost averaging would have been able to take advantage, for example, of all the months in 1932-1934 in which the Dow closed at less than 100. In these months, that investor would have gotten a lot more for his money. This effect adds up to a nominal return of 5% during the period for the dollar-cost average method, which compared favorably to bond interest rates over the same period.

We believe that low cost mutual funds that consistently perform above average against their peers are wise choices. We also recognize the importance of culling a portfolio from time to time. How do you create this personal financial plan? What makes Brightbridge different is our commitment to working jointly with clients to produce a comprehensive, custom financial plan, enabling them to make wiser financial choices. First we focus on your goals, objectives, priorities and values.

For instance, the reduction of current and future income taxes may be an immediate goal, funding a quality education for your children and/or grandchildren may be an intermediate goal, and enjoying a secure financial future in your retirement years is likely to be one of your most important long-term goals. Another goal in life for some people is creating wealth and/or leaving a legacy for your chosen beneficiaries or charities. You may already be on the road to meeting these objectives and simply need a new strategy, professional insight, or to fine-tune your plan. You may just be starting out, or you may be somewhere in between.

Next, we collect detailed personal financial information and make a thorough analysis of this information: current financial situation, employee benefits, children's educational funding, retirement situation, pension and retirement plans, living estate, insurance and investment portfolios to produce a written financial plan with specific recommendations to achieve your goals. Then, we share the results with the client, who determines if the recommendations are sensible and reasonable. Once comfortable and satisfied with the final recommendations, clients take action or direct us to take the steps necessary to attain their objectives. Finally, to achieve the intended results, you must implement and monitor your plan. Your financial plan is a living document, reviewed periodically for progress and adjusted appropriately. Whatever your unique situation may be, everyone needs a periodic assessment of where they are on the road to meeting their financial goals. As a Fee-Based certified financial planner, we work with people based on their preferences and needs. Some may want a second opinion or help on a specific situation. Others would like more comprehensive, coordinated financial advice.

Brightbridge Wealth Management Headlines: Weaker prices dent S. Korea’s IT exports in Aug.

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SEOUL, Sept. 7 (Yonhap) — South Korea’s exports of information technology (IT) products shrank from a year earlier for the second straight month in August largely on lower global prices, the government said Wednesday.
The country exported US$13.06 billion worth of IT products last month, down 2.4 percent from $13.39 billion in the same month last year, according to the Ministry of Knowledge Economy.
The country’s trade surplus in the IT sector dwindled from slightly over $7 billion last year to $5.97 billion as its IT imports surged 11.2 percent on-year to $7.1 billion.
In the first eight months of the year, South Korea shipped $99.75 billion worth of IT products, up 34.7 percent from the same period last year.
“Overall exports dropped in August due to a drop in prices of some products, including computer memory chips and display panels, but exports of mobile phones jumped 10.2 percent to $2.07 billion amid improving competitiveness of smartphones by local manufacturers,” the ministry said in a press release.
South Korea became the world’s largest manufacturer and exporter of smartphones in the second quarter of the year with a 23.1 percent share of the global market, and also the world’s largest supplier of all mobile phones with a 24 percent global market share in terms of monetary value, it said.
The drop in IT exports was largely caused by lower-cost shipments of memory chips and display panels, whose combined shipments in terms of monetary value dropped 28.8 percent on-year to $4.26 billion.

Brightbridge Wealth Management Headlines: New Patents From Google Shore up HTC’s Defenses

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HTC filed the new lawsuit against Apple Wednesday in the U.S. District Court for the District of Delaware. HTC accuses Apple of infringing four patents in a range of products and services including Macintosh computers, iPhones, iPods, iPads, iTunes, MobileMe and iCloud.

The four patents were originally assigned to Motorola but were all transferred to Google either late last year or early this year. Then, last week, all four patents were transferred to HTC.

HTC did not respond to questions about whether it bought the patents from Google or if Google gave it the patents.

In addition, HTC on Wednesday amended its complaint against Apple with the U.S. International Trade Commission (ITC) to assert five former Google patents. Those patents originated with Palm and Openwave, were transferred to Google and last week were transferred to HTC.

HTC also amended another previous suit, filed in Delaware, to add the new patents to that complaint.

HTC’s new complaints are the latest in an ongoing battle with Apple, which has attacked several Android licensees in court. The disputes are an indication of just how competitive the mobile phone market has grown. Apple and Android have the largest market shares in the mobile market in the U.S.

In July, the ITC issued an initial determination that HTC infringed two Apple patents. The ITC has also agreed to investigate a separate complaint against HTC filed by Apple and is investigating an HTC complaint against Apple.

HTC has had a relatively weak patent portfolio compared to its competitors. Having access to the new patents from Google could help it shore up its defenses in its disputes with Apple.

In addition to the HTC lawsuit, Apple has filed suits against Samsung and Motorola. It has instigated the banning of Samsung tablets in Australia and Europe.

Brightbridge Wealth Management Headlines: Franc expected to boost Swiss M&A in second half

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ZURICH (MarketWatch) — The Swiss mergers and acquisitions market is expected to continue its resurgence in the second half of 2011 after the second quarter saw deal volumes go up threefold, according to consultancy Ernst & Young.

The continued economic upturn together with the surging value of the Swiss franc is expected to drive an increase in acquisitions past 2010 levels.

In the second quarter of the year, deal volume rose to 38.2 billion Swiss francs ($47.5 billion) up from CHF12.5 billion in the first quarter and significantly higher than the CHF4.6 billion achieved in the second quarter of 2010.

The total number of deals remained relatively unchanged during the period at about 225.

“Last year the total volume was $52 billion with around 460 deals. For this year, total deal volume might be able to increase to $100 billion,” said Marc Reinhardt, senior manager for mergers and acquisitions at Ernst & Young in Zurich.

The Swiss franc has risen 6.8% against the euro and 9.3% against the dollar during the second quarter of 2011, making it cheaper for Swiss companies to buy foreign companies.

“We know there are a lot of deals being helped by the Swiss franc. Companies are buying firms in the euro area and in emerging markets, and the strength of the franc is making it easier for them in some cases,” said Reinhardt.

Many companies have sufficient funds available for acquisitions, he added.

Companies are looking to have more of their costs outside the franc area, which would help reduce the impact of the currency eating into their margins.

“They want to encase their natural hedge,” said Reinhardt, who added revenue growth was the other main motivation for companies.

But the number of deals coming in might drop if the Swiss franc continues appreciating at its current pace, the consultancy said.

Areas such as high tech, IT telecommunications, financial services and energy are expected to be among the most active for M&A activity during the remainder of 2011, E&Y said.

The largest transaction announced in the second quarter was the $13.7 billion deal by Japan’s Takeda Pharmaceutical Company (4502.TO) to buy Swiss pharma company Nycomed SICA S.C.A.

The $21 billion acquisition of Synthes Inc. (SYST.VX) by Johnson & Johnson JNJ -0.45%was actually the largest in the period, but wasn’t included in the Swiss M&A statistics because Synthes is headquartered in the U.S.

The media, technology and telecommunications sector was the most active industry in terms of the number of M&A transactions during the second quarter, accounting for slightly more than 20% of the deals, E&Y said.