A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight ...

Direct investing offers individuals the opportunity to manage their own portfolios, make decisions without intermediaries, and potentially earn higher returns. It’s a popular choice among investors ...

Neuberger Berman has introduced a tax-managed long-short equity strategy within its Custom Direct Investing platform, expanding the options available to wealth managers serving high-net-worth clients.

Family offices, the in-house investment and service firms of high-net-worth families, have increasingly been making direct investments in private companies. But those direct deals could mean taking on ...