Professional Wealth Managementt

By PWM Editor

“Recent events in the world’s stock markets have proven last month's decision to reduce our equity exposure correct. We maintain all our equity positions but have set stop loss limits on all of them, whose size depends on the individual volatility of each position. On the fixed income side, we keep overweighting absolute return strategies due to the uncertain outlook for benchmark government bonds. Our alternative investments should profit from the current environment.”

 

Already registered? Sign in here to access content now.

 

To read PWM content for free, register now by completing a short form.

 

Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards