Professional Wealth Managementt

By PWM Editor

“We have ended our equity overweight across all regions and sectors due to the deteriorating technical situation that has become visible in most major markets. In reaction to this we focus more on absolute return strategies in our fund selection strategy, both on the equity as well as on the fixed income side. The increase of our alternative investment holdings is fully in line with our overall strategy. We have therefore added a new multi-asset fund.”

 

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