Professional Wealth Managementt

By PWM Editor

“Our portfolio is fairly balanced between euro bond and equity. In the euro bond area the investment in funds with a total return approach has been eliminated. The equity component of the portfolio is invested in a wide range of themes and fund styles. Our preferences go towards global themes rather than specific countries or areas.”

Amount (E) Fund

8,000 JPM Europe Bond

8,000 CS Euro Bond B

8,000 JB Euro Govt Bond

8,000 MLIIF Euro Bond - EUR

8,000 Parvest Euro Govt Bond C

8,000 PICTET EUR BOND R PFIF

3,000 FT M Beacon US Eq A

3,000 IXIS AMA Pacific Rim Equities

3,000 JPMF Europe Dynamic

3,000 JPMF US Dynamic

3,000 M&G American Fund

3,000 SOGE US Relative Value

3,000 Vitruvius US Eq.

2,500 Hend PanEur Small Cap

Global Private Banking Awards 2023