Professional Wealth Managementt

By PWM Editor

“In 2004, financial markets posted performances in line with their level of risks: equities performed better than bonds, which in turn performed better than cash. Risk aversion was high as a consequence of the 2000-2003 equity bear market and it shouldn’t diminish significantly in 2005. Therefore, we don’t expect equity valuations to improve by much: equity returns will be driven by earnings improvement. With fixed income, the risk is asymmetric: there is a higher probability that interest rates fare higher, however, in a moderate way.”

Amount (E) Fund

20,000 Louvre Multi Select Global Bond Fund

14,000 Legg Mason America Value

9000 WP Select Growth – GP Stewart (US conservative growth)

8500 T Multivalor

7500 Croissance Euro Actions (euro growth equities)

5000 Agressor - La Financiere de l'Echiquier (small cap value)

5000 Capital International Fund (world equites)

5000 Credit Suisse Asset Management Convertible Bond Europe

5000 Reverse International Bond

5000 Nouvelle Croissance Asie (Asian ex Japan equities)

5000 LPF Index Variable – LFP (inflation linked)

5000 Nouvelle Croissance Japon – Invest Asia (small/mid cap growth)

3000 Louvre Multi Select Emerging Equity

3000 Wanger AM New America Small caps

Global Private Banking Awards 2023