Professional Wealth Management
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PORTFOLIO MANAGEMENT
Riding out the storm
30 January, 2012
Dan Briggs, Fleming Family & Partners

A wide range of vehicles are available to investors looking to adopt volatility strategies, either as a source of return, or as a way of protecting portfolios

With volatility expected to remain high over coming months, strategies which profit from market swings or try to hedge portfolios from those wild market movements are very much in demand.

Using collateral to reduce damage
28 November, 2011
Jason Orben, JP Morgan Worldwide Securities Services

Since the Lehman collapse, institutional investors have realised the importance of collateral management techniques to mitigate counterparty risk

UK economy faces stormy outlook
27 September, 2011

CCLA Investment Management’s CIO, James Bevan, explains why the UK needs major economic growth to tackle its debt mountain

Cesar Perez, JP Morgan Private Bank

Making headway in portfolio management
27 September, 2011

Today’s world of low expected growth and extreme market volatility means building a diversified portfolio with a long-term oulook is more important than ever

Getting the tactics right
04 May, 2011
Serge Lederman, Banque Heritage

Recent unanticipated events have added weight to the argument in favour of short-term tactical investing, though many still prefer to take a long-term approach, writes Roxane McMeeken

Stéphane Wathier, Société Générale

A more sophisticated approach to meet multiple objectives
27 September, 2010

The worse than expected performance of core satellite strategies over recent years has seen the model lose credibility with private clients. Wealth managers are now responding with a range of measures aimed at improving portfolio construction. Ceri Jones reports.

Dr Magne Orgland, Wegelin & Co

Flexible solutions in asset allocation
02 September, 2010

Multi-asset funds that combine risk diversification with a total return approach are finding their way into client portfolios, although private banks view them with some scepticism, writes Elisa Trovato.

Rebalancing for the new world order
04 July, 2010
Dr Wolfgang Leoni, Sal Oppenheim

Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato.

Guaranteed to protect and serve
07 February, 2010

Capital guaranteed products appeal to both high net worth and retail investors, writes Elisa Trovato, but it is vital that the client knows just how the funds work and the issues they are likely to encounter

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