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'Governments will take away the citizen's money - by new taxes on wealth,
inheritance, forced bond issues or inflation' |
Our Services
Private Banking Advisory
(PBA) is dedicated to assist private investors with substantial portfolios to
manage their investment portfolios more effectively.
We offer the benefit of our experience to those investors who are interested
in working with a partner whose interest is aligned with their own interest.
For this reason we can only work on a retained basis. Our minimum contract
period is twelve months. Thereafter the notice period on both sides is six
months.
A fixed advisory fee is the only compensation which we charge our clients
and we accept no commission, fees or retrocession from any of the service
providers we monitor for or recommend to our clients.
Fees are payable in advance on a quarterly basis and calculated on a sliding
scale depending on the size of the portfolio.
Please be aware that we are
not registered investment advisors and do not advise on the selection of
individual securities or investment funds.
We do not recommend any fund managers but supply our clients with objective
information that provides them with a basis for selecting one or more fund
managers. This information includes comparative performance data as well as
information about the organisation and capabilities for their underlying
business (accounting, custody, reporting, capital adequacy etc)
Regular comments on developments that may affect the investment performance of
private investors are published are published on
www.privatebankingadvisory.blogspot.com
Call us for a discussion about how we could help you improve the return from
your investment portfolio!
Heinz Geyer
Managing Director
+(44) 20 8343 7785
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FUND
MANAGER SELECTION
We assist client in the selection of appropriate fund managers.
In the selection process we include private client managers from
independent firms as well as the private client departments of major
commercial or investment banks.
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PERFORMANCE
MONITORING
We assist our clients in the monitoring of the investment performance
achieved by their asset managers. Help is provided in the
interpretation of reports provided by the managers as well as in the
setting of realistic performance objectives.
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RISK
MONITORING
Performance cannot be properly interpreted without due regard to the risks
incurred during the investment process and we help our clients to
appreciate the risks that were taken in order to achieve the
reported investment returns.
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COST
CONTROL
Private Investors often are not familiar with all aspects of the
investment management industry or do not have the time to make
themselves familiar with all the disclosed and hidden fees that are
charged to an investment portfolio.
"The
professionals who help run your company must be first class. The
professionals who run your private wealth for you must bve even
classier." (Felix Dennis, How to get rich)
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