PBA 

  
Private Banking Advisory



News and Comment:

How independent are financial advisors?
 

 The experienced Partner for the Investor with a substantial Portfolio

    July  2010 > Contact

 




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Day Trading

Modern Technology provides even the most humble investor with the facility to trade most markets in a way that until fairly recently was only available to investment professionals working for banks or investment management firms.

The dazzling array of real-time price and fundamental data displayed on the computer screen can easily become addictive. Watching the markets is like watching an exciting game of football that never seems to end....as long as you keep your money.

What many do-it-yourself money managers lack is the discipline that is essential in order to survive in the investment game.

While it seems to be easy to make money between breakfast and lunch most people lose money in this game. The charts promise instant profits: didn't this chart move up dramatically between 8 am and 10 am? Would it not have meant large profits to buy and sell then? How can I sit here and DO NOTHING while the market moves?

Soon the novice trader buys and sells at a rapid clip, positions are entered on a whim and - even worse - leverage is employed which multiplies losses if things start to go wrong.

And human nature does not help: winning positions are sold too quickly to pocket a profit while losses accumulate while the investor waits to 'get even'.

PBA will help you to resist the temptations of overtrading your account. If you are not willing and able to devote a substantial time to studying and following the markets you stand as much chance of succeeding as if you would try to perform open heart surgery on yourself.

 

  


 

 

PBA will help you with the following:|

 

What is private in Private Equity Funds?

Should you participate in Euro experiment?

What can rebalancing your portfolio achieve?

How can you protect yourself against states going bankrupt?

Should you trust your financial advisor?

Are you in- or outside your hedge fund's sidepocket?

Implementing an appropriate asset allocation

Can financial advisors really be 'independent'?

MIFID
- a flop for the private investor

Are your management and performance fees calculated correctly?

Can you trust relatives when investing?

Pitfalls of investing in ETF's, ETN's, ETC's and ETT's

What is a step-down express
certificate?

Are Hedge Fund Billionaires good for your financial health?

Should you consider 'Newcits', and what are they?

Understand why some ETF's may not perform as you expect

How to survive the global war between savers and speculators

Is your financial adviser a professional or a business man/woman?

Why traditional diversification is no longer sufficient

How to protect yourself against currency 'reform'?

Risk aspects of property and money market funds

Is my money used to pay for banker's bonuses?

What is the best way to invest in Gold?

How should you Financial Adviser be compensated and what role does the remuneration structure of his employer have?

Does it matter where my investment manager is located?

Who is ultimately responsible for the regulation of my investment fund?

Are investments in the USA sensible given proposed changes in the tax law?

Where are my confidential financial affairs still treated with respect?

How to protect yourself from toxic financial instruments

Does past performance help in picking investment managers or funds?


Should you stay away from firms that use Celebrity endorsements?


How to understand what performance statistics hide

Do you need a financial advisor that walks your dog?

Not all regulators are created equal. Which ones should you trust - and what does it mean when an advisor is regulated?


What type of Institution will suit your needs better? Large or Small Banks, Private Banks, Independent Asset Managers or Boutique Managers?

What are the implications if Hedge Funds hold massive cash reserves?

How meaningful is the fact that a Hedge Fund has had only 15 losing months during the past 15 years?

Are larger Hedge Funds or Fund of Funds necessarily better for you?


What is the correct way to set targets for performance fees on Hedge Funds?

Is a 'High-Water-Mark' sufficient to protect the interests of Investors in Hedge Funds?

Are Hedge Funds really a new Asset Class?

There are so many different Indices of Hedge Fund Performance - which one shall I pay attention to?

 


 




 

   
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