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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Guaranteed Products


Investment Solutions that offer the Investor a guarantee for the return of part or all of its investment appear to many Investors to be the Holy Grail of Investing.

One of the fundamental tenets of Portfolio Theory is the relationship between risk and return. The higher the expected return the more risk has to be assumed by the Investor.

As we all would like to have something for nothing - or at least as little as possible - the vendors of Guaranteed Investment Products dangle a very tempting solution to this investment conundrum.

These investments are also promoted under the name of 'Structured Investments' and usually contain an array of derivatives - options in particular - that even investment professionals may find difficult to understand.

In addition, there is also substantial counterparty risk associated with the investment package and as the Credit Crunch has demonstrated the investment and banking professionals were found to be less than capable of correctly assessing the credit worthiness of even the most prominent financial service providers.
 

 
   


 

 

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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