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FWR Private Banking introduces a new form of portfolio management

Author: Robert Mocek, RM Advisory

Let us not delude ourselves that an individually managed portfolio brings more benefit to the client than a well-built strategy in the form of a single fund of qualified investors. In order for the manager to really approach the portfolio management individually, such a portfolio would have to be in the size of hundreds millions of crowns. Even such a portfolio, however, takes advantage of the bank’s view of the composition of the portfolio and must comply with a number of constraints.