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Read news and interesting information from the world of Private Banking and Wealth Management. We select the most interesting things happening in this area and want to share information that affects or may affect clients of Private Banking and Wealth Management.

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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.