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Category Archives: wealth management
Apollo Liquidity December Update
Apollo Factsheet
Suitability at the heart of the wealth management reform
Coutts is fined on comments from the FSA on suitability reminds of the necessity to research on documents investments, not only at inception but throughout its life
αpollo liquidity – September update
as you may know, part of our activities cover the structuring of alternative investment portfolios. Attached to this post is the September fact sheet of a paper portfolio we run according to our investment philosophy. We will post its performance … Continue reading
Views on the Sovereign crisis
On Wednesday 21st at the Invest Forum in Geneva, Patrick Arthus shared with an audience of wealth managers his views on the current market situation and the sovereign crisis. These are some of the points that were discussed. Solvency cannot … Continue reading
Posted in Market Comments, wealth management
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New Year 2012