Banques
Portfolio Advisory and Supervision in a Family Office
Programme
- The use of credit and leverage in portfolio management and asset allocation
- Considering Alpha Beta in portfolio construction
- Review of the whole investment processes and steps to build a portfolio
- Tactical versus strategic asset allocation
- Securities selections and investment styles
- Monitoring, servicing and communication performance
- Performance measures
- Understanding client’s needs & risk appetite
- Steps to consolidate assets in different bank
- The latest trends in allocation and influence on results