Alessandro Costa

http://www.pwmnet.com/

Sorry, you appear to have JavaScript disabled. Please enable
JavaScript to use this tool.

Find out how to enable it for your browser:

Internet Explorer 7 or 8

Click the Tools menu.
Select Internet Options.
Click the Security tab.
Click the Custom Level button.
Scroll down until you see the 'Scripting' section. Select the 'Enable' radio button for 'Active Scripting'.
Click the OK button.
Click the Yes button in the confirmation window.
Refresh this page.

Firefox 3.0

Click the Tools menu.
Select Options.
Click the Contents tab.
Select the 'Enable JavaScript' checkbox.
Click the OK button.
Refresh this page.

Refresh

Sorry, you appear to have JavaScript disabled. Please enable
JavaScript to use this tool.

Find out how to enable it for your browser:

Internet Explorer 7 or 8

Click the Tools menu.
Select Internet Options.
Click the Security tab.
Click the Custom Level button.
Scroll down until you see the 'Scripting' section. Select the 'Enable' radio button for 'Active Scripting'.
Click the OK button.
Click the Yes button in the confirmation window.
Refresh this page.

Firefox 3.0

Click the Tools menu.
Select Options.
Click the Contents tab.
Select the 'Enable JavaScript' checkbox.
Click the OK button.
Refresh this page.

Refresh

From Fund Selection 01 May 2009

By PWM Editor

“During last month we didn’t change the composition of our portfolio, keeping both sector and geographic allocation unchanged. We also made no changes to the allocation between equity funds and bond funds. The performance of the portfolio suffered last month, mainly because of the great rise of stocks in the financials sector, in which our portfolio is currently underweight because of active management choice of selected fund managers. With regard to the bond portion of the portfolio, we are keeping a conservative approach by using low tracking error funds.”

Already registered? Sign in here to access content now.

To read PWM content for free, register now by completing a short form.

Registered users benefit from:

Full access to all articles, videos and podcasts
E-newsletters featuring the latest content
Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards

The Banker

The Banker is the world's premier banking and finance resource. It is also the key source of data and analysis for the industry with its unique database of more than 4000 banks maps their financial strength and soundness. www.thebanker.com

FT Wealth

How do you preserve your wealth, pass it on to your children or give it away, do you choose advisers, or handle the impact your wealth has on you, your family and your associates? FT Wealth helps find the answers to these and other questions affecting the wealthy.

www.ft.com/wealth

Professional Wealth Management and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.
© The Financial Times Limited 2024. All rights reserved. "PWM", "Professional Wealth Management", "PWM Net", "FT" and "Financial Times" are trademarks of The Financial Times Limited. No part of these web pages may be reproduced or transmitted to or stored in any other website or any other form of electronic retrieval system, without prior permission.

Alessandro Costa

Professional Wealth Management content is free to read

Already registered? Sign in here to access content now.

To read PWM content for free, register now by completing a short form.

The Banker

FT Wealth