Professional Wealth Managementt

By PWM Editor

“Over the past month, our balanced portfolio benefited from its credit and equity exposure. Corporate and emerging spreads recovered strongly over the past few weeks, in an environment of decreasing risk aversion. Our investment in South East Asia, via Fidelity, contributed to performance. We took profits after strong growth in our gold and commodities positions, selling the AXA Or et Matières Premières Fund, which represented 6 per cent of the portfolio.”

 

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