Professional Wealth Managementt

By PWM Editor

“We reduced the number of holdings by selling the AmEx European Small & Mid Cap Fund and, instead of the Janus Risk Managed Core Fund and the Pioneer US Mid Cap Value Euro Fund, we picked the OP American Equities Fund. Furthermore, we replaced the Spaengler CashTrust with the ESPA Euro Cash and the Dexia Inflation Linked Bond Fund with the Aberdeen Sov. High Yield Bond Fund due to poor performance.”

 

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