skip to main | skip to sidebar

Private Banking Advisory

The experienced Partner for the Investor with a substantial Portfolio

  • Home
  • Contact

Contact

pba07 (at) pbadvisory.com

The experienced Partner for the Investor with a substantial Portfolio. We supplement the work of your Investment Managers and help you with Risk Management, Performance Measurement and Cost Control,

http://www.pbadvisory.com/



Contact us if you cannot anwer YES to any of these questions:

Do you know what is in your Portfolio?

Do you understand all the risks that are in your Portfolio?

Do you have certainty that your Portfolio is managed with as little cost as possible?

Do you think that your Portfolio is giving you the best possible performance?



Initial Consultation

Most people would agree that it is wise to get a second opinion if you had a serious medical condition. Next to your health the most important thing is your investment portfolio. We advise readers to ask us for a 'second opinion' on the structure of their investment holdings. We will only advise on matters relating to evaluation of cost as well as measurement of performance and risk as we are not registered to provide advice with respect to specific investments.

Labels

  • Absolute Return (6)
  • Active Investing (3)
  • Advertising (2)
  • Alternative Investments (9)
  • Arbitration (2)
  • Asset Allocation (9)
  • Austria (3)
  • Banking (2)
  • Banking Secrecy (9)
  • Banks (7)
  • Benchmark. Fund Supermarket (1)
  • Bitcoin (4)
  • Bond Investing (12)
  • Bond Issuance (1)
  • Broker (3)
  • Buy and Hol (1)
  • Capital Controls (5)
  • Cash (1)
  • Certificates (3)
  • China (1)
  • Civil Liberty (7)
  • Commissions (2)
  • Conflicts of Interest (30)
  • Convertible Bonds (4)
  • Credit Crunch (1)
  • Credit Risk (2)
  • Custody (17)
  • Day Trading (3)
  • Democracy (4)
  • Derivatives (9)
  • Diamonds (2)
  • Diversification (8)
  • Dollar-cost Averaging (1)
  • Due Diligence (20)
  • Earnings (1)
  • Economists (4)
  • Efficient Portfolio (1)
  • ETF Exchange-traded fund (16)
  • Ethical and Social Investing (1)
  • EU (10)
  • Euro (4)
  • Execution (3)
  • Experts (14)
  • Factor Investing (1)
  • Fees (81)
  • Financial Advisers (87)
  • Financial Media (2)
  • Financial Trust Index (1)
  • Finanical Planning (1)
  • Forecasts (4)
  • Foreign Exchange (5)
  • Fraud (32)
  • Fund of Funds (4)
  • Germany (4)
  • Gold (21)
  • Guaranteed Products (11)
  • Hard Assets (2)
  • Hedge Funds (40)
  • Index Funds (7)
  • Inflation (11)
  • Investment Analysts (1)
  • Investment Fads (4)
  • Investment Funds (21)
  • Investment Reseach (4)
  • Investment Rules (8)
  • IPO (15)
  • Managed Futures (1)
  • Media (2)
  • Money Laudering (5)
  • Multimanager (1)
  • News (2)
  • Offshore Funds (2)
  • Online Advice (2)
  • Online Trading (1)
  • Operational Risk (3)
  • Options (5)
  • Passive vs Active Investing (9)
  • Pension (13)
  • Performance (67)
  • Portfolio Valuation (1)
  • Precious Metals (4)
  • Privacy (5)
  • Private Banking (29)
  • Private Equity (12)
  • Property (2)
  • QE (1)
  • Quant Investing (1)
  • Quantitative Investing (1)
  • Reading List (2)
  • Regulation (53)
  • Retirement (3)
  • Risk (40)
  • Robo-Advice (4)
  • Sector Weights (1)
  • Share Investing (4)
  • Silver (1)
  • Slippage (2)
  • Smart Beta (1)
  • Structured Products (19)
  • Switzerland (13)
  • Systematic Investing (1)
  • Target-Date Funds (3)
  • Tax (8)
  • Timing (1)
  • UK (7)
  • USA (29)
  • Volatility (2)
  • Warrants (2)
  • Wider Shareownership (2)

Disclaimer

We are not registered as investment advisers in any jurisdiction and we do not provide investment advice.

We only provide advice on cost control as well as the monitoring and measurement of portfolio performance and risk.

Where required, we may also assist with the recruitment of suitable investment professionals.

The information available on the website is for your general information and education and intended for personal use only.

The information does not constitute any form of investment advice and should not be considered to be a recommendation with respect to any investment the reader may contemplate.

Investment decisions remain the sole responsibility of the investor or his investment advisers.



24 March 2012

Use fee-based adviser and liquid products

Recommends William Baldwin (Forbes).
Labels: Fees, Structured Products
Newer Post Older Post Home

Site Search

Private Banking Directory

For a list of major providers of Private Banking Services click here

Tweets by @PBAdvisory

Political Economy

  • Political Economy
    Gary Cohn's teacher once told his parents he'd be lucky to be a truck driver - So money piled up is the main measure of the man? Maybe a truck driver does work that is more valuable? The world could well get on without the Gary Cohn's...
    2 days ago

Do you need qualified Investment Staff?

We are specialists in selecting experienced investment professionals for family offices.

For more information visit our Recruitment Site

Resources

  • BrightScope (USA)
  • CFA Institute Investor Tools
  • FINRA Investor Tools (USA)
  • FT Money Gym - online tools
  • Financial Planning Software
  • Free Online Course for Retirement Planning
  • LearnVest (USA)
  • Monevator
  • NestWise (USA)
  • Pro Governance
  • Securities Litigation and Consulting Grp
  • Sensible Investing
  • Temple Associates Consulting and Recruitment

Investment Blogs

  • FT Alphaville
    FT Opening Quote: Will BHP dig Elliott’s ideas?
    1 hour ago
  • Zero Hedge
    Tesla Is The World's 4th Largest Automaker (Despite Only Selling 76,000 Cars In 2016)
    1 hour ago
  • The Big Picture
    Everything We Know About Russia and President Trump
    6 hours ago
  • Dealbreaker
    President Trump Fires Robert And Rebekah Mercer
    2 days ago
  • Stockopedia: Latest News
    Small Cap Value Report (18 Aug) - SYS1, MMC
    2 days ago
  • Pro Governance
    Fee pressure - who can afford good Corp Governance?
    4 days ago
  • Temple Associates
    Bitcoin hype - stop calling it a 'Currency'
    6 days ago
  • re: The Auditors
    Update: McKenna at the University of Chicago’s Stigler Center
    2 weeks ago
  • Marc Faber Blog
    August 2017 Market Commentary Summary
    2 weeks ago
  • Jim Rogers Blog
    Market Turmoil Will be Bullish For The US Dollar
    2 weeks ago
  • Peter Schiff Blog
    The Big Story in the Market: Continued Weakness in the US Dollar
    3 weeks ago
  • The Baseline Scenario
    A New Economic Vision, in 27 Words
    1 month ago
  • FinanceProfessor.com
    FedEx Saved From Bankruptcy With Blackjack Winnings - Business Insider
    1 month ago

Blog Archive

  • ►  2017 (71)
    • ►  August (4)
    • ►  July (3)
    • ►  June (5)
    • ►  May (6)
    • ►  April (22)
    • ►  March (20)
    • ►  January (11)
  • ►  2016 (21)
    • ►  December (4)
    • ►  October (2)
    • ►  September (1)
    • ►  August (1)
    • ►  June (2)
    • ►  May (2)
    • ►  April (1)
    • ►  March (7)
    • ►  January (1)
  • ►  2015 (13)
    • ►  November (2)
    • ►  October (3)
    • ►  August (1)
    • ►  July (1)
    • ►  April (2)
    • ►  January (4)
  • ►  2014 (35)
    • ►  December (2)
    • ►  November (1)
    • ►  July (8)
    • ►  June (6)
    • ►  May (2)
    • ►  April (4)
    • ►  March (4)
    • ►  February (1)
    • ►  January (7)
  • ►  2013 (43)
    • ►  December (2)
    • ►  October (4)
    • ►  September (2)
    • ►  August (6)
    • ►  July (4)
    • ►  June (3)
    • ►  May (3)
    • ►  April (4)
    • ►  March (7)
    • ►  February (2)
    • ►  January (6)
  • ▼  2012 (64)
    • ►  December (3)
    • ►  October (9)
    • ►  September (6)
    • ►  August (8)
    • ►  July (6)
    • ►  June (3)
    • ►  April (7)
    • ▼  March (4)
      • Do you really need a 'lifestyle' offering from you...
      • Beware of selective performance statistics
      • Use fee-based adviser and liquid products
      • Don't be a Muppet when dealing with financial advi...
    • ►  February (4)
    • ►  January (14)
  • ►  2011 (87)
    • ►  December (4)
    • ►  November (7)
    • ►  October (1)
    • ►  September (6)
    • ►  August (1)
    • ►  July (4)
    • ►  June (10)
    • ►  May (11)
    • ►  April (3)
    • ►  March (7)
    • ►  February (23)
    • ►  January (10)
  • ►  2010 (48)
    • ►  December (10)
    • ►  November (6)
    • ►  October (8)
    • ►  September (7)
    • ►  July (5)
    • ►  June (2)
    • ►  April (3)
    • ►  March (3)
    • ►  February (4)
  • ►  2009 (18)
    • ►  October (5)
    • ►  September (2)
    • ►  August (2)
    • ►  June (2)
    • ►  April (1)
    • ►  March (3)
    • ►  February (3)
  • ►  2008 (8)
    • ►  November (3)
    • ►  October (3)
    • ►  September (1)
    • ►  June (1)
  • ►  2007 (1)
    • ►  May (1)
  • ►  2006 (1)
    • ►  October (1)
  • ►  2005 (2)
    • ►  July (1)
    • ►  May (1)
  • ►  2004 (2)
    • ►  July (1)
    • ►  April (1)
 

2009 All Rights Reserved Private Banking Advisory.

Blogger Templates created by Deluxe Templates • CSS by FreeCssTemplates