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 (3)
  • 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 (29)
  • 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 (14)
  • Ethical and Social Investing (1)
  • EU (10)
  • Euro (4)
  • Execution (3)
  • Experts (14)
  • Factor Investing (1)
  • Fees (79)
  • Financial Advisers (86)
  • 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 (6)
  • Inflation (11)
  • Investment Analysts (1)
  • Investment Fads (3)
  • Investment Funds (21)
  • Investment Reseach (4)
  • Investment Rules (8)
  • IPO (14)
  • 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 (8)
  • Pension (13)
  • Performance (65)
  • Portfolio Valuation (1)
  • Precious Metals (4)
  • Privacy (5)
  • Private Banking (28)
  • Private Equity (11)
  • Property (2)
  • QE (1)
  • Quant Investing (1)
  • Quantitative Investing (1)
  • Reading List (2)
  • Regulation (53)
  • Retirement (3)
  • Risk (40)
  • Robo-Advice (3)
  • 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
    Pension Liabilities - serious problem but overhyped - No one will deny that with an aging population and dropping birth rates the pension systems in many - if not most - countries is in serious trouble sooner ...
    3 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

  • Zero Hedge
    "Young Virginia Democrat" Sentenced To Prison For Registering Dead People To Vote
    2 hours ago
  • Dealbreaker
    Elizabeth Warren Asking How That Make America Great-y Again-y Thing’s Workin’ Out For Ya
    4 hours ago
  • The Big Picture
    MIB: Anindya Ghose on how Mobile Technology is changing the world
    8 hours ago
  • Peter Schiff Blog
    Gold: Putting In A Significant Bottom
    11 hours ago
  • Jim Rogers Blog
    The US Dollar Will Get Overpriced
    11 hours ago
  • FT Alphaville
    Tuesday’s Market Live transcript is here
    14 hours ago
  • Pro Governance
    Disclosing climate-related risk - Metorite impact risk next?
    16 hours ago
  • Temple Associates
    Soothing Words about ETF - But Liquidity disappears when we need it most
    16 hours ago
  • Stockopedia: Latest News
    Small Cap Value Report (Tue 27 Jun 2017) - DEB, CPR, NGR, IGR, ZOO
    17 hours ago
  • FinanceProfessor.com
    FedEx Saved From Bankruptcy With Blackjack Winnings - Business Insider
    5 days ago
  • Marc Faber Blog
    Toronto and NYC Real Estate
    1 week ago
  • The Baseline Scenario
    The Importance of Fairness: A New Economic Vision for the Democratic Party
    1 week ago
  • re: The Auditors
    Writing for the Stigler Center ProMarket Blog
    4 weeks ago

Blog Archive

  • ►  2017 (63)
    • ►  June (4)
    • ►  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