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

Financial Advisers (96) Fees (95) Performance (71) Regulation (59) Risk (43) Hedge Funds (40) Fraud (36) Private Banking (32) Conflicts of Interest (31) USA (29) Investment Funds (23) Due Diligence (21) Gold (21) Structured Products (19) ETF Exchange-traded fund (18) Custody (17) Bond Investing (16) IPO (16) Experts (15) Pension (13) Private Equity (13) Switzerland (13) Guaranteed Products (11) Inflation (11) Asset Allocation (10) Bitcoin (10) Derivatives (10) EU (10) Passive vs Active Investing (10) Alternative Investments (9) Banking Secrecy (9) Tax (9) Diversification (8) Index Funds (8) Investment Rules (8) Banks (7) Civil Liberty (7) UK (7) Absolute Return (6) Fund of Funds (6) Money Laudering (6) Capital Controls (5) Forecasts (5) Foreign Exchange (5) Investment Fads (5) Options (5) Privacy (5) Robo-Advice (5) Austria (4) Convertible Bonds (4) Cryptocurrency (4) Democracy (4) Economists (4) Euro (4) Germany (4) Investment Reseach (4) Precious Metals (4) Share Investing (4) Active Investing (3) Banking (3) Broker (3) Certificates (3) Day Trading (3) Execution (3) Investment Bubbles (3) Operational Risk (3) Retirement (3) Target-Date Funds (3) Advertising (2) Arbitration (2) Cash (2) Commissions (2) Credit Risk (2) Diamonds (2) Ethical and Social Investing (2) Executive Compensation (2) Financial Media (2) Hard Assets (2) Interest Rates (2) Media (2) News (2) Offshore Funds (2) Online Advice (2) Property (2) Reading List (2) Slippage (2) Volatility (2) Warrants (2) Wider Shareownership (2) Banking Risk Diversification (1) Benchmark. Fund Supermarket (1) Bond Issuance (1) Buy and Hol (1) China (1) Credit Crunch (1) Crypto (1) Dividends (1) Dollar-cost Averaging (1) ETF (1) Earnings (1) Efficient Portfolio (1) Emotions (1) Factor Investing (1) Fidelity (1) Fiduciary Standard (1) Financial Trust Index (1) Finanical Planning (1) Fund Ratings (1) Investment Analysts (1) Managed Futures (1) ModernArt (1) Multimanager (1) NFT (1) Online Trading (1) Portfolio Valuation (1) Predictions (1) QE (1) Quant Investing (1) Quantitative Investing (1) Retirement Planning (1) Sector Weights (1) Silver (1) Smart Beta (1) Special Aquisition Cos (1) Systematic Investing (1) Timing (1) Tulipmania (1)

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.



18 April 2022

The Importance of keeping Fees low in Low-Return Investment Era




 

Labels: Fees
Newer Post Older Post Home

Site Search

Private Banking Directory

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

Investment Blogs

  • The Big Picture
    Video: Bloomberg Hedge Fund/Alt Fund Manager
    4 hours ago
  • FT Alphaville
    And the FTAV chart quiz winner is . . .
    6 hours ago
  • Stockopedia: Latest News
    Small Cap Value Report (11 Sept 2024) - TRST. Movers: RTO, SMWH, PEB
    9 months ago
  • Pro Governance
    Private Equity basically a Conglomerate in Drag
    5 years ago
  • Temple Associates
    Asset Managers strive to cut Banks out of Forex Dealing
    6 years ago

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

Blog Archive

  • ►  2024 (2)
    • ►  October (1)
    • ►  July (1)
  • ►  2023 (2)
    • ►  March (2)
  • ▼  2022 (5)
    • ►  November (1)
    • ►  September (1)
    • ►  August (1)
    • ►  May (1)
    • ▼  April (1)
      • The Importance of keeping Fees low in Low-Return I...
  • ►  2021 (4)
    • ►  August (1)
    • ►  July (2)
    • ►  June (1)
  • ►  2020 (6)
    • ►  October (1)
    • ►  September (1)
    • ►  August (2)
    • ►  July (1)
    • ►  March (1)
  • ►  2019 (13)
    • ►  November (2)
    • ►  October (3)
    • ►  August (2)
    • ►  July (3)
    • ►  April (2)
    • ►  March (1)
  • ►  2018 (12)
    • ►  November (3)
    • ►  September (1)
    • ►  August (7)
    • ►  March (1)
  • ►  2017 (82)
    • ►  December (2)
    • ►  November (3)
    • ►  October (3)
    • ►  September (3)
    • ►  August (5)
    • ►  July (3)
    • ►  June (5)
    • ►  May (6)
    • ►  April (21)
    • ►  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)
    • ►  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