Aug
13
Investing in China Series: The Basics
August 13, 2009 | Comments Off on Investing in China Series: The Basics
If you are thinking about investing in China, you are definitely not alone. Legendary investor Jim Rogers has been investing in the Chinese stock market since 1986, in his book “A Bull in China: Investing Profitably In The World’s Greatest Market”, he compared the modern Chinese stock market to America in the late 1800s, where […]
Jul
26
Private Banking Trends 2010
July 26, 2009 | 1 Comment
2009 is a year to remember for many private banking professionals. Hedge funds failed, Bernard Madoff convicted, clients withdrew assets from private banks. The global financial crisis has fundamentally changed how the HNWI clients invest and the wealth management business itself. As part of an orginal research, we study financial data and key events in […]
Jul
11
Private banking due diligence checklist
July 11, 2009 | Comments Off on Private banking due diligence checklist
Before you open an account with an advisor, make sure you conduct your own due diligence and know the answers to the key questions on topics such as conflicts of interests and fees. This special due diligence checklist has been created to help you understand your risk. Private Banking Due Diligence Checklist (pdf)
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