Managing Your Wealth: A Quarterly Perspective

Managing Your Wealth: A Quarterly Perspective


Welcome to this edition of Managing Your Wealth: A Quarterly Perspective, where our specialists explore the wider picture surrounding wealth management and present new insights that reflect each of our four wealth strategies.

We investigate the early indicators of economic growth, as well exploring how the theory of asset diversification bears up in the current market. With ongoing coverage in the financial press, we consider what the future holds for hedge funds and the role they have now in investors’ portfolios. Finally, we take a more light-hearted look at succession planning within a family business.

I hope you’ll find Managing Your Wealth: A Quarterly Perspective both informative and relevant. If you wish to discuss any of the topics covered in greater depth or would like to find out more about our four wealth strategies, please contact your private banker.

Stephen Fletcher
Director of Marketing 

Contents:

Wealth Preservation:

Growth - but not as we know it
Carl Astorri, Global Head of Economics and Asset Strategy

Wealth Enhancement:

Is diversification a bankrupt investment philosophy?
Pablo Balan, Global Head of Risk and Portfolio Analytics

Wealth Generation:

The case for hedge funds 2009
Uwe Ketelsen, Product Strategy and Development Manager

Life Enrichment:

Success with succession
Mark Evans, Head of Wealth Institute

What makes the Coutts approach unique:
Find out more.