PrivateBanking.com BLOG

Objective

To give a reasonable knowledge of the types and varieties of Hedge Funds and the measures of assessing them. A basic knowledge of Hedge Funds is assumed: eg from our Hedge Funds Overview course.

Delegates

*      Fund Managers and Fund Administration staff
*      Staff who recently joined a Hedge Fund and have little idea as to their employer’s operations
*      Marketing Managers and IFAs
*      Private Bankers, Wealth Managers and Family Office executives
*      Custodians and Depositaries
*      Prime Brokers and Lending Institutions eg Pension Funds
*      Lawyers and Accountants (CPD credit)
*      Compliance Officers, HR and IT Executives working in or with Hedge Funds

Content

- Long-Short Equity
-Mechanics of Short … Continue Reading

Preserving assets over the generations, in good times as well as bad, is an art which Sal. Oppenheim has mastered thanks to its 200-year tradition. We have learned what it means to adapt to new situations time and again and to remain flexible, while always maintaining the aim of safeguarding our independence on a long-term basis.

As a result of Sal. Oppenheim wealth gained through experience over many years, they have developed a good understanding of the challenges … Continue Reading

According to the results of a survey conducted by Sal. Oppenheim Real Estate1 and 4IP Management Ltd., indirect real estate investments are already held by 89% of Swiss pension funds and 60% of Swiss insurance companies. Even though on average 93% of insurance company real estate assets and 72% of pension fund real estate assets are held directly, a clear trend toward indirect investments was confirmed. The current crisis in the financial markets has not made investment decisions easier; the allocation and investment behaviours revealed in the survey, however, demon-strate that Swiss institutional investors continue to believe in the real … Continue Reading

Objective advice, tailor-made strategies.

At LDB & Partners, evaluating your assets begins with an objective assessment undertaken with your interests in mind.

When devising your portfolio, we do not restrict you to a limited range of products and services, nor are you at the mercy of standardised investment profile policies. We diversify your portfolio, choosing solutions that are best suited to your objectives and limitations, thus creating a truly custom-made investment strategy. You collaborate directly with the partners at LDB & Partners, who share the same fundamental business and financial values that you cherish.

Your dedicated wealth management partner takes time to … Continue Reading

Before making any decisions as to your future wealth management strategy, it is important to make an overall assessment of the adequacy of your existing approach to the management of your family’s wealth.

Is the overall allocation of your portfolio in alignment with your values? Does your current wealth management strategy correspond with your future risk/return expectations? Does it meet your need for both security and liquidity? Are the legal structures both internationally compliant and tax-optimized? Will your current wealth management strategy meet your desire to secure the next generation?

We start a dialogue with you … Continue Reading

Objective

To provide a comprehensive overview of the major bond and fixed income markets, their instruments and their workings.

Delegates

· … Continue Reading

Tokyo, formally Tokyo Metropolis ,is one of the 47 prefectures of Japan.Tokyo is one of the three world finance “command centres”, along with New York City and London. Tokyo has the largest metropolitan economy in the world.

A major economic power,Japan has the world’s second largest economy by nominal GDP. It is a member of the United Nations, G8, G4, OECD and APEC, with the world’s fifth largest defense budget. It is also the world’s fourth largest exporter and sixth largest importer and a world leader in technology and machinery.
Japan’s economy is characterized by Low overall taxation … Continue Reading

Zurich is the largest city in Switzerland and capital of the canton of Zürich. The city is Switzerland’s main commercial and cultural centre (the political capital of Switzerland being Bern), and is widely considered to be one of the world’s global cities.

Zurich, as a financial centre, has a High significance in terms of employment and real net output compared with the financial centers of New York, London, Frankfurt and Paris for their regions. The outstanding importance of the city as a financial centre gives a considerable boost to Zurich’s economy as a whole. Public finances also benefit … Continue Reading

Hong Kong is the world’s 11th largest trading economy, one of the world’s four largest gold markets, the world’s 6th largest foreign Exchange market, the world’s 15th largest banking centre, and Asia’s 2nd biggest stock market. Banking transactions Volume are among the highest in the world in 2006.Hong Kong has 202 foreign-owned licensed banks, restricted licence banks, Deposit-taking companies and representative offices from 30 countries as at end of 2006. There are 181 foreign banks in Hong Kong with 69 of the world’s top 100 banks are present in Hong Kong.

The rule of law upheld by an … Continue Reading

Geneva is proud of its banking tradition, which has placed it as the world reference in asset management, and a significant actor in the trade finance business.The Geneva Financial Center applies its competences and knowledge towards reinforcing and developing the Geneva Financial Center. To achieve this, it promotes the image of excellence that belongs to Geneva’s financial establishments both within Switzerland and abroad.Through its communication, it underlines its desire to build opportunities for interaction and dialogue with the general public, the media, public authorities and economic partners.

The Center works on improving and reinforcing the knowledge and competences of the banking … Continue Reading