Does it Cut it?
A couple of months ago, we were invited to attend a market brief / presentation from one of the prominent investment banking institutions at the Shangrila Hotel conducted by their head director for wealth management. This is where they had the privilege to show how their expertise and access to a variety of information and tools that can be applied in their choices of financial instruments for their respective individual client's portfolio. This was a by invitation only for prominent Asian investors that can fork a minimum 6 figures and above as a low deposit placement to start with.
During the market presentation, China A shares and relative portfolio offerings were discussed as their focused-favorite stocks before all hell broke loose. Earlier signals were present even during the end of the 2nd quarter of 2015, and as a matter of judiciary duty to our constituent-clients attending that have seemed to be most attracted towards the presentation. However, these are mind-setting interests placed among investors being swayed to participate in their program funds being pooled by investment institutions. The normal strategies in the event of a change in outlook are not covered during such market brief or market outlook.
With that said, the sales pitch was made and apparently have been quite successful for the bank sponsoring a full course luncheon in a luxurious hotel. Investment strategies brought forward was not enough for those who knows how wealth institutions makes their presentations. However, after the fact that accounts were initially opened the long awaited officers to managed these portfolio would now be entrusted to place funds the way they see fit for the individual investors without so much of a considerable meeting of the minds as to what specific interest would best suit the individual from their investment. What to expect from market presentations and what necessary precautions would be taken into consideration if and when the uneventful turn around comes into the market.
This is where the main responsibility of an independent wealth and investment analyst comes into the equation. Where an investor can search for an institution to park and invest their money with is the start. But to have a lasting relationship as to how these funds and strategies can help support to preserve and grow these funds is another step for the process in Wealth Management. Therefore, it is our mission to make certain that the right information can best be delivered for investors to make an informed decision other than where to deposit their funds. Having the connections of a global banker does not necessary ensure that growth would be achieved unless the full participation of investors takes place before, during and post investment strategies are made.
Being a responsible investor along with a trusted and independent financial advisor can do more good than harm. Consider the fees involve between investment banks and retaining an independent mentor on your side would be appropriate.
During the market presentation, China A shares and relative portfolio offerings were discussed as their focused-favorite stocks before all hell broke loose. Earlier signals were present even during the end of the 2nd quarter of 2015, and as a matter of judiciary duty to our constituent-clients attending that have seemed to be most attracted towards the presentation. However, these are mind-setting interests placed among investors being swayed to participate in their program funds being pooled by investment institutions. The normal strategies in the event of a change in outlook are not covered during such market brief or market outlook.
With that said, the sales pitch was made and apparently have been quite successful for the bank sponsoring a full course luncheon in a luxurious hotel. Investment strategies brought forward was not enough for those who knows how wealth institutions makes their presentations. However, after the fact that accounts were initially opened the long awaited officers to managed these portfolio would now be entrusted to place funds the way they see fit for the individual investors without so much of a considerable meeting of the minds as to what specific interest would best suit the individual from their investment. What to expect from market presentations and what necessary precautions would be taken into consideration if and when the uneventful turn around comes into the market.
This is where the main responsibility of an independent wealth and investment analyst comes into the equation. Where an investor can search for an institution to park and invest their money with is the start. But to have a lasting relationship as to how these funds and strategies can help support to preserve and grow these funds is another step for the process in Wealth Management. Therefore, it is our mission to make certain that the right information can best be delivered for investors to make an informed decision other than where to deposit their funds. Having the connections of a global banker does not necessary ensure that growth would be achieved unless the full participation of investors takes place before, during and post investment strategies are made.
Being a responsible investor along with a trusted and independent financial advisor can do more good than harm. Consider the fees involve between investment banks and retaining an independent mentor on your side would be appropriate.
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