Private Bank List

Portfolio Management

Portfolio management is an appropriate mix of or collection of investments held by an institution or a private individual. In creating a large investment portfolio a financial institution will typically conduct its own investment analysis, at the same time as a private individual may make use of the services of a financial advisor or a financial institution which offers portfolio management services. Holding a portfolio is part of an investment and risk-limiting strategy called diversification. By owning several assets, certain types of risk can be reduced. The assets in the portfolio may include stocks, bonds, options, warrants, gold certificates, real estate, futures contracts, production facilities, or any other item that is expected to retain its value. 

Portfolio management involves deciding what assets to include in the portfolio, given the goals of the portfolio owner and changing economic conditions. Selection involves deciding what assets to purchase, how many to purchase, when to purchase them, and what assets to divest. These decisions always involve some sort of performance measurement, most typically expected return on the portfolio, and the risk associated with this return, the standard deviation of the return. Normally, the expected return from a portfolio of different asset bundles is compared. 

Our affiliated Private bank offers this service for clients deposting $300,000 USD or more...

Portfolio Management Services offered in the following locations

Africa | Europe | America | Asia | Caribbean | Middle East