Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

How to Fail and Win in Wealth Management

422 views

Published on

The key components of success for an investor nowadays.
Coverage of risks and advantages of the major investment opportunities

Published in: Economy & Finance
  • Stop Chasing Odds... Learn How To Master Them ★★★ https://tinyurl.com/t2onem4
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Penis Enlargement and Enhancement Techniques: What REALLY Works?!? ●●● https://bit.ly/30G1ZO1
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • The ultimate acne system, Top ranked acne plan for download Unique clear skin strategies ●●● http://scamcb.com/buk028959/pdf
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • How will you feel when your Ex boyfriend is in bed with another woman? Don't let this happen. Get him back with ➤➤ http://scamcb.com/exback123/pdf
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Download your Automated game predictor software for NFL, MLB and NCAA! ■■■ http://scamcb.com/zcodesys/pdf
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

How to Fail and Win in Wealth Management

  1. 1. HOW TO FAIL AND WIN IN WEALTH MANAGEMENT
  2. 2. How to win? 1. Don’t lose 2. Follow rule No. 1 W. Buffett
  3. 3. Beginnings Rothschilds Gold Property Stocks
  4. 4. Wealth Management today … Low income Low risks Low income Moderate risks High income High risks
  5. 5. Market scale $50 trillion $100 trillion $700 trillion World GDP World stock and bond market Global derivatives market
  6. 6. Global Trend? vs. Manual trading Algorithmic trading • Average Algo HF performance in 2015 was 10.8% • >80% of trades globally are made by Algo’s • Average HF performance in 2015 was 2,4% • Manual trading is becoming more as a risk management tool for Algo strategies
  7. 7. Today’s formula of success Service provider reliability (broker, developer, bank) Personal psychological stability and discipline Right strategy and perfect timing
  8. 8. Broker reliability • Way of executing trades • Location, physical office • Feedback & reviews • Reliable deposit-withdrawal scheme • Costs and revenue structure • Regulators NO: Bonuses High leverage Offshores Banks
  9. 9. Psychological aspects • Rules and strict discipline • Verifiable, solid track record • Team • Clear strategy explanation Strategy and timing • Standalone/diversified strategy • Testing • Estimated gains and risks
  10. 10. What do we have to do with that? We created the most profitable fund in the history 4,847% year to year 2013-2014
  11. 11. European license and MiFID regulation Guaranteed account segregation Audited by KPMG
  12. 12. Offices
  13. 13. Distributed network
  14. 14. Markets
  15. 15. All for Your Convenience Instruments St Op Fx Fi Bf Ft Fn Number of instruments 3k+ Bonds 7k+ Futures 10k+ Stocks 6k+ Options 200+ Funds 120+ Forex pairs Available on Customer service
  16. 16. Reliability and Service Category II European license issued by MFSA Malta Stock Exchange member The easiest way to purchase bonds for Malta passport
  17. 17. +356 20150248 ; +371 29966835 Z.A. Meierovica Blvd. 16, 4th floor, Riga, LV-1050, Latvia gp@exante.eu www.exante.eu Phone Address Email Url Guntars Pupelis Head of Sales

×