The document outlines key principles for succeeding in wealth management, emphasizing the importance of not losing money and maintaining psychological stability and discipline. It discusses the evolution from manual to algorithmic trading and the significance of broker reliability, service provider performance, and having a clear strategy. Notably, it highlights a fund with a record profit of 4,847% from 2013-2014, emphasizing its compliance with European regulations and the variety of available financial instruments.

1. HOW TO FAIL AND WIN IN
WEALTH MANAGEMENT

2. How to win?
1. Don’t lose
2. Follow rule No. 1
W. Buffett

3. Beginnings
Rothschilds
Gold Property Stocks

4. Wealth Management today
…
Low income
Low risks
Low income
Moderate risks
High income
High risks

5. Market scale
$50 trillion $100 trillion $700 trillion
World GDP World stock and
bond market
Global derivatives
market

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. Today’s formula of success
Service provider
reliability (broker,
developer, bank)
Personal
psychological
stability and
discipline
Right strategy and
perfect timing

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. 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. 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. European license and
MiFID regulation
Guaranteed account
segregation
Audited by KPMG

12. Offices

13. Distributed network

14. Markets

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. Reliability and Service
Category II European license
issued by MFSA
Malta Stock Exchange
member
The easiest way to purchase
bonds for Malta passport

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