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HOW TO FAIL AND WIN IN
WEALTH MANAGEMENT
How to win?
1. Don’t lose
2. Follow rule No. 1
W. Buffett
Beginnings
Rothschilds
Gold Property Stocks
Wealth Management today
…
Low income
Low risks
Low income
Moderate risks
High income
High risks
Market scale
$50 trillion $100 trillion $700 trillion
World GDP World stock and
bond market
Global derivatives
market
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
Today’s formula of success
Service provider
reliability (broker,
developer, bank)
Personal
psychological
stability and
discipline
Right strategy and
perfect timing
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
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
What do we have to do with that?
We created the most profitable fund in the history
4,847%
year to year
2013-2014
European license and
MiFID regulation
Guaranteed account
segregation
Audited by KPMG
Offices
Distributed network
Markets
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
Reliability and Service
Category II European license
issued by MFSA
Malta Stock Exchange
member
The easiest way to purchase
bonds for Malta passport
+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

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How to Fail and Win in Wealth Management

  • 1. HOW TO FAIL AND WIN IN WEALTH MANAGEMENT
  • 2. How to win? 1. Don’t lose 2. Follow rule No. 1 W. Buffett
  • 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
  • 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