Private clients - Wealth management recommendations, February 2012.
The financial crisis period imposes the high net-worth investor to manage assets in a different way as it has impacted many traditional assets. First of all, the best is to diversify the assets with low correlated funds. Second, the investor should use private wealth management services to build up and watch financial assets on a day-to-day basis. Here are our recommandations for November 2010. These funds could be subscribed in private bank in Geneva, through our channel and introduction, from EUR50,000 of minimum investment. To get some yield, the investor should target mutual funds invested in India, Indonesia, China and Brazil economies, with a broad diversification to add safety. The wealth could be covered with a volatility fund that will insure the yield in case of downturn like in 2008. An offshore structure may be used, like a company, trust or foundation to protect assets and increase confidentiality.
We do not sell financial products as we are not broker. This funds could be subscribed in a private bank of Geneva, with a wealth management mandate from EUR50,000.
| Man-Investments IP 220, annualized yield | 12.5% |
| Elite Advisers, Noble Crus, annualized yield | 15.0% |
| Elite Advisers, Precious Time, annualized yield | 15.0% |
| Castlestone Management Gold Bullion, annualized yield | 14,40% |
| Castlestone Management Precious Metals, annualized yield | 14,80% |
| Reynolds | EUR | 9.5% | June 15, 2017 | Caa1/B |
| Europcar | EUR | 9.375% | April 15, 2018 | B2/B |
| Agrokor | EUR | 10% | December 15, 2016 | B2/B |
| Ardogh Glass | EUR | 9.25% | October 15, 2020 | B3/B |
| ATU | EUR | 11% | May 15, 2014 | Ba3/B |
| ONO | EUR | 11.25% | July 15, 2019 | Caa1/CCC |