How to Fail and Win in Wealth Management
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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.
How to Fail and Win in Wealth Management
- 1. HOW TO FAIL AND WIN IN WEALTH MANAGEMENT
- 2. How to win? 1. Dont 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 Algos Average HF performance in 2015 was 2,4% Manual trading is becoming more as a risk management tool for Algo strategies
- 7. Todays 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
- 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