Private Banking Investment Strategies
Expert guide to sophisticated investment strategies for high-net-worth individuals
Investment Strategy Framework
Core-Satellite Portfolio Strategy
Combine passive core investments with active satellite positions
- Cost-effective core portfolio
- Targeted alpha opportunities
- Risk management
- Tax efficiency
Global Diversification
Strategic allocation across global markets and asset classes
- Geographic diversification
- Currency exposure management
- Access to emerging markets
- Risk mitigation
Alternative Investments
Access to exclusive non-traditional investment opportunities
- Private equity access
- Real estate opportunities
- Hedge fund allocation
- Venture capital exposure
ESG Integration
Sustainable and responsible investment strategies
- Environmental impact
- Social responsibility
- Governance considerations
- Long-term sustainability
Asset Class Allocation
Traditional Assets
- Equities
- Fixed Income
- Cash and Equivalents
- Government Bonds
Alternative Assets
- Private Equity
- Real Estate
- Hedge Funds
- Commodities
Structured Products
- Capital Protected Notes
- Yield Enhancement Products
- Participation Products
- Leverage Products
Risk Management Framework
Market Risk
Strategies to manage market volatility and systematic risk
- Diversification across asset classes
- Geographic distribution
- Sector allocation
- Currency hedging
Liquidity Risk
Managing investment liquidity and cash flow needs
- Liquidity tiering
- Cash management
- Investment horizon planning
- Exit strategy development
Concentration Risk
Avoiding over-exposure to single investments or sectors
- Position sizing
- Correlation analysis
- Regular rebalancing
- Diversification rules