Investment Products & Advisory

Specific areas of coverage include:

  • Chief Investment Officers
  • Investment Counsellors
  • Product Specialists (Advisory, Execution and Dealing Desks)
  • Treasury & Money Markets
  • Discretionary & Non-Discretionary
  • Portfolio Managers
  • Active Advisory
  • Product Structuring & Solutions
  • Wealth Planning, Trust & Fiduciary
  • Cross – Asset Solutions (inc DCM/ ECM)
  • Lending & Credit Risk

2021-22 – The Top Line
With recent instability in global financial markets and the ripple effect caused, due to macro factors such as the Inflation escalation tied with concerns from the ongoing European conflict, individual investors and private clients have taken a conservative approach when investing their wealth.
Post-Covid the need for large scale “business” lending & restructuring have produced significant opportunity for banks with Cross Asset, Margin and Security Backed Lending facilities; providing opportunity for Wealth Managers to support UHNW clients with business as well as Personal Wealth.

For Individual wealth the need for a seasoned advisors to provide sophisticated and holistic portfolio advice, incorporating a blend of both wealth preservation and capital creation products is essential for the current investor.

Buzzwords:
2021 – ESG, Sustainable, Alts, Mandate, Ideation (Products), Lending, Wealth Continuum
2022 – Alts, Cross Asset, Advisory, Security Backed Finance, Margin lending, Wealth Continuum, Third Party
2023 – Coming Soon (Bonds?)