Model portfolios – a private banking solution?

Heartwood Wealth Management’s model of discretionary portfolio management might provide some insights into how private banks will choose to invest on their clients’ behalf.

Private Banking and Wealth Management Survey 2011

Press release

Features

Private banks rebuild trust and sharpen their focus

The ins and outs of open architecture

Model portfolios – a private banking solution?

Regaining trust, restoring returns

Brazil’s private banks compete head-on for risk-averse clients

Private banks set Russian growth agenda

Wealth managers chase India’s burgeoning rich

Foreign and local banks battle for China’s golden generation

The Survey
Full results index
Methodology

Heartwood has £1.2 billion ($1.9 billion) in client assets and has been running for 20 years.

Access intelligence that drives action

To unlock this research, enter your email to log in or enquire about access