The material on this site is for financial institutions, professional investors and their professional advisers. It is for information only. Please read our Terms & Conditions, Privacy Policy and Cookies before using this site.

All material subject to strictly enforced copyright laws. © 2021 Euromoney, a part of the Euromoney Institutional Investor PLC.

Private banking CEO roundtable: How have high-net-worth clients changed the way they look at their portfolios since the crisis?

Private banking CEO roundtable participants


PdW, Deutsche Both clients and advisers are better prepared now than before the 2008 crisis. The amount of leverage in the system is much lower, and there has thus been less pain.

JF, Citi Clients realized the price of not knowing what they were invested in and exposed to, so there is a greater emphasis around transparency and more easily managing what they have.

SM, BNP Paribas Clients are now more sensitive to their understanding of the financial products they invest in and the assessment of the risk in their portfolio. They are also reducing their expectations in terms of growth and returns, and looking to asset value protection.

JZ, UBS The majority of ultra-high-net-worth clients have adjusted their return expectations to the current market environment of low rates, low to negative inflation and mostly sideways-trading equity markets.

You have reached premium content. Please log in to continue reading.

Read beyond the headlines with Euromoney

For over 50 years, our readers have looked to Euromoney to stay informed about the issues that matter in the international banking and financial markets. Find out more about our different levels of access below.

SUBSCRIBE ONLINE TODAY

Unlimited access to Euromoney.com and Asiamoney.com

Expert comment, long reads and in-depth analysis interviews with senior finance professionals

Access the results of our market-leading annual surveys across core financial services

Access the results of our annual awards, including the world-renowned Awards for Excellence

Your print copy of Euromoney magazine delivered monthly

£73.75 per month

Billed Annually

FREE 7 DAY TRIAL

Unlimited access to Euromoney.com and Asiamoney.com, including our top stories, long reads, expert analysis, and the results of our annual surveys and awards

Sign up to any of our newsletters, curated by our editors

LOGIN NOW

Already a user?

We use cookies to provide a personalized site experience.
By continuing to use & browse the site you agree to our Privacy Policy.
I agree