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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.

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