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Private banking CEO roundtable: Which investment products are you advising your more conservative clients to be in?

Private banking CEO roundtable participants

PdW, Deutsche Real estate can be attractive right now, with negative real interest rates allowing investment (re)financing at attractive rates.

TK, Barclays We would advise a lower weighting to equities simply to meet their risk tolerance.

JF, Citi We have a cautious outlook on the world economy, so are looking more at wealth preservation for these clients with select opportunities. FX diversification is important.

GL, RBC It would be a lower allocation to equities.

VL, BNP Paribas We are advising them to increase the return they have from deposits by diversifying into investment-grade corporate bonds.

JZ, UBS Investment-grade credit represents an attractive opportunity.

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