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: 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.









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