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. Please see our Subscription Terms and Conditions.

All material subject to strictly enforced copyright laws. © 2022 Euromoney, a part of the Euromoney Institutional Investor PLC.

Private banking index funds: Private banking returns for everyone

Funds that offer private banking clients’ portfolio returns are being launched in March by the creators of the FTSE Private Banking Index series.

Investment benchmark providers Solutions for Wealth Capital Management, the parent company of Private Banking Limited Group, is launching two funds that invest in the FTSE Private Banking Balanced Index and Growth Index respectively across four currencies. More than 40 international private banks contribute their allocations for the production of the indices, and returns have been impressive. The growth index has matched or outperformed all major equity markets in 2007 and this year to date, with a volatility of between 6% and 8%.

The launch of the fund means that retail clients and mass-affluent clients will now be able to benefit from private banking returns. The returns, alongside monthly liquidity, and transparency will also be of appeal.

High-net-worth twists

Ariel Salama, chairman of Solutions for Wealth Capital Management, says that investment banks have also been buying units of the fund to put into structured products for high-net-worth individuals. "Several have signed with us, and are offering twists on the index, such as CPPI products, or leveraged products."

Solutions for Wealth Capital Management is also working on an alpha fund.

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.


Unlimited access to and

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


Unlimited access to and, 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


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