Category Archives: wealth management

Apollo Liquidity December Update

Apollo Factsheet

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Happy New Year

New Year 2012

Posted in AIFMD, Alternative Investments, Compliance, Hedge Fund Portfolio Construction, Hedge Funds, Investors, Market Comments, Markets and Regulations, Pension Funds, Risk Metrics, Risk Reporting, UCITS, wealth management | Leave a comment

Suitability at the heart of the wealth management reform

Coutts is fined on comments from the FSA on suitability reminds of the necessity to research on documents investments, not only at inception but throughout its life

Posted in Alternative Investments, Compliance, Hedge Fund Portfolio Construction, Investors, Markets and Regulations, wealth management | Leave a comment

αpollo liquidity – September update

as you may know, part of our activities cover the structuring of alternative investment portfolios. Attached to this post is the September fact sheet of a paper portfolio we run according to our investment philosophy. We will post its performance … Continue reading

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Views on the Sovereign crisis

On Wednesday 21st  at the Invest Forum in Geneva, Patrick Arthus shared with an audience of wealth managers his views on the current market situation and the sovereign crisis. These are some of the points that were discussed. Solvency cannot … Continue reading

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