how to fail and win in wealth management
TRANSCRIPT
HOW TO FAIL AND WIN IN WEALTH MANAGEMENT
How to win?
1. Don’t lose 2. Follow rule No. 1
W. Buffett
BeginningsRothschilds
Gold Property Stocks
Wealth Management today
…Low income
Low risksLow incomeModerate
risksHigh income
High risks
Market scale
$50 trillion $100 trillion $700 trillion
World GDP World stock and bond market
Global derivatives
market
Global Trend?
vs.
Manual trading Algorithmic trading
• Average Algo HF performance in 2015 was 10.8%
• >80% of trades globally are made by Algo’s
• Average HF performance in 2015 was 2,4%
• Manual trading is becoming more as a risk management tool for Algo strategies
Today’s formula of success
Service provider reliability (broker, developer, bank)
Personal psychological stability and
discipline
Right strategy and perfect
timing
Broker reliability• Way of executing trades• Location, physical office• Feedback & reviews• Reliable deposit-withdrawal scheme• Costs and revenue structure• Regulators
NO:BonusesHigh leverage
OffshoresBanks
Psychological aspects• Rules and strict discipline• Verifiable, solid track record • Team• Clear strategy explanation
Strategy and timing• Standalone/diversified strategy• Testing• Estimated gains and risks
What do we have to do with that?We created the most profitable fund in the
history
4,847% year to year
2013-2014
European license and MiFID regulation
Guaranteed account segregation
Audited by KPMG
Offices
Distributed network
Markets
All for Your ConvenienceInstruments
St
Op Fx
Fi
Bf
Ft Fn
Number of instruments
3k+ Bonds
7k+Futures
10k+Stocks
6k+Options
200+Funds
120+Forex pairs
Available on
Customer service
Reliability and Service
Category II European license issued by MFSA
Malta Stock Exchange member
The easiest way to purchase bonds for Malta passport
+356 20150248 ; +371 29966835
Z.A. Meierovica Blvd. 16, 4th floor, Riga, LV-1050, Latvia
www.exante.eu
Phone
Address
UrlGuntars PupelisHead of Sales