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risk management

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Time to play market defence? Especially when everyone else is playing offence

Portfolio protection has been degraded along with the classic 60/40 model. How to make it work today

April 12, 2024
Commentary

Three practical ways to dilute a concentrated investment position

Citi advisor Samuel Vallières tells how best to reduce the risk of holding more than 10% of one’s wealth in a single asset

January 19, 2024
Commentary

Beware of deal-killers: Six common due-diligence pitfalls

Thorough risk management provides higher confidence in agreements and can protect your family office or business, writes Tobias Jaeger

June 28, 2023
Commentary

Now is a good time for a portfolio risk audit

While markets and global economic and geopolitical conditions are an obvious focus, don’t forget cyber-risk and ESG, experts suggest

April 13, 2022
Wealth

Ukraine war a trigger to check for investments tied to autocratic regimes

With appetite for risk dropping and ESG considerations on the rise, HNW investors may look more closely at their global portfolios

March 22, 2022
Wealth

Risk-reward considerations for determining cash allocation

Though cash allocation levels among the ultra-high-net-worth returned to near-pre-COVID levels, there are still reasons for caution

October 18, 2021
Wealth

Caution urged for high risk, potentially high reward SPACs

Special purpose acquisition companies: the risk is amplified when markets are near the top of a cycle, as we appear to be now

October 13, 2021
Wealth

Think you’re buying the next Picasso? Art investing caveats

Art has become an asset class that can offer significant returns … if investors choose the right piece. It is also a potential minefield of hype, illiquidity and fraud

August 17, 2021
Wealth

Gain exposure to China’s growth with less risk

Private equity offers opportunity to high-net-worth investors

August 10, 2021
Wealth

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