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How does Wealth Management allocate assets and select investments in a portfolio?
How does Wealth Management allocate assets and select investments in a portfolio?
How does Wealth Management allocate assets and select investments in a portfolio?
Once the fact finding exercise is carried out, the financial advisor determines
which investment strategy can satisfy the clients’ investment objectives. Most
financial institutions use personalised asset allocation analysis or models to
create a portfolio best suited to the individual needs. Ultimately one must
ensure that whatever investments are recommended, whether they are direct
investments, collective investments schemes, or hedge funds, have been
thoroughly researched to ensure that they are appropriate and in line with the
customer’s risk appetite and stand up to the scrutiny of strict selection
criteria of the more renowned financial institutions.
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Bank of Valletta p.l.c. is a public limited company regulated by the MFSA and is licensed to carry out the business of banking and investment services in terms of the Banking Act (Cap. 371 of the Laws of Malta) and the Investment Services Act (Cap.370. of the Laws of Malta).