Private Banking Advisory
(PBA) is dedicated to assist private investors with substantial portfolios or
smaller investment institutions to
have their investment portfolios managed as effectively as possible.
We offer the benefit of our experience to those investors who are interested
in working with a partner whose interest is aligned with their own interest.
For this reason we can only work on a retained basis. Our minimum contract
period is twelve months. Thereafter the notice period on both sides is six
A fixed advisory fee is the only compensation which we charge our clients
and we accept no commission, fees or retrocession from any of the service
providers we monitor for our clients.
Fees are payable in advance on a quarterly basis and calculated on a sliding
scale depending on the size of the portfolio.
Please be aware that we are
not registered investment advisors and do not advise on the selection of
individual securities or investment funds.
We do not recommend any fund managers but supply our clients with objective
information that provides them with a basis for selection and monitoring of
managers and related professional advisers. This information includes the
procurement and interpretation of comparative performance data as well as
information about the organisation and capabilities for the relevant
business functions (accounting, custody, reporting, capital adequacy etc).
Regular comments on developments that may affect the investment performance of
private investors are published are published on
Call us for a discussion about how we could help you
eliminate weakness in the management of your assets and improve the investment
pba07 (at) pbadvisory.org
WHY YOU MAY WANT TO TALK
yourself a few questions to find if Private Banking Advisory may be able to
help you managing your financial affairs:
Do you know what is in your Portfolio?
Do you understand all the risks that are in your Portfolio?
Do you have certainty that your Portfolio is managed with as little cost as
Do you think that your Portfolio was giving you the best possible performance?
If you cannot answer with
a clear YES to all these questions you may want to talk to us!
FUND MANAGER MONITORING
We monitor fund managers with respect to risk management,
performance reporting and direct and indirect fees they charge clients for
We assist our clients in the monitoring of the investment performance
achieved by their asset managers. Help is provided in the interpretation of
reports provided by the managers as well as in the setting of realistic
Performance cannot be properly interpreted without due regard to the risks
incurred during the investment process and we help our clients to
appreciate the risks that were taken in order to achieve the
reported investment returns.
Private Investors often are not familiar with all aspects of the
investment management industry or do not have the time to make
themselves familiar with all the disclosed and hidden fees that are
charged to an investment portfolio.
professionals who help run your company must be first class. The
professionals who run your private wealth for you must be even
classier." (Felix Dennis, How to get rich)