Members' Insights

What Our Members' Discussed this Summer

"Do not panic! Once all the media are full of doomsday scenarios it‘s usually a good time to invest."

Over the course of the summer our group discussions were, not surprisingly, dominated by questions on how to deal with the crisis in the financial markets and, in particular, on how to protect assets from a possible melt-down in asset prices and currencies. ... more

What Our Members' Discussions Have Covered (May 2011)

“A banker MUST make money out of clients no matter what he thinks is best for them”

Last month our group members shared their thoughts and experiences on various topics. What follows are a few highlights of these discussions, such as inside knowledge on a banker’s conflicts of interest... more

What MyPrivateBanking Members Discuss (February 2011)

“No more places for hiding money. We live in the post-privacy era!”

Group discussions at MyPrivateBanking.com in February ranged from social media funds, costs of ETFs to banking secrecy. Our members shared their opinions and insights: here are some highlights.... more

Member Feedback: GPS 1

"All of the potential advisors were literally shocked to have someone actually interview them"

Our member, GPS1, were so kind to give us detailed feedback on his selection process for a new financial advisor based on our research. What follows is his own account of how he found the right advisor... more

MyPrivateBanking Member Portrait: Gus49

"Force your adviser to diversify your assets and always have real estate in your portfolio"

In our series of portraits of MyPrivatebanking Members we interviewed Gus_49, a real estate broker living in Paris, on his investment experiences and portfolio management.... more

What MyPrivateBanking Members Discuss (December 2010)

“If you think investing in India is dead because the index looses 10% I wonder why you even invest in stocks.”

Group discussions at MyPrivateBanking.com in December provided some insights on the Indian stock markets and towards the end of the month focussed more and more on the implications of the euro-weakness for members’ wealth management... more

MyPrivateBanking Member Portrait: Geneva4

"My adviser should place more importance on my long-term interests than his bonus"

We interviewed MyPrivatebanking Member Geneva4 on his portfolio management and investment philosophy. Geneva4 is in his late 50s, a Swiss national ... more

What MyPrivateBanking Members Discuss (November 2010)

“One should avoid ETFs” vs. “ETFs can be used in a very active way”

In November we had a lively, knowledgeable group discussion on the value of the Total Expense Ratio (TER) as a measure and the pros and cons of Exchange Traded Funds (ETFs) vs. index funds.... more

What our Members Say (October 2010)

“You have to stick to your intended asset allocation"

Our group members discussed a wide range of topics this summer. There was a lot of attention to costs and strategy of wealth management... more

What our Members Say (April 2010)

“Chances that your wealth manager is a future Buffett are about as high as winning the lottery”

Group discussions at MyPrivateBanking.com in April focussed towards the end of the month more and more on the implications of the Greek crisis for members’ wealth management. ... more

What our Members Say (March 2010)

“You Don’t Have to Give 1% or More to a Bank and Will Most Likely Get Better Returns”

Group discussions at MyPrivateBanking.com in March covered a broad range of topics. Again costs have been a hot issue and we received several new postings, the latest on all-in fees (”Fee for fixed income portfolio of €2,000,000: 0.6% p.a. all in... more