PBA 

  
Private Banking Advisory



 "There are so many professionals telling the security buyer what to do, that his self-preservation at times depends perhaps more on knowing what not to do - and when."
(Sydney B. Lurie)

The experienced Partner for the Investor with a substantial Portfolio

June 2017

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"The purpose of money is not to have to worry about it"
 




 

 


 


 

Our Services


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 months.

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 suitable fund 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 www.privatebankingadvisory.blogspot.com

Call us for a discussion about how we could help you eliminate weakness in the management of your assets and improve the investment process!

Heinz Geyer
Managing Director
pba07 (at) pbadvisory.org



 

 

 
 

 

WHY YOU MAY WANT TO TALK PBA


Ask 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 possible?

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 their services.



 PERFORMANCE MONITORING
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 objectives.

 

 RISK MONITORING
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.

 

■  COST CONTROL

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.



"The 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)

 

   
Copyright PBA Private Banking Advisory 2016 - All rights reserved


WE ARE NOT REGISTERED AS INVESTMENT ADVISORS IN ANY JURISDICTION AND WE DO NOT PROVIDE INVESTMENT ADVICE. WE ONLY PROVIDE ADVICE ON COST CONTROL AS WELL AS THE MONITORING AND MEASUREMENT OF PORTFOLIO PERFORMANCE AND RISK. WHERE REQUIRED, WE MAY ALSO ASSIST WITH THE RECRUITMENT OF SUITABLE INVESTMENT PROFESSIONALS. THE INFORMATION AVAILABLE ON PBADVISORY.COM IS FOR YOUR GENERAL INFORMATION AND PERSONAL USE AND THE INFORMATION DOES NOT CONSTITUTE ANY FORM OF INVESTMENT ADVICE AND SHOULD NOT BE CONSIDERED TO BE A RECOMMENDATION WITH RESPECT TO ANY INVESTMENT THE READER MAY CONTEMPLATE. INVESTMENT DECISIONS REMAIN THE SOLE RESPONSIBILITY OF THE INVESTOR OR HIS INVESTMENT ADVISORS. PBADVISORY DOES NOT RECEIVE ANY COMPENSATION TO WRITE ABOUT ANY SPECIFIC STOCK, SECTOR, STYLE OR THEME.