Sentences with phrase «sophisticated high net worth investors»

Not exact matches

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

Clients of EMDs include companies, institutional investors, accredited investors (sophisticated or high net worth individuals who are eligible to trade securities in the exempt market), or eligible investors who are qualified to purchase exempt securities pursuant to an offering memorandum.

Borrowing to invest should be reserved for sophisticated investors with high - risk profiles, high incomes and high net worth, and who have experienced more than one bear market.

For sophisticated or higher net - worth investors, going into the trading pits and actually using futures and options contracts for underlying commodities is really the only way to go.

Because they don't have enough money to get the fee reductions that higher net - worth individuals get, he says, most are just slotted into a balanced fund that may or may not perform up to the standards of more sophisticated investors.

Margin trading is best left to sophisticated traders and high - net worth investors who are conversant with its risks.

You'll only be able to invest once you're registered as a high net worth investor or a self - certified sophisticated investor and have completed our pre-investment questionnaire.

Private wealth management relates to highly customized and sophisticated financial planning in general and investment planning in particular delivered to high net worth investors.