How to curate winning client portfolios following a challenging year

Benjamin Twoon of Alta

Apr 3, 2023

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

  • What are the opportunities and challenges for the year ahead?
  • How are you managing risk in 2023? Is it time to take on more risk?
  • What's your favourite asset class now?
  • How are you generating income for clients?
  • What's your view on alternative investments? Digital assets? Private Markets?
  • How do you choose the right investment partners?
  • How can you consistently deliver performance and differentiate your offering?

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