Providing a bespoke and often all-encompassing service requires advisers to dedicate more of their time and resources to a much smaller client bank than that of a typical financial planner. We caught up with Michael McCroddan of Hanbury Wealth to ask him what challenges an adviser should watch out for. Download the cribsheet for free here: http://www.slideshare.net/Newmodeladviser/adviser-knowhow-familyoffice
Natixis Global Asset Management
When markets change, do portfolios need to change with them?
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm adapts to changing market conditions, focusing on their drawdown strategy.