ADVERT: How Private Banks are using global equities to diversify clients investments
Ahead of the Private Banking & Wealth Management Summit, Finance IQ caught up with David Sokulsky, Chief Investment Officer at Crestone Wealth Management (formerly known as UBS Wealth Management) to discuss how private banks and wealth management groups are allocating financial assets across global equities and fixed incomes and addressing potential risk. CHECK OUT THE ARTICLE TO LEARN MORE ABOUT: • Unlocking investment opportunities in Australia & internationally• Diversification in a low interest rate environment• Managing the cash conundrum: diversifying client investments READ THE FULL ARTICLE HERE Register for Private Banking & Wealth by COB Friday 8th July to save up to $750*.