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Exam2 > Discretionary > Flashcards

Discretionary Flashcards

1
Q

Retail clients

A

Less than 100,000

Investment funds

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2
Q

Affluent clients

A

Manage: 50,000

Manage advanced: 100,000 or higher

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3
Q

HNW

A

Manage Advanced: 100,000 or higher

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4
Q

UHNW

A

Manage Premium: 10m

Manage Premium Ultra: over 50m

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5
Q

Bonds

A

0- 95%

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6
Q

Balanced

A
  • Appreciation
  • long-term
  • medium volatility
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Exam2 (6 decks)

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