Gérald Mathieu, Head of International Private Banking, at Barclays Wealth & Investment Management Monaco branch, welcomed 120 clients and prospective clients to the 2016 Investor Breakfast Conference held at the Fairmont Monte-Carlo on March 30…
Mr Mathieu introduced the event by highlighting how strongly Barclays Monaco has performed over the past few years. He took the opportunity to thank the team of over 200 professionals dedicated to private clients for such an achievement. “It is the professionalism of all and particularly that of our private bankers, our investment advisors, traders and portfolio managers who all work together, as a team, to deliver the most suitable advice to our clients.”
It was then mentioned how the Monaco branch covers many facets of Wealth Management ranging from Asset Allocation to Trading, from Discretionary to Advisory, from Credit to Wealth Structuring with of course a direct line to Investment, Corporate and Retail banking to ensure all banking needs are taken care of.
Mr Mathieu then introduced the line-up of speakers: Philippe Gudin de Vallerin, Managing Director, Chief EMEA Economist, Investment Bank, William Krupski, Head of FX Advisory (London), and Arnaud Caussin, Head of Global Investments and Solutions (Monaco).
The agenda of the conference was intended to give a global economic outlook, and to address the market turbulences and uncertainties of the past few months, but also and most importantly the opportunities and strategies identified and put in place for clients.
The main objective for the speakers was to present the attendees with simple, clear ways to extract positive returns in a low-yield (and sometimes negative central banks rates), volatile market environment. Mr Krupski and Mr Caussin walked the audience through unambiguous, high conviction investment ideas, leveraging on Barclays’ distinctive FX and Investment platforms and know-how. Mr Caussin also turned to the recent performance of the Discretionary Portfolio management team with successful trades and presented portfolio hedging options and satellite investment opportunities of the moment in both FX and Structured Products.