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The Investment Priorities of Wealthy LatAm Families

Klemens Zeller of RBC Discusses Disclosure Protection and Other Regional Trends


DEC, 2011 Premium Article In the face of persistently volatile markets, rising fees, and more aggressive financial regulations around the world, there are three elements thatImage characterize the investment approach of wealthy LatAm families, according to Klemens Zeller, Director of International Solutions in the Miami office of RBC Wealth Management.  The first element is a concern over costs. “In an environment where it´s harder to generate high investment returns and preserve the value of your family patrimony,” he says, “there is much higher focus on what investors are actually paying. They are asking themselves, ‘What am I paying my investment advisors and portfolio managers? What is this fund structure costing me? What embedded fees or commissions do I suffer.....




 
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