Ultra-Wealthy Clients Leaving U.K., Says Fund Backed by $21-Billion Manager

Ultra-Wealthy Clients Leaving U.K., Says Fund Backed by $21-Billion Manager

Assessment

Interactive Video

Business, Social Studies

University

Hard

Created by

Quizizz Content

FREE Resource

The video discusses the appeal of a venture driven by client demand, highlighting the international nature of the business with a base in Zurich due to its political stability and wealth management expertise. It addresses UK client concerns about Brexit and Corbyn, explores private equity trends, and identifies market opportunities. The importance of risk management and impact investing is emphasized, along with the growing role of ESG products. Cash allocation strategies are discussed, and governance issues at Credit Suisse are briefly mentioned.

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7 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors contributed to the decision to establish a base in Zurich?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How has Brexit influenced client concerns regarding investments in the UK?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the three broad categories of investments mentioned?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the main risks associated with standalone direct deals in investments?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

How is impact investing being integrated into traditional investment strategies?

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6.

OPEN ENDED QUESTION

3 mins • 1 pt

What challenges do clients face in the current negative yield environment?

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7.

OPEN ENDED QUESTION

3 mins • 1 pt

What governance issues are highlighted in the context of Credit Suisse?

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