News

Category:
 

08 Mar 2013

New service for our clients

In our continuing efforts to provide the highest quality services for our clients, the Banque Privée Espírito Santo now offers extended trading desk hours, covering the closing of the New York exchanges. Read more..

Category : Banque Privée Espírito Santo
 

08 Feb 2013

The Year Ahead 2013

In this note, the Advisory team of Banque Privée Espírito Santo (BPES) highlights the various topics that will, in our view, be of importance for deciding on asset allocation and investment strategies. We emphasize economic factors, but try to offer our readers a broader view encompassing our thoughts on the investment vehicles as we believe that, more than ever, a correct investment strategy implemented via the wrong vehicle(s) can perform for a while but can also be very negatively affected by maladapted vehicles choice. Read more..

Category : Advisory Year-Ahead
EN_The Year Ahead 20.pdf
 

07 Feb 2013

La normalisation portugaise

Les pics de rendement exigés par les investisseurs sont revenus à des niveaux acceptables sinon normaux. Le marché l’a déjà intégré. Read more..

Category : Investment theme overview
LaNormalisationPortugaise.pdf
 

13 Nov 2012

BPES Dynaflex (USD) October 2012

BPES Dynaflex (USD) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_Oct.pdf
 

13 Nov 2012

BPES Dynaflex (EUR) October 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_Oct.pdf
 

31 Oct 2012

The Silent Bang

Bankers and Wealth Managers are entrusted with the mission of investing a customer’s assets and have the obligation, not only legally or contractually but even morally, to ensure their institution’s processes are organised in a manner to obtain the best results possible. Read more..

Category : Advisory Daily News
SilentBang.pdf
 

08 Oct 2012

Point de Situation September 2012

One up, one down, one up: What will the last quarter of 2012 be like ? What we perceive of investors sentiment is a very high level of risk aversion that translates into very low exposure to equities or in more general terms, to risky-assets, and higher than usual exposure to debt instruments. Read more..

Category : Advisory Year-Ahead
Point de Situation_September2012.pdf
 

02 Oct 2012

BPES Dynaflex (USD) September 2012

BPES Dynaflex (USD) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_Sept.pdf
 

02 Oct 2012

BPES Dynaflex (EUR) September 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_Sept.pdf
 

06 Sep 2012

BPES Dynaflex (EUR) August 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_ August.pdf
 

06 Sep 2012

BPES Dynaflex (USD) August 2012

BPES Dynaflex (USD) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_ August.pdf
 

09 Aug 2012

BPES Dynaflex (EUR) July 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_July.pdf
 

09 Aug 2012

BPES Dynaflex (USD) July 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_July.pdf
 

31 Jul 2012

Interview dans l'AGEFI du DG de la BPES

The Pully-based Banque Privée Espírito Santo is proud of its resilient business model in a highly volatile economy. Read more..

Category : Banque Privée Espírito Santo
01.08.12_Agefi_JPCS_1.pdf
 

31 Jul 2012

Point de Situation

Markets have enjoyed a strong start of the year on both sides of the Atlantic, and with growth prospects fading away, European markets renewed with volatility, to a larger extent than in the US. Europe is finding it harder to recover the early-Q2 weakness. Read more..

Category : Advisory Year-Ahead
Point de Situation_Jul2012.pdf
 

06 Jul 2012

BPES Dynaflex (USD) June 2012

BPES Dynaflex (USD) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_June.pdf
 

06 Jul 2012

BPES Dynaflex (EUR) June 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_June.pdf
 

06 Jun 2012

BPES Dynaflex (EUR) May 2012

BPES Dynaflex (EUR) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. Read more..

Category : Asset Management Monthly Review
dynaflex_EUR_ termsheet_Mai.pdf
 

06 Jun 2012

BPES Dynaflex (USD) May 2012

BPES Dynaflex (USD) is a Fund of funds that can be invested predominantly in all key asset classes, including Money Market, Fixed Income and Equities. The Fund aims to achieve superior long-term risk adjusted returns in USD with an active and flexible asset allocation. It seeks to achieve long term capital appreciation with an added emphasis on capital protection during unfavourable market conditions. Investment decisions are based on a quantitative asset allocation model. The assessment of market action indicators leads to a selection of a level of risk among different risk profiles: from Fixed Income (Lowest) to Growth (Highest). Read more..

Category : Asset Management Monthly Review
dynaflex_USD_ termsheet_Mai.pdf
 

29 May 2012

CSI 5* Wiesbaden : Luciana Diniz The best

En ce lundi de Pentecôte, quarante-trois couples avaient fait le choix de s’affronter à l’occasion d’un Grand Prix d’1,60m. Read more..

Category : Sponsoring
 

Archives: