Private Asset Management

Wealthy Investors Make A Move For Simplicity 03/20/2009

Some structured products desks are seeing increased interest from high-net-worth individuals and family offices for retail structured notes and certificates of deposit. These investors have been heading to safety in the current environment.

“If you’re in the structured products space, calling on family offices didn’t lead to family office activity,” said Matt Ginsburg, managing director of equity-linked products at Wells Fargo in San Francisco. “The appeal has broadened beyond retail.”

Paul Pagnato, senior v.p. of the Pagnato-Karp ...

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