As investors seek greater global exposure, advisors must be aware of the impact of currency fluctuations on the underlying investment as well as the overall health of the client’s portfolio.
Perhaps only ultra-wealthy clients will soon buy coffee in Zurich and feel stunned by the $9 price tag, but that doesn’t mean advisors shouldn’t think about helping protect their clients’ global purchasing power, says Matthias Kuhlmey, head of Group Investment Solutions for HighTower and formerly with Deutsche Bank in Europe.
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