Understand What Sits Behind Private Wealth
Independent knowledge drawing on 35+ years of Private Banking experience — explaining the costs, structures, products and practices that matter to wealthy investors.
DianMond does not tell you what to buy. It helps you understand how private banking works, what sits behind the products and services you are offered, and which questions are worth asking.
Three areas of independent knowledge for private investors.
PRIVATE BANKING
Understand how private-banking relationships work in practice — from fees and mandates to custody, products and banking relationships.
- —Fees & Costs
- —Advisory vs Discretionary
- —How Banks Earn Money
- —Bank vs Independent Wealth Manager
- —Changing Banks
- —Custody & Reporting
ALTERNATIVE ASSETS
Understand the structures, ownership, costs and risks behind assets that often sit outside a traditional investment portfolio.
- —Gold
- —Precious Metals
- —Bitcoin & Crypto
- —Private Equity
- —Private Markets
WEALTH OWNERSHIP
Understand how different parts of wealth interact beyond a single investment portfolio or banking relationship.
- —Multiple Banks
- —Liquidity
- —Currency Exposure
- —Pensions & Property
- —Concentration
A new independent research series is being prepared.
35+ Years Inside Private Banking
DianMond brings decades of Private Banking experience to independent financial research for private investors. The purpose is not to recommend products or manage assets, but to explain how wealth-management structures, costs and investment products work in practice — clearly, independently and without product sales.
Independent knowledge for people who want to understand the institutions, costs and structures behind private wealth.
DianMond Report — Independent Wealth Intelligence