Portfolio management services are specifically tailored for individuals and families lacking the time to actively manage their financial assets and aim to maximize the potential for generating attractive long-term returns while endeavoring to minimize downside risk
- Our Investment Strategy, designed by our Quarterly Investment Committee, aims to develop a diversified Asset Allocation that best suits the current market environment
- We adopt a personalized approach to implementing the investment strategy, within the framework set out in the investment profile and reference currency chosen by the client, in accordance with their risk profile and any other agreed investment constraints where appropriate
- Open architecture-based investment selection process led by a team of certified Senior Portfolio Managers with over 70 years of cumulated experience
- Effective active portfolio management would be incomplete without a systematic approach to risk management and a commitment to transparent reporting
