Specific solution for specific needs
We select a risk profile that best suits our clients specific objectives.
Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we then create a portfolio that will achieve the best performance at a given volatility.
We select the best investment vehicles among the world’s leading banks and financial institutions, offering a true open architecture platform to our clients. Unlike many banks and asset managers, we do not invest in any in-house products but rather focus on selecting the best mutual funds, exchange traded funds (ETFs), structured products and hedge funds available in the market.
We use the resources of our research team to monitor and select the universe of long-only and hedge funds. Combined with a unique in-house portfolio management and risk analysis tool, we are able to provide superior risk-adjusted returns to our clients.
- Hedging strategy for shareholders of technology companiesUsing the derivatives specialists of our partner banks, we set up hedging strategies that protect our clients’ holdings while giving them some [...]Read more