INVESTMENT
STRATEGY
Specific solutions for specific needs
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.
- Hedge Your PortfolioProtect yourself from risks and balance your returns. No matter how confident an investor is in their investment, or how strong a market is, there is always a level of risk. Investors with [...]Read more
- ExpatriationExpatriation Is paying high taxes getting in the way of your financial goals? Are you unable to save for your retirement because the cost of living is just too high? What if I told you there was [...]Read more
