Investment Strategy

Wealth Management

Specific solutions for specific needs

Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.

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 aims to achieve an enhanced 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.

Blog

Related articles

Exchange-Traded Funds

Diversify your portfolio with one purchase and enjoy the ease of trading stock. If you are looking to experience diversification without having to make multiple investments, an exchange-traded fund mi...

Best Caribbean Hotspots For Expats

A lower cost of living, sunny weather, and overall higher quality of life. Many people across the globe are not happy with where they live. Sometimes the living conditions don’t meet their needs...

For specific service information please send us a message.

GDPR Privacy Policy: This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Photo of golden gate bridge

Investment Strategy

Investment Strategy

Wealth Management

Specific solutions for specific needs

Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.

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 aims to achieve an enhanced 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.

Blog

Related articles

Best Offshore Banking Jurisdictions

Find a bank that works best for you and your wealth. Are you unhappy with the banking regulations or lack of investment help in your current jurisdiction? You can choose a country that has better regu...

E2 Treaty Investors

A route to US residency for foreign entrepreneurs. Destinations worldwide are offering programs allowing individuals to make investments in real estate, the job market, reforestation, and more. In exc...

How Should You Invest in 2025?

In an increasingly interconnected yet volatile global economy, diversification remains the cornerstone of successful investment strategies. In 2025, the need for international investment diversificati...

For specific service information please send us a message.