Understanding the client, his goals and time horizon; operational, regulatory and fiscal constraints and offering the most suitable structuration solutions.
We build investment solutions based on your needs, not on our products or solutions.
Our approach to wealth management isn’t just about building a portfolio. We take a holistic, global, yet personalized approach to assessing your needs, so we can offer you long-term, bespoke solutions.
Understanding the client, his goals and time horizon; operational, regulatory and fiscal constraints and offering the most suitable structuration solutions.
Designing his portfolio and incorporating the constraints into our macroeconomical and asset allocation forecasts
Implementation of the investment decisions in the manner best suited to matching the client goals whilst minimizing the total costs
Reporting through cutting hedge technologies allowing consolidation across all client assets and banks
Risk management is done constantly. Exposure, counterparties and other sources of risks are permanently monitored