INVESTMENT PROCESS

Through a professional tailored investment solutions process, we determinate the most appropriate strategy to reach our main goal: maximizing our clients’ wealth

Client Profile

By discussing the client’s investment goals, time horizon and risk tolerance, we identify the risk profile of the client

Strategic Asset Allocation

We choose the most suitable strategic asset allocation for the client’s risk profile

Tactical Asset Allocation

Building on our partners' research capabilities, we define our financial and macro-economic forecasts that inform our tactical asset allocation

We strive to indentify the best investment alternatives for every asset class based on our manager selection capabilities and access to unique products, including club deals, private equity and real assets

Portfolio Management

Based on our investment view and instrument selection we offer discretionary management and investment advisory services

Portfolio Monitoring

We constantly monitor the portfolio, and adapt the tactical and strategic asset allocation when necessary

Investment Selection

We continuously follow market developments and screen investment oportunities to adjust our tactical asset allocation

Client Profile

Strategic Asset Allocation

Tactical Asset Allocation

Investment Selection

Portfolio Management

Portfolio Monitoring

Investment Selection

Through a professional tailored investment solutions process, we determinate the most appropriate strategy to reach our main goal: maximizing our clients’ wealth

By discussing the client’s investment goals, time horizon and risk tolerance, we identify the risk profile of the client

We choose the most suitable strategic asset allocation for the client’s risk profile

Building on our partners' research capabilities, we define our financial and macro-economic forecasts that inform our tactical asset allocation

Based on our investment view and instrument selection we offer discretionary management and investment advisory services

We constantly monitor the portfolio, and adapt the tactical and strategic asset allocation when necessary

We continuously follow market developments and screen investment oportunities to adjust our tactical asset allocation

Considering investment goals, time horizon and risk tolerance, we establish the profile which define the guidelines of the investment strategy

Cash

Fixed Income

Equity

Commodities

Alternative Investments

Goal

Conservative

Cash

Fixed Income

Equity

Commodities

Alternative Investments

Goal

Capital preservation in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time

Balanced

Cash

Fixed Income

Equity

Commodities

Alternative Investments

Goal

Capital growth in line with the customer's goals and requirements. Secondary goals are income generation over a medium-term horizon and maintaining the portfolio's purchasing power over time

Growth

Cash

Fixed Income

Equity

Commodities

Alternative Investments

Goal

Capital growth in line with the customer's goals and requirements over a medium-term horizon and maintaining the portfolio's purchasing power over time