Finance

Portfolio management
Based on each comprehensive client’s profile, we mainly create our own financial products and avoid the distribution of any type of banking products, with the exceptions of bonds & equities. This approach guarantees a total independence in the asset allocations, which are never linked to any preferences for a specific bank’s product.

Risk management
We use the strictest risk-management methodology to construct, assess and monitor the risk exposures of the investments in our portfolios and in-house products. We can thus ensure constant compliance with the portfolio mandate, with no possibility of deviation.

Bespoke strategy
Because each of our client is unique, we will always create a portfolio strategy tailored exactly to your investment and risk profile. As your situation evolves, this highly personalised approach will be fine-tuned accordingly.