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.