To help you manage your financial assets, we have adapted and developed our own method of management to help achieve sustainable performance.
Comprised of experienced specialists, our Investment Committee meets monthly to determine a flexible asset allocation allowing us to quickly adjust the portfolios depending on market fluctuations. This allocation encompasses all asset classes (traditional and alternative), with the accent on liquid instruments and diversification.
Quite independent of the investment activities, the daily monitoring of your investments helps us to anticipate and act effectively when markets change. To do so, we rely on first-class technological tools and our wealth of experience in management.
Thanks to our customised reporting solutions, we can help you manage changes in your investments by fine-tuning your strategy. Our aggregation system also allows us to work with any bank across the globe in a wholly secure way, and to aggregate/compare the performance/costs of the various institutions.