To help you manage your financial assets, we have adapted and developed our own method of management to help achieve sustainable performance.
Whether your concern is to protect your assets or to see them grow, our methods are based mainly on selecting investments that are liquid, diversified and accessible, tools for hedging risks and flexible and dynamic asset allocation. Relying on the use of the most advanced management techniques, this approach allows us to accompany you in accordance with your needs, with agility, while at the same time optimally managing the risks.
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.