Successful portfolio building stems from strong diversification strategies and suitability assessments. Our asset management team has established a strong track record in implementing such strategies, both internally and for our clients.
We advise our clients on asset allocation structures in accordance with needs, long-term objectives, and risk tolerance. We offer discretionary and non-discretionary services to ensure clients’ comfort and satisfaction.
Our asset management team develops, sources, structures, and manages specific investment vehicles across regions and along the risk-and-return spectrum.
Our services can be customized to include or exclude countries or sectors, and can be further tailored to meet clients’ benchmark sensitivity or asset-liability matching needs.
Our professional investment services are tailored to the needs of individual clients. We always pursue opportunities across a broad range of asset classes and originate investment ideas by leveraging our global network of relationships to ensure best-in-case deal execution.
We are long term investors. We do not engage in speculation nor extensive trading. We invest in quality securities and exit when their values are fully appreciated.
Types of strategies:
•Risk Adjusted Growth: Geographic and security diversification with a large emphasis on stocks
•Income: Orientation towards income generation with an emphasis on Fixed Income securities
•Balanced: A combination of both RAG and Income strategies
•Other liquid securities (money market, currencies, etc.)