From long experience we know that the personal situation of our clients, their estates, activities, incomes and needs are never alike. Attitudes to financial matters and aspirations also vary considerably.
Thanks to our global wealth assessment process, our job is to understand clearly what you expect, be it capital growth with an efficient management of risks or the security of a steady income. Between these basic alternatives, we can also tailor a wide range of made-to-measure solutions, each ensuring that our portfolio strategy serves your goals.
Accordingly, as a client, you are offered the choice between two types of portfolio management :
- Discretionary management, designed for those clients who do not wish to - or cannot - devote too much of their time to the follow-through of their investments.
- Advisory services, designed for clients who are seeking the best professional advice but want to make their investment decisions themselves.
Within this framework, we will propose an allocation of assets designed for an optimum balance between monetary, geographical and economic risks.
Whether you are looking for growth or yield, we never forget our responsibility: the fundamental aim of asset management is the preservation and regular development of the wealth entrusted to our care.