Investment Philosophy

Risk comes first

We believe that a portfolio's return is only judged by its risk and whether an investment is suitable for the investor's profile

Prudent approach in advising and managing portfolios

Whatever the investment objective, from wealth preservation to income generation or capital appreciation

Focus on absolute returns

Primary objective is to protect client's wealth

Strategic Asset Allocation

Is what effectively drives returns. We listen, a lot, in order to define your Investment Objectives

Top-down approach

Considering macroeconomic and geopolitical factors

Portfolio Construction

No constraints! Open architecture, best-in-class manager selection, direct investments in Bonds and Equities, ETFs, Structured

Products, Hedge Funds, Private Equity, Commodities

Proactive advisor and manager

Not bystanders to volatility. Flexibility in implementing tactical decisions to protect your assets