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

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Prudent approach in advising and managing portfolios

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

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Focus on absolute returns

Primary objective is to protect client's wealth

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Strategic Asset Allocation

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

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Top-down approach

Considering macroeconomic and geopolitical factors

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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

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Proactive advisor and manager

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